Financial Analyst

Kula Example; San Francisco (CA); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

Kula Example is seeking a Financial Analyst in San Francisco to develop and maintain financial models for budgeting and forecasting, and to prepare variance reports for leadership. You’ll analyze business unit performance and collaborate with cross-functional teams to drive strategic growth.

The role requires a Bachelor’s in Finance or Accounting and 2+ years in financial analysis; proficiency in Excel, ERP experience, and strong communication are essential for success in a fast-paced

Qualifikationen

• Bachelor’s degree in Finance or Accounting required.
• 2+ years of experience in financial analysis or FP&A.
• Proficiency in advanced Excel modeling and financial statement analysis.
• Experience with ERP systems such as NetSuite and SAP is preferred.
• CFA Level I certification is a plus.

Aufgaben

• Build and maintain complex financial models for budgeting and forecasting.
• Prepare monthly variance reports and management presentations.
• Analyze business unit performance and provide actionable recommendations.
• Collaborate with sales, marketing, and operations teams to drive outcomes.
• Communicate complex financial information to non-financial stakeholders.
• Lead by example and stay updated on industry trends in financial analysis.

Kenntnisse

Advanced Excel modeling

Financial statement analysis

Ausbildung

Bachelor's degree in Finance or Accounting

Tools

NetSuite

SAP

CFA Level I

Jobbeschreibung

About:

Requirements: The ideal candidate should have a minimum of 2 years of experience in financial analysis or FP&A and a Bachelor’s degree in Finance or Accounting. Proficiency in advanced Excel modeling and financial statement analysis is crucial, as well as experience with ERP systems such as NetSuite and SAP. Holding a CFA Level I certification is a plus.

Responsibilities: This role entails several key duties. The Financial Analyst will be responsible for building and maintaining complex financial models for budgeting and forecasting, ensuring the organization makes informed strategic decisions. They will also prepare monthly variance reports and management presentations to provide insight into business performance. Furthermore, the analyst will be responsible for analyzing business unit performance and providing actionable recommendations to drive growth and improvement. Collaborating closely with cross-functional teams, such as sales, marketing, and operations, the Financial Analyst will play a pivotal role in driving business outcomes. The position requires strong leadership skills, including the ability to communicate effectively, think critically, and lead by example. The Financial Analyst will be responsible for:

Key activities include:

• Developing and maintaining comprehensive financial models to support strategic decision-making and financial planning.
• Analyzing business unit performance and identifying areas for improvement, providing actionable recommendations to drive growth and efficiency.
• Preparing monthly variance reports and management presentations to ensure transparency and accountability across the organization.
• Collaborating with cross-functional teams to drive business outcomes and ensure alignment with organizational goals.
• Communicating complex financial information to non-financial stakeholders, ensuring effective stakeholder engagement and influence.
• Leading by example, demonstrating strong leadership skills and a commitment to excellence in all aspects of the role.
• Staying up-to-date with industry trends and best practices in financial analysis and planning, applying this knowledge to drive innovation and improvement within the organization.

Key skills for this role include:

• Advanced Excel modeling and financial statement analysis skills to develop and maintain comprehensive financial models.
• Experience with ERP systems such as NetSuite and SAP to support financial planning and analysis.
• Strong analytical and problem-solving skills to analyze business unit performance and identify areas for improvement.
• Effective communication and stakeholder engagement skills to communicate complex financial information to non-financial stakeholders.
• Leadership skills to drive business outcomes and ensure alignment with organizational goals.
• Strong attention to detail and ability to work in a fast-paced environment to meet deadlines and deliver high-quality results.