Financial Analyst

Franklin Whole Home; San Jose (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Medical/Dental/Life/Disability program

PTO and paid national holidays

Life insurance

Job summary

A leading energy solutions company in San Jose is seeking a Financial Analyst to conduct reviews, analyze financial data, and collaborate with cross-functional teams. The ideal candidate will have a Bachelor's degree in Finance or a related field, along with 2-5 years of relevant experience. This position offers a competitive salary and comprehensive benefits including a 401(k) plan, medical coverage, and PTO.

Qualifications

• 2-5 years of experience in a financial analyst or related role.
• Strong attention to detail with excellent analytical and problem-solving skills.
• Highly organized with the ability to manage multiple projects.
• Strong attention to detail with excellent analytical and problem-solving skills.
• Highly organized and able to manage multiple projects and meet deadlines.

Responsibilities

• Conduct reviews and approvals of employee reimbursements.
• Analyze financial data and prepare reports.
• Perform monthly credit card statement reconciliations.
• Support reporting and reconciliation by applying knowledge of sales/use tax, income tax, and related compliance requirements.
• Partner with cross-functional teams to support financial operations and business needs.

Skills

Advanced proficiency in Microsoft Excel

Analytical skills

Problem-solving skills

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Job description

FranklinWH is a rapidly expanding company determined to become the leader in the global energy home storage system (ESS) industry. FranklinWH offers whole home energy solutions typically coupled with solar PV systems, bringing households into the modern all-electric future. Though founded by experts in power electronics, BMS and EMS, FranklinWH is equally focused on energy management software while also providing top level service to our partners and customers. FranklinWH is expanding its global footprint, relying on an industry leading supply chain. This is an exciting time to be at a fast-growing company in a fast-accelerating industry.

Responsibilities

• Conduct thorough reviews and approvals of employee reimbursements and operational expense requests, ensuring policy compliance, accuracy, and providing insights to support cost control and process improvements.
• Analyze financial data, prepare routine and ad-hoc reports, monitor key indicators to identify trends and issues, and clearly communicate findings and recommendations to management team.
• Perform monthly credit card statement reconciliations, ensuring accuracy, proper documentation, and timely resolution of discrepancies.
• Support accurate reporting and reconciliation by applying knowledge of sales and use tax, income tax, and related compliance requirements.
• Partner with cross-functional teams to support financial operations and business needs.

Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2-5 years of experience in a financial analyst or related role.
• Advanced proficiency in Microsoft Excel, including financial modeling, analysis, and reporting.
• Strong attention to detail with excellent analytical and problem-solving skills.
• Highly organized and responsible, with the ability to manage multiple projects and meet deadlines effectively.

FranklinWH offers a competitive salary plus fully comprehensive benefits and a performance bonus package based on an annual objective achievement. Our generous benefits package includes:

Benefits

• a 401(k) Retirement Plan.
• medical/dental/life/disability program.
• PTO, paid national holidays, and sick days.
• Life insurance and long-term disability.

FranklinWH is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.

Agency applications will not be considered.