Financial Analyst

Addison Group; Tustin (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Addison Group in California is seeking a Financial Analyst to join our FP&A team. You will support monthly/quarterly reporting, forecasting, budgeting, and analysis while partnering with leadership to turn financial data into actionable insights.

You’ll build management reports, perform variance analysis, and work on SOX controls, commissions, and ad hoc analyses to drive business decisions in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1+ year of FP&A or financial analysis experience.
• Understanding of accounting principles, forecasting, and financial modeling.
• Strong Excel skills with Pivot Tables, VLOOKUPs, and basic financial modeling.
• Proficiency with PowerPoint and Word.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-starter with strong ownership and communication skills.
• Interest in process improvement, automation, and AI-powered financial tools.
• This is a great opportunity for an early-career Financial Analyst to join a growing organization and gain exposure to FP&A, financial reporting, forecasting, and business analysis.

Responsibilities

• Prepare monthly and quarterly financial reports with insightful commentary.
• Develop management reporting and variance analysis against forecast.
• Analyze labor efficiency, ASP, COGS, and branch performance.
• Support SOX compliance and quarterly revenue reporting.
• Calculate monthly commissions and quarterly bonuses.
• Perform financial modeling and ad hoc analysis for decisions.
• Assist with process improvement, automation, and reporting enhancements.
• Validate reports and maintain data accuracy and documentation.

Skills

FP&A

Financial analysis

Financial reporting

Forecasting

Budgeting

SOX compliance

Communication

Multi-tasking

Ownership

AI-powered tools

Education

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

Tools

Excel

Pivot Tables

VLOOKUP

PowerPoint

Word

Job description

Industry: Construction Materials / Distribution

We are seeking a Financial Analyst to join the FP&A team of a growing construction materials distribution company. This role will support financial reporting, forecasting, budgeting, and analysis while partnering with leadership to turn financial data into actionable business insights.

Responsibilities

• Prepare and analyze monthly and quarterly financial reports with commentary and insights.
• Develop management reporting, leadership presentations, and actual vs. budget/forecast variance analysis.
• Analyze labor efficiency, ASP, COGS, and branch performance.
• Support SOX compliance and quarterly revenue reporting.
• Calculate monthly commissions and quarterly bonuses.
• Perform financial modeling and ad hoc analysis to support business decisions.
• Assist with process improvement, automation, and reporting enhancements.
• Validate financial reports and maintain data accuracy and documentation.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1+ year of FP&A or financial analysis experience.
• Understanding of accounting principles, forecasting, and financial modeling.
• Strong Excel skills, including Pivot Tables, VLOOKUPs, and basic financial modeling.
• Proficiency with PowerPoint and Word.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-starter with strong ownership and communication skills.
• Interest in process improvement, automation, and AI-powered financial tools.
• This is a great opportunity for an early-career Financial Analyst to join a growing organization and gain exposure to FP&A, financial reporting, forecasting, and business analysis.