Financial Analyst

Jobtailor; Union City (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

Jobtailor is seeking an FP&A professional to support monthly close, variance analysis and budgeting. The role focuses on delivering accurate reporting, partnering with Finance and business teams, and driving automation of processes and AI-enabled workflows.

The ideal candidate has 3+ years in FP&A, strong Excel and Power BI skills, and experience with ERP/financial planning systems. If you thrive in fast-paced environments and enjoy cross-functional collaboration, this is for you.

Qualifications

• 3+ years of FP&A experience.
• Experience with ERP and financial planning systems.
• Familiarity with manufacturing or consumer products.
• Experience with reporting automation and AI-enabled workflows.
• Ability to work in fast-paced environments and meet deadlines.
• Strong problem solving and critical thinking.
• Ability to communicate and influence across management levels.
• Detail-oriented with high accuracy.
• Creative problem solving and automation mindset.
• Proactive, driven, able to manage multiple projects.

Responsibilities

• Support monthly close process and financial reporting.
• Own MTD and YTD variance analysis across P&L areas.
• Prepare monthly close reporting packages.
• Communicate financial results to Finance leadership and cross-functional partners.
• Support ownership of Gross-to-Net Revenue analytics.
• Identify opportunities to automate reporting and improve efficiency.
• Support annual budgeting and forecast processes.
• Coordinate budget and forecast timelines with stakeholders.
• Own forecast and budget upload processes in enterprise planning systems.
• Perform variance analysis and develop forecast materials.

Skills

Analytical thinking

Cross-functional collaboration

Communication

Problem solving

Attention to detail

Proactive work ethic

Time management

Education

Bachelor's degree or equivalent

Tools

Excel

Power BI

ERP systems

Financial planning systems

Job description

Responsibilities

• Support monthly close process and financial reporting.
• Own MTD and YTD variance analysis across key P&L areas including Gross-to-Net Revenue, SG&A and other operating expenses, providing clear business driver explanations for variances between actuals, forecast, budget and prior year results.
• Prepare monthly close reporting packages, ensuring accuracy, clarity and actionable business insights.
• Communicate financial results to Finance leadership and cross-functional business partners to support decision-making and accountability.
• Support ownership of Gross-to-Net Revenue analytics, including volume, pricing, mix and promotional analysis.
• Identify opportunities to automate reporting and improve close and forecasting efficiency.
• Support annual financial budgeting and forecast processes.
• Coordinate budget and forecast timelines, ensuring alignment with cross-functional stakeholders and timely completion of deliverables.
• Own forecast and budget upload processes within enterprise planning systems.
• Perform variance analysis and support development of forecast/budget presentation materials, including reasonableness checks and business driver explanations.
• Support continuous improvement of forecasting methodologies, reporting tools and planning processes.
• Leverage enterprise planning tools and AI-enabled workflows to improve forecasting efficiency and reporting quality.
• Enable strong business decision making across the organization by performing financial modeling, analysis and making recommendations to support business decisions.
• Perform financial analysis to support pricing initiatives, new product launches (line extensions), and other ad hoc analysis to support the business.
• Support pricing management, pricing governance and maintenance of customer pricing structures and systems.
• Develop and maintain SKU, customer and channel level profitability models, developing analysis and historical trends to provide insights.
• Provide analytical support for strategic initiatives and ad hoc business opportunities.
• Drive process improvements & systems optimization.
• Support and contribute to continuous improvement initiatives across Finance processes, reporting and analytics.

Requirements

• 3+ years of financial planning and analysis experience.
• Familiarity with manufacturing or consumer products preferred.
• Strong Microsoft Excel, Power BI and financial systems skills, including experience working with ERP and financial planning systems.
• Demonstrated experience with reporting automation and AI enabled workflows strongly preferred.
• Demonstrated ability to improve processes and work efficiently in fast-paced environments.
• Demonstrated bias for action, proactively drives work forward and follows through from insight to execution.
• Critical thinking and a demonstrated ability to draw connections between analysis and actionable insight.
• Ability to communicate and influence in a cross functional environment across all levels of management.
• A passion for understanding your role as well as how it connects to the business.
• An eye for detail and accuracy.
• Ability to check own work for errors and test for logic and reasonability.
• Creative problem solver.
• Proven ability to handle multiple projects and meet deadlines.
• BA/BS degree or equivalent practical experience.

Hard Skills

• Financial Modeling
• Budgeting
• Forecasting
• P&L Analysis
• Data Analysis

Soft Skills

• Critical Thinking
• Communication
• Creative Problem Solving
• Attention To Detail
• Proactive Work Ethic