Financial Analyst (24.26)

International Executive Service Corps; San Dimas (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

Paid vacation and sick time

401(k) retirement plan

Job summary

A leading utility provider in California seeks a Financial Analyst who will conduct analysis of financial reports, support budget functions, and ensure compliance with regulations. The ideal candidate will have a Bachelor's Degree in Economic, Finance, or Accounting, with a minimum of four years of relevant experience. Strong analytical and communication skills are essential, alongside proficiency in MS Excel and familiarity with software like JD Edwards. The position offers a competitive benefits package including health insurance and retirement plans.

Qualifications

• Minimum of four years of experience in the Accounting/Finance Department.
• Ability to conduct analysis of financial reports.
• Strong attention to detail and time management skills.
• Advanced computer skills and proficiency in data analysis and reporting.
• Ability to communicate effectively with other departments and personnel.
• Prior experience with JD Edwards and Adaptive Insights is highly preferred.

Responsibilities

• Conduct annual budget-related functions.
• Provide insightful analyses on Return on Equity.
• Support Manager in analyzing acquisitions.
• Updates and modifies the company’s financial forecasting model.
• Supports Manager in analyzing acquisitions and new business opportunities.
• Prepares, maintains, analyzes and publishes financial and key metrics reports.
• Assists Manager with data compilation for rate case filings and quarterly audits.
• Updates Sarbanes-Oxley documentation and coordinates with auditors.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Technology proficiency

Education

Bachelor’s Degree in Economic, Finance, and Accounting

Tools

MS Excel

JD Edwards

Adaptive Insights

Job description

Golden State Water Company is one of the largest investor-owned water utilities in the United States. We deliver quality, reliable water to more than 1 million people in over 80 communities throughout California. Golden State Water has been in business for more than 90 years because we put customers first.

POSITION DEFINITION: Financial Analyst

Under the direction of the Finance Svcs & Treasury Mgr., the Financial Analyst conducts general analysis of various financial reports to ensure budgets and quarterly forecasts are completed on a timely basis and represents management goals and expectations for the year. Key to this position include the ability to perform monthly flux analysis between actual and budget, taking initiative and ownership on the tasks assigned, and well-rounded background in accounting and finance.

Accountability

As a skilled employee and responsible professional, the incumbent must work independently, exercise initiative and judgment in the performance of a broad range of administrative support responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the employee must have strong organizational and interpersonal skills to deal effectively with all levels of the company’s management staff, visitors and vendors.

Summary of Responsibilities

The Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The person in this position is responsible for embracing and utilizing available technology as communication and data gathering tools in performing routine and complex a duties for the financial planning team. Core responsibilities include the following:

• Conducts annual capital and operations budget-related functions and ensures the integrity of budget information
• Performs monthly flux analysis between actual and budget
• Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget
• Updates and modifies, when appropriate, the Company’s financial forecasting model
• Supports Manager in analyzing acquisitions and new business opportunities
• Prepares, maintains, analyzes and publishes financial and key matrixes reports
• Assists Manager with data compilation for the rate case filings and responsible for the data compilation on the quarterly audit requests
• Updates Sarbanes-Oxley document and ensures control compliance; cooperates with internal and external auditors with information requested
• Performs other duties as assigned

Qualities of a Successful Analyst in this Position

• Flexible, logical, accountable, approachable, and passionate about work
• Maintains positive team-building role during pressure-filled, deadline-driven crunch times
• High degree of initiative; self-starter, capable of reviewing previous work papers, applying knowledge, skills and due diligence to perform requirements accurately and timely
• Communicates with accuracy and precision in writing and speaking
• High degree of confidentiality required
• Trustworthy; strong personal integrity; emotional maturity
• Demonstrates high level of accountability and ownership
• Executes with discipline and urgency
• Collaborative/Team oriented

Other Required Skills

• Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.
• Organized with strong attention to detail and time management skills
• Exhibits professionalism with internal and external contacts
• Possesses strong organizational/multi-tasking and project-planning skills
• Able to conduct and carries job functions with minimum supervision

Minimum Position Qualifications

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline or seven years of progressively responsible experience in financial analysis
• Four plus years of related experience in the Accounting/Finance Department
• Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors
• Advanced computer skills
• Ability to effectively communicate and establish working relationships with other departments and personnel
• Prior experience with JD Edwards and Adaptive Insights is highly preferred

May include but not limited to standing, climbing, walking, lifting, bending, pulling and/or pushing, grasping, reaching, stooping and crouching, sitting, typing, walking, reading, writing, color determination, speaking and listening for extended periods of time.

Benefits

Our Company supports our employees with rich benefit programs and resources to help them thrive today and prepare for tomorrow. Benefit options include medical, dental, and vision plans with the Company currently paying 85% of the monthly premium for employees and their eligible dependents. We also offer paid vacation and sick time and twelve Company paid holidays per year. To help our employees plan for the future, we offer both a 401(k) retirement plan as well as a Defined Contribution Profit Sharing retirement plan. Additional benefits include life, AD&D, and LTD insurance as well as health savings account and flexible spending plans.

Compensation Information

The compensation range provided is in compliance with state specific laws. Multiple factors are used to determine the actual starting rate of pay for all of our positions, including specific skills, years of experience, education, certification(s), and other job related factors.

The responsibilities of this position will involve access to information that may be considered confidential, private and sensitive. Therefore, the individual filling this position will be required to both allow and pass a background check.

NOTE: Reasonable accommodations will be made to enable individuals with special needs to perform the essential functions.

The Company is committed to providing equal employment opportunities for all job applicants and employees. The Company prohibits unlawful discrimination on the basis of race, religion, color, national origin, ancestry, physical disability, mental disability, legally protected medical condition, marital status, sex, gender, gender identity or expression, sexual orientation, age over 40, military or veteran status or any other basis protected by federal, state or local law.