Financial Analyst II

AAA; Costa Mesa (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

AAA is seeking a Financial Analyst II to join the Finance Compensation Analysis Team. This role analyzes compensation data, supports plan evaluation, and helps model financial impacts of changes.

You will prepare monthly, quarterly, and annual reports using Excel, Tableau, and PowerPoint. You will collaborate across Finance, Sales Compensation, Operations, and Accounting, develop ad hoc analyses, monitor new plans, and identify trends to drive business decisions.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
• 2–3 years in financial analysis, budgeting/forecasting, compensation analysis, product management, or accounting.
• Advanced Excel skills required.
• Strong verbal, written and presentation abilities.
• Experience with ERP/financial systems; Oracle a plus.
• Experience with SQL, Tableau, Access, AWS or Snowflake is a plus.
• Capable of independent work and meeting deadlines.
• Experience with CaptivateIQ or similar ICM platforms is a plus.

Responsibilities

• Analyze compensation, production, and performance data to support plan evaluation and reporting.
• Monitor newly implemented compensation plans and compare actual results to expected outcomes.
• Assist with compensation modeling and evaluate financial impact of proposed plan changes.
• Prepare and maintain monthly, quarterly, and annual compensation reports.
• Use Excel, Tableau, and PowerPoint to prepare analyses and communicate findings.
• Identify trends, variances, and outliers to support business decisions.
• Collaborate with Finance, Sales Compensation, Operations, Accounting, and other partners.
• Develop ad hoc analyses and support compensation-related projects.
• Identify opportunities to improve compensation reporting and processes.

Skills

Analytical skills

Advanced Excel

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance, Economics, Accounting, Business

Tools

Tableau

PowerPoint

SQL

Access

AWS

Snowflake

Job description

Financial Analyst II

We are currently looking to hire an experienced Financial Analyst II to support the Finance Compensation Analysis Team. This role will support compensation analysis and reporting, assist with evaluating compensation plans, and analyze the financial impact of compensation changes. The analyst will also help monitor newly implemented compensation plans to determine whether they are performing as expected and support ongoing compensation modeling and reporting.

What You’ll Do:

• Analyze compensation, production, and performance data to support compensation plan evaluation and reporting.
• Monitor newly implemented compensation plans and compare actual results to expected outcomes.
• Assist with compensation modeling and evaluate the financial impact of proposed plan changes.
• Prepare and maintain recurring monthly, quarterly, and annual compensation reports.
• Use tools such as Excel, Tableau, and PowerPoint to prepare analyses and communicate findings.
• Identify trends, variances, and outliers, and provide insights to support business decisions.
• Collaborate with Finance, Sales Compensation, Operations, Accounting, and other business partners.
• Develop ad hoc analyses and provide support on compensation-related projects.
• Identify opportunities to improve and streamline compensation reporting and analytical processes.
• Work independently, manage multiple priorities, and meet deadlines.

What You’ll Need:

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• 2–3 years of experience in financial analysis, corporate budgeting and forecasting, compensation analysis, product management, and/or accounting.
• Strong analytical and problem-solving skills with attention to detail.
• Advanced Excel skills are required.
• Strong verbal, written, and presentation skills with the ability to communicate analytical findings clearly.
• Experience with a large ERP or financial system is preferred; Oracle experience is a plus.
• Experience with SQL, Tableau, Access, AWS, Snowflake, or other analytical tools is a plus.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Experience with sales compensation management platforms such as CaptivateIQ is preferred.
• Experience working with CaptivateIQ or similar incentive compensation management (ICM) platforms to support compensation analysis, reporting, and plan administration is a plus.

#LI-DF1

The starting pay range for this position is:

$74,500.00 - $99,500.00

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

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Remarkable benefits:

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).