Financial Analyst III

AAA; Costa Mesa (CA); On-site; USD 93,000 - 124,000; Full time

Benefits offered by this job

Health coverage (medical, dental, etc)

401(k) with company match and Pension

Tuition assistance

Floating holidays and PTO for charity

Paid parental leave

Wellness programs

Employee discounts

Job summary

Auto Club Enterprises, based in Costa Mesa, CA, is hiring a Financial Analyst III to join the onsite Financial Analysis and Reporting team. You will develop financial models, analyze profitability, and manage analysis projects for the Corporate Finance unit.

You will query large data sets, review P&L statements, and present findings to executives. Strong Excel skills and experience with SQL/Snowflake/BI tools are required; 3–5 years’ experience is expected.

Qualifications

• Bachelor’s degree in finance, business/economics, or accounting.
• 3–5 years of experience in financial analysis, budgeting and forecasting, or accounting.
• Strong understanding of accounting concepts and profitability.
• Excellent verbal and written communication; ability to present data clearly.
• Advanced Excel skills required; Excel modeling experience.
• Proficiency with data analysis tools (SQL, Snowflake, AWS, Tableau/Power BI).
• Experience with Oracle EPM Cloud/Hyperion/Essbase is a plus.
• Teamwork, leadership, and multitask management.

Responsibilities

• Prepare, analyze, and coordinate executive reporting and financial analysis.
• Build profitability models and collaborate with departments to drive revenue or reduce expenses.
• Perform Ad Hoc analysis and data queries and explain findings clearly.
• Create PowerPoint slides and present analysis results to executives.

Skills

Financial analysis

Budgeting & forecasting

Accounting

Communication skills

Presentation skills

Multitask management

Detail oriented

Self-starter

Education

Bachelor’s degree in finance, business/economics, or accounting

Tools

Excel Advanced

SQL

Snowflake

AWS

Tableau/Power BI

Power Query

Oracle EPM Cloud / Hyperion / Essbase

Job description

Financial Analyst III

*Please note this is an onsite position based in Costa Mesa, CA. Relocation assistance is not provided for this role.

We are currently looking to hire an experienced, detail-oriented Senior Financial Analyst for an onsite role at our Costa Mesa, CA Headquarters, on the Financial Analysis and Reporting team. In this role, you will support the organization’s Corporate Finance unit.

You will develop financial analysis models, analyze profitability, and manage analysis projects. You will also query large data sets, analyze Profit and Loss (P&L) statements for management, and report accurate data and present findings to executives.

What You’ll Do:

• You will prepare, analyze, and coordinate executive reporting and financial analysis.
• You’ll be responsible for reviewing, identifying, and working with other departments to build profitability models and present ideas to increase revenue or reduce expenses.
• You will perform Ad Hoc Analysis and querying data, as needed, and be able to explain the data effectively.
• You’ll be responsible for creating Power Point slides and clearly presenting your analysis results to executives and management.

What You’ll Need:

• Bachelor’s degree in finance, business/economics, or accounting.
• To thrive in this role, you will have a minimum of 3 – 5 years of experience in financial analysis, corporate budgeting and forecasting, or accounting.
• You will need to have a strong understanding of accounting concepts, processes, and profitability.
• Strong verbal and written communication skills, presentation skills, be a motivated self-starter and detail oriented.
• Advanced Excel skills are required. Excel modeling experience required.
• Additional technical skills such as Data Analysis, SQL, Snowflake, AWS, Tableau/Power BI, and Power Query are preferred.
• Experience with Oracle EPM Cloud, Hyperion or Essbase is a plus.
• Teamwork, leadership, interpersonal, multitask management and presentation skills.
• Must be a great communicator who can confidently present data, analysis, and slides.
• Candidate must also be willing to work occasional extra hours to meet deadlines.

#LI-DF1

The starting pay range for this position is:

$92,600.00 - $123,600.00

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.

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).