FP&A Analyst: Forecasting & Cost Optimization

Big Idea Holdings, LLC; United States; On-site; USD 81,000 - 86,000; Full time

Job summary

Big Idea Holdings, LLC is seeking a Financial Analyst to support the Finance team in Salinas, CA. The role focuses on budgeting, forecasting, financial reporting, and variance analysis to drive profitable growth for the organization and its customers.

Responsibilities include preparing annual budgets, maintaining forecasts, analyzing SG&A variances, and partnering with department heads to identify cost-saving opportunities. Strong Excel and data analysis skills are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance or Economics required.
• 2–3 years of financial reporting and cost accounting experience preferred.
• English; Spanish knowledge helpful.

Responsibilities

• Forecasting and Budgeting – assist in annual budget and periodic forecasts with variance analysis.
• Expense Tracking – analyze variances between actual and forecasted expenses and advise on improvements.
• Financial partner to business for guidance and operational excellence objectives.
• Cost Control and Optimization – identify efficiency improvements in SG&A expenses.
• Reporting and Presentation – prepare monthly, quarterly, and annual SG&A reports for senior management.

Skills

Advanced Excel

SQL knowledge

DAX language

Interpersonal skills

Spanish knowledge

Mainframe/JD Edwards

Education

Bachelor’s degree in Accounting/Finance/Economics

Tools

JD Edwards

Job description

Big Idea Holdings, LLC is seeking a Financial Analyst to support the Finance team in Salinas, CA. The role focuses on budgeting, forecasting, financial reporting, and variance analysis to drive profitable growth for the organization and its customers.

Responsibilities include preparing annual budgets, maintaining forecasts, analyzing SG&A variances, and partnering with department heads to identify cost-saving opportunities. Strong Excel and data analysis skills are essential.