FP&A Financial Analyst - Budgeting, Forecasting & Insights

TheogCompanies; Salinas (CA); On-site; USD 81,000 - 86,000; Full time

Job summary

TheogCompanies in Salinas, CA is seeking a Financial Analyst to provide crucial financial support to key teams, including budgeting, forecasting, variance analysis, and data insights. You will partner with departments to drive cost control and optimize profitability across the organization.

The ideal candidate has 2–3 years in financial reporting and cost accounting, with advanced Excel and basic SQL; English is required and Spanish knowledge is helpful.

Qualifications

• Bachelor's degree in Accounting, Finance or Economics is required.
• 2–3 years of financial reporting and cost accounting experience preferred, agriculture experience helpful.
• Advanced Excel skills (XLOOKUP, SUMPRODUCT, MATCH, INDEX, PowerPivot, Power Query) and data management experience.
• Basic knowledge of SQL; strong data quality and integrity focus.
• Strong interpersonal skills to coordinate with departments and resolve issues.
• English required; Spanish knowledge helpful.

Responsibilities

• Forecasting and budgeting: assist in creating and maintaining the annual budget and periodic forecasts.
• Expense tracking and variance analysis: explain deviations to senior management and business partners.
• Provide financial guidance to departments and support operational excellence initiatives.
• Cost control and optimization: identify efficiency improvements in SG&A expenses.
• Prepare monthly, quarterly, and annual SMG&A reports and present insights to senior management.

Skills

Financial reporting

Cost accounting

Excel – advanced

SQL knowledge

Interpersonal skills

J.D. Edwards / mainframe familiarity

English proficiency (Spanish helpful)

Education

Bachelor’s degree in Accounting, Finance or Economics

Tools

J.D. Edwards

Job description

TheogCompanies in Salinas, CA is seeking a Financial Analyst to provide crucial financial support to key teams, including budgeting, forecasting, variance analysis, and data insights. You will partner with departments to drive cost control and optimize profitability across the organization.

The ideal candidate has 2–3 years in financial reporting and cost accounting, with advanced Excel and basic SQL; English is required and Spanish knowledge is helpful.