Senior Financial Analyst - Strategic Budgeting & BI

XL Construction Corporation; Milpitas (CA); On-site; USD 110,000 - 118,000; Full time

Job summary

XL Construction Corporation in Milpitas, CA is seeking a Senior Financial Analyst to lead budgeting, forecasting, and reporting initiatives. The role partners with the VP of Finance and business leaders to translate strategy into actionable plans and provide insights through BI reports and data models.

Responsibilities include preparing budgets, analyzing actuals, maintaining internal financial reporting packages, and driving process improvements.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 5+ years' relevant work experience in accounting, financial forecasting, reporting, and analysis.

Responsibilities

• Budgeting and forecasting: develop schedules and procedures; review budgets.
• Financial analysis: provide support to internal customers; compare actuals to budget.
• Financial reporting: maintain internal reporting packages for statements; work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
• Process improvement: lead initiatives to improve budgeting and reporting processes.
• Create BI reports, data models, dashboards to drive insights and decision making.

Job description

XL Construction Corporation in Milpitas, CA is seeking a Senior Financial Analyst to lead budgeting, forecasting, and reporting initiatives. The role partners with the VP of Finance and business leaders to translate strategy into actionable plans and provide insights through BI reports and data models.

Responsibilities include preparing budgets, analyzing actuals, maintaining internal financial reporting packages, and driving process improvements.