Sr Financial Analyst

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

Benefits offered by this job

Performance-based bonus

Job summary

XL Industries Inc. is seeking a Senior Financial Analyst in California to lead budgeting, forecasting, reporting, and data analysis.

The role partners with the VP of Finance and business leaders to translate strategy into actionable plans and to deliver insightful BI reports, data models, and dashboards for operational decision making. The candidate will support Operations with analytical tools, Power BI visuals, and PowerPoint presentations, driving timely, accurate financial insights across

Qualifications

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

Responsibilities

• Budgeting and forecasting: develop budgets and financial planning schedules at all levels; advise management.
• Financial analysis: provide financial and analytical support; compare actuals to budget.
• Financial reporting: maintain internal financial reporting package and associated hierarchies; use ViewPoint, Vista, Power BI and Prophix.
• Process improvement: lead initiatives to improve budgeting and reporting processes; work cross-functionally.
• Develop BI reports, dashboards, data models, and tools to drive insights for operational decisions.

Skills

Excel advanced (pivot tables, VLOOKUPs

ODBC connections

Power BI

ViewPoint - Vista

Smart Sheets

Prophix

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

ViewPoint - Vista

Power BI

Smart Sheets

Prophix

Job description

Position Summary

The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Additional responsibilities may include monthly reports; monitoring and analyzing financial, statistical, and operational data trends; and special projects as requested.

Description

Position at XL Industries Inc

Position Summary

The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Additional responsibilities may include monthly reports; monitoring and analyzing financial, statistical, and operational data trends; and special projects as requested. This individual will work with the VP of Finance and Business Leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. Also providing analytical support to Operations through the creation and maintenance of various BI reports, analysis, PowerPoint presentations, data models, and analytical tools.

Responsibilities

• Budgeting and Forecasting: Includes the preparation of appropriate analysis to support the development of financial guidelines as well as the development and implementation of financial planning schedules and procedures at all levels of the Company. Review and analyze budgets and make appropriate recommendations to management.
• Financial Analysis: Provide financial and analytical support to internal customers. Review and analyze actuals versus budget.
• Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support the monthly preparation of business unit, department and consolidated financial statements. This includes maintenance of hierarchies to keep reporting in sync. Work with ViewPoint - Vista, Power BI, Smart Sheets and Prophix.
• Process Improvement: Identify and lead process improvement initiatives. Assist on cross-functional teams, as required, to improve budgeting and financial reporting processes.
• Continuously seek new ways to leverage business data to offer fresh insights and aid decision making.
• Translate business strategies, initiatives, and projects into effective financial modeling.
• Act as Finance representative for cross-functional projects
• Understand the business and information needs of business owners and translate those needs into BI/analytics/reporting requirements.
• Support the design, development, and maintenance of ongoing metrics, reports, data mining, analyses, dashboards, PowerPoint presentations etc. that drive meaningful, timely, and actionable insights and can be easily interpreted by users.
• Work with Operations team and utilize data insights to help drive predictive operational behavior.

Knowledge, Skills And Abilities

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

Required. Experience In Construction Accounting And/or Public Accounting Preferred.

• Ability to work in a fast-paced unstructured environment; excellent financial skills; expertise with financial reporting and analysis including balance sheets, profit and loss, return on asset and investment, metrics and measurements, etc.
• Strong Excel skills including pivot tables, vlookups, and ODBC connections.
• Strong communication (oral and written), interpersonal, and organizational skills required. Must demonstrate ability to successfully interact effectively with all levels in the organization.
• High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions.
• Ability to work cross functionally and support multiple senior level internal clients.
• Comfortable working with large volumes of data and diligence when managing detail.
• Time management and ability to complete work under tight deadlines.

Core Competencies

• XLI Steward
• Managerial Courage
• Bridge Builder
• People Builder
• Continuous Learner
• Business Acumen
• Strategic Edge

Compensation

In accordance with California pay transparency requirements, the base salary range for this position is $110,100 – $117,500 annually, depending on experience and qualifications. Total compensation may include a performance-based bonus.