Strategic Finance Analyst: Budget & Forecasting

Amtec Direct Hire; San Dimas (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Amtec Direct Hire in California is seeking a Financial Analyst to conduct general analysis of financial reports to support budgets and quarterly forecasts. Under the direction of the Finance Planning & Analysis Manager, the analyst performs monthly flux analysis between actual and budget, and applies an accounting and finance background to drive accurate results and timely insights.

Core duties include budgeting, forecasting, and preparing financial reports, while maintaining confidentiality

Qualifications

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline required.
• Minimum of four years of related experience in Accounting/Finance.
• Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors.
• Advanced computer skills.
• Ability to effectively communicate and establish working relationships with other departments and personnel.
• Prior experience with JD Edwards Insights is highly preferred.

Responsibilities

• Conducts annual capital and operations budget-related functions and ensures the integrity of budget information.
• Performs monthly flux analysis between actual and budget/prior year.
• Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget.
• Updates and modifies, when appropriate, the Company’s financial forecasting model.
• Supports Manager in analyzing acquisitions and new business opportunities.
• Prepares, maintains, analyzes and publishes financial and key matrixes reports.
• Assists Manager with data compilation for rate case filings and quarterly audit requests.
• Performs other duties as assigned.

Skills

Advanced Excel

Financial analysis

Communication skills

Cross-department collaboration

Education

Bachelor’s Degree in Economic, Finance, and Accounting or related discipline

Tools

JD Edwards Insights

Job description

Amtec Direct Hire in California is seeking a Financial Analyst to conduct general analysis of financial reports to support budgets and quarterly forecasts. Under the direction of the Finance Planning & Analysis Manager, the analyst performs monthly flux analysis between actual and budget, and applies an accounting and finance background to drive accurate results and timely insights.

Core duties include budgeting, forecasting, and preparing financial reports, while maintaining confidentiality