Strategic Financial Analyst: Budgeting & Forecasting

TheogCompanies; Salinas (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bud Antle is seeking a Financial Analyst to support corporate planning, budgeting, forecasting, and detailed variance analysis of SMG&A expenses. The role emphasizes delivering fast, accurate insights and collaborating with cross-functional teams.

Ideal candidates will have 2–3 years in financial reporting and strong Excel skills, with knowledge of JD Edwards and basic SQL. This position is based in Salinas, CA and involves close collaboration with department heads.

Qualifications

• Bachelor’s degree in Accounting, Finance or Economics is required.
• 2–3 years of financial reporting and cost accounting experience preferred.
• Strong Excel skills including XLOOKUP, SUMPRODUCT, MATCH, INDEX, and Power Query.

Responsibilities

• Forecasting and budgeting support for annual budget and forecasts.
• Analyze variances between actuals and forecasts; provide insights to leadership.
• Prepare monthly, quarterly, and annual financial reports for SMG&A.
• Partner with business units to identify cost optimization opportunities.

Skills

Excel advanced

SQL

DAX

Data analysis

Problem solving

Education

Bachelor's degree in Accounting, Finance or Economics

Tools

JD Edwards

Job description

Bud Antle is seeking a Financial Analyst to support corporate planning, budgeting, forecasting, and detailed variance analysis of SMG&A expenses. The role emphasizes delivering fast, accurate insights and collaborating with cross-functional teams.

Ideal candidates will have 2–3 years in financial reporting and strong Excel skills, with knowledge of JD Edwards and basic SQL. This position is based in Salinas, CA and involves close collaboration with department heads.