Strategic Financial Planning & Reporting Analyst

ADP, Inc.; San Luis Obispo (CA); On-site; USD 80,231,000 - 120,158,000; Full time

Job summary

ADP, Inc. in Atascadero, CA, seeks a Financial Planning and Reporting Analyst to support budgeting, financial reporting, and regulatory filings. You will work with the Finance team to ensure accuracy, prepare board materials, and assist with tax projections and annual reporting.

The role requires a Bachelor’s in Accounting/Finance, 3–5 years of related experience, strong Excel skills, and a detail-oriented, compliant approach to financial processes.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business preferred.
• 3–5 years of related experience in finance and reporting.
• Knowledge of budgeting, financial statement prep and analysis.
• Familiarity with banking compliance regs and finance terminology.
• Proficient in Microsoft Office and financial software.

Responsibilities

• Prepare monthly financials, board presentations and quarterly press releases.
• Load data and reconcile balances for planning and reporting software.
• Assist with actual-to-budget variance analyses and annual reports.
• Support regulatory reports (FFIEC, FRY9SP, FRY6, FRY10 and proxy).
• Conduct tax projections and assist with tax accruals and payments.
• Collaborate with treasury on cash management and liquidity projections.

Skills

Financial analysis

Budgeting

Forecasting

Regulatory reporting

Internal controls

Education

Bachelor’s degree in Accounting, Finance or Business

Tools

Excel

Financial software

Job description

ADP, Inc. in Atascadero, CA, seeks a Financial Planning and Reporting Analyst to support budgeting, financial reporting, and regulatory filings. You will work with the Finance team to ensure accuracy, prepare board materials, and assist with tax projections and annual reporting.

The role requires a Bachelor’s in Accounting/Finance, 3–5 years of related experience, strong Excel skills, and a detail-oriented, compliant approach to financial processes.