Financial Analyst III

Recruiter
4Liberty, Inc.
Location
San Diego
Salary
Competitive
Posted
21 Sep 2020
Closes
01 Oct 2020
Sector
Insurance
Contract type
Permanent
Hours
Full time

LOCATION


San Diego, California. Candidate must currently live in the greater San Diego County region or be willing to relocate within the first 60 days of hire.


CANDIDATE

Seeking a high–energy, detail oriented, team player with experience working as part of a high performing team of financial analysts in support of complex financial controls, budgeting, and forecasting in a client–based environment. Successful candidate will have excellent verbal and written communication skills across all levels of the business environment from engineering to C–Suite. Ideal candidate will have experience working in a regulated utility or equivalent financial environment.


OVERVIEW

The Financial III performs project financial analysis and modeling with varying levels of complexity for various business units. May directly partner with one or multiple business units to design and develop costing/profitability models and reports for the Finance Team. May directly provide specialized financial consulting and analytical support at the assigned project level identifying key emerging financial trends, measurement of key performance metrics and success factors, capital budget and key initiative evaluation and planning, cost analyses and customized reporting. Monthly, quarterly, annual and ad–hoc reporting requirements across multiple projects or programs.


SUPERVISION LEVEL

  • Reports to the Finance Manager, Sr. Financial Analyst or Team Lead. Work is highly independent and collaborative in nature


TYPICAL DUTIES & RESPONSIBILITIES

  • Leverage standardized financial models utilizing advanced MS Excel, Business Objects, and IBM Cognos TM1 functionalities to conduct monthly, quarterly, and annual budgeting, forecasting and reporting exercises
  • Build and manage project and program costing models, custom and ad–hoc reports, and dashboards for use by Project/Program Managers, Team Leads, Business Unit Managers and Senior Management
  • Utilize BI tools to deliver meaningful insights into business performance
  • Work with Project/Program Managers and department heads to build monthly, quarterly, annual and ad–hoc budgets and forecasts and re–forecasts
  • Provide financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects
  • Communicate to management the reasons behind capital project performance and results
  • Review existing processes and procedures to develop recommendations for and coordinate improvement efforts
  • Materials and labor requisitions; materials forecasting and modeling

?? Ad Hoc requests and one–off projects as assigned



EXPERIENCE & QUALIFICATIONS

A combination of experience, education, and/or training which substantially demonstrates the following knowledge, skills and abilities:

  • 6+ years of related specialized financial controls experience
  • 4+ years in–depth experience with SAP; BI, ECM, CCMS Modules
  • Energy/Utility, DOE, DOD or equivalent environment
  • Established track record with proven ability to successfully lead a finance team within complex fast–paced corporate environments
  • Budget management exposure from $100K to $100M
  • 3 years exposure working with critical path deadline–driven budget models utilizing Microsoft Project, Project Enterprise, Primavera (P6) or equivalent project tools
  • Subject matter expert and specialist on complex finance, accounting, and business matters
  • In–depth understanding of financial analysis, financial modeling and capital budgeting techniques and concepts
  • In–depth understanding of Finance and Accounting concepts and mechanisms, both general and company–specific in nature
  • Expert level, hands–on knowledge of Excel, Financial Modeling, and Financial Systems


EDUCATION & TRAINING

  • Bachelor's degree or higher in Finance or Accounting


SOFT SKILLS

  • Excellent verbal and written communication
  • Demonstrated interpersonal skills in day–to–day operations and under–pressure
  • Demonstrated ability to influence others and convey schedule deliverables in a concise manner
  • Ability to work both in a team environment and independently with minimal supervision
  • Detail oriented with excellent organizational, planning and follow–up skills


PHYSICAL DEMANDS

Physical demands are representative of those that must be met by an employee to successfully perform the essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions:

  • Sit or stand at a desk and use a computer workstation for up to 6 hours per day
  • Reach and use hands and fingers to feel objects or controls
  • Occasionally lift and/or move up to 15 pounds

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