SAGE

  • Financial Analyst

    Location US-CA-Thousand Oaks
    Posted Date 3 months ago(4/3/2018 3:47 PM)
    Req #
    18-5067
    # Positions
    1
    Experience (Years)
    7
    Category
    Accounting/Finance (US) - Financial Analysis
  • Overview

    The Financial Analyst is responsible for executing recurring reports, developing ad hoc reports, and designing analytical models. The Financial Analyst manages all headcount life cycle planning and tracking, including detailed payroll reconciliations that feed the forecast and continuous monitoring of staffing changes.   The Financial Analyst participates with another analyst to support department budget managers, particularly around forecast and planning processes.

    Essential Job Functions & Responsibilities

     

    • Maintain and improve upon various complex Excel based analytical models to support operational decision making. Ensure models align with and support current priorities and goals.
    • Manage/execute recurring reports and create ad-hoc reports that require a strong foundation in accounting and finance, and meet stated and implied business requirements.
    • Conduct bi-weekly, by person, payroll reconciliations. Produce headcount life cycle tracking to facilitate the budgetary controls around staffing changes. Lead the forum with HR partners and the Payroll Manager to walk through reconciliation results and ensure alignment between recruiting activity and budgets processes.
    • Assist another Financial Analyst, as needed, in the maintenance of internal tools for managing budget, forecast, and actuals data. This includes: 1) ensuring internal data quality and reconciliation to external systems and Excel files, 2) adapting departmental budget structures and formulas to accommodate business and planning assumptions as needed, 3) rolling forward files for various planning horizons, 4) coordinating with Accounting to request new general ledger accounts; setting up new accounts in the planning tool, 5) modifying reports for changes in department structures and general ledger accounts.
    • Maintain meticulous records of any forecast changes requested by budget managers and ensure changes are properly flowed through income statements and supporting schedules.
    • Work with budget managers to analyze and report on actual performance against budgets and forecasts.
    • Create and run COGNOS queries for recurring and ad-hoc reporting that requires an understanding of the attributes and relationships within each database table and how data relates across external systems.
    • Maintain clear and very detailed procedures so they may be reliably replicated.
    • Perform miscellaneous job-related duties as assigned.
    • Source and reconcile data from multiple source systems to create meaningful analyses.
    • Collaborate with others to improve data management processes and tools.    
    • Other duties, as may be assigned.

     

    Qualifications & Education

     

    • Bachelor’s degree required.  
    • CPA or CMA highly preferred.
    • Public accounting and public or private company audit experience a plus.
    • Minimum of 5 years related work experience.
    • Excellent computer skills and software proficiency, including MS Office (Word, Excel, PowerPoint) and Outlook. 
    • Well versed in creating pivots and utilizing Excel “vlookup”, “hlookup”, “sumif”, and “sumproduct” functions.

     

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