Financial Analyst

Financial Analyst
Salinas, CA.
Posted 1 month ago

SUMMARY: The Financial Analyst will analyze the company’s financial position by evaluating its past performance, and predicting how it will perform in the future. The Financial Analyst will work with department managers to develop program and department budgets. Review manager’s budget proposals for completeness, accuracy, and compliance with laws and other regulations. Help department heads and executive managers analyze proposed plans and find alternatives if the projected results are unsatisfactory. Monitor organizational spending to ensure that it is within budget. Estimate future financial needs and maintains long term financial plan. Quickly and efficiently analyzes data to create financial models for benchmarking against other similar businesses and for segregating costs/division. Identifies goals to measure increasing market share to improve customer retention, to improve sales conversions and to improve customer response time to significant levels.

Creates analysis of future cost-reduction and improvement projects. Determine which information is crucial to measure, and outline the company’s financial strengths and weaknesses. Basic cost accounting duties as required.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
FINANCE:
• Creates monthly, quarterly and yearly forecasts and budgets
• Refines Key Performance Indicators (KPI’s) and collects the data to identify the company’s weaknesses and maximize strengths
• Ability to prepare the annual budget, comparing it to the actual results, and reporting on variances from the budget
• Identifies metrics to measure sales growth, market share, sales force training and effectiveness, product quality, customer retention rate, age of equipment, workforce turnover, readiness to expand capacity and levels of quality control
• Analyzes financial impact of future cost-reduction and improvement projects
• Determines which information is crucial to measure, and outlines the company’s strengths and weaknesses
• Assists department managers in interpreting financial and budget reports, analyzing data, planning budgets and in projecting costs on existing proposed new, or expanded programs
• Take direction and initiative to investigate and report any inconsistencies
• Perform special assignments, research projects and prepare focused analyses as needed
• Back-up to staff accounting function including but not limited to month end, year end and audit tasks
• Assist IT with RentalMan program troubleshooting and monitoring Zen Desk tickets, resolving user issues
• Ability to present findings to assist management in the operations of the company by performing ad-hoc reports
• Develop new reports to improve the efficiency of the reporting process and thoroughly document processes and procedures used in the development of these reports
• Identifies metrics to measure sales growth, market share, sales force training and effectiveness, product quality, customer retention rate, age of equipment, workforce turnover, readiness to expand capacity and levels of quality control

CUSTOMER SERVICE:
• Identifies goals to measure market share, to improve customer retention, to improve sales conversions and to improve customer response time
• Ensures excellent customer service through the timely and accurate delivery of services. Expeditiously identifies and resolves financial issues, referring them first to the Corporate Controller, then to the President
• Actively and aggressively looks for new finance/accounting technologies to streamline finance processes to help lower business costs
• Communicates with customers, vendors and co-workers in a clear, professional and efficient manner

GENERAL REQUIREMENTS:
• Establishes and maintains effective channels of communications with management, co workers, vendors and all other business contacts
• Ensures the use of equipment and materials in a safe and acceptable manner, following established safety procedures, using appropriate safeguards, and observing common sense rules of safety in all on the job activities
• Conducts self in a manner reflecting professionalism on PAR and STAR and encourages others to do the same
• Is organized, independent and self motivated, enthusiastic, dependable, detail oriented, flexible in scheduling and prioritization, and driven by excellence
• Directs tasks in accordance with changing deadlines and priorities to ensure positive outcomes
• Demonstrates proficient written and verbal communication skills, including accurate grammar and business correspondence
• A belief in working as a cohesive team

QUALIFICATION REQUIREMENTS

EDUCATION AND/OR EXPERIENCE:
• Bachelor’s Degree in Accounting, Finance or Business Management and/or at least 5 years of experience in a similar work environment with a proven track record of successful budget/financial analysis, effective decision-making and excellent people skills
• Familiarity with database applications
• Strong technical knowledge of financial analysis products including SQL

COMPUTER SKILLS:
• Computer literate in Microsoft Office Suite
• Must be an expert in accounting software (MS Excel, Quickbooks, etc.)
• Advanced Excel skills (Pivot Tables, VLOOKUPS, Formulas, Graphs)

Job Features

Job CategoryAccounting
IndustryAgriculture
CategoryService
StatusFull Time
RequirementsExperience is required
Training providedYes

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