Financial Analyst

Looking only for candidates local to Irvine, CA.

Required Skills:

• Proven experience in a finance reporting and analysis role (2 - 3 years)
• Proven experience in a similar analytical role supporting IT and/or business department
• Experience using SAP for a minimum of 2 3 years.
• People person with ability to quickly build and maintain relationships.
• Strong Microsoft Office, especially Excel, PowerPoint, Word, and Smartsheets.
• Experience using Clarity is a plus.

Years of experience/education and/or certifications required: Bachelors

Nice to have skills:

• Proven experience in a finance reporting and analysis role for 4 6 years
• Examples: Bachelor of Science; 4 year pharma, health care, or regulated industry

Responsibilities:

• Manage and tracking/monitor budget types such as capital plan, functional/RTB, business cost centers, Latest-Best-Estimates (LBE) ongoing costs to support the facilitation of leadership decision-making processes via financial management reporting for project approvals and changes.
• Track approved projects and authorized amounts, ensure cost centers are reconciled, and manage project reconciliations across systems including SAP (required) and Microsoft Excel.
• Process Journal Entry (JE) requests, manage purchase orders, track and process requests for Fixed Capital Deployment (FCD) extensions, and capitalization requests.
• Coordinate with Procurement to ensure integrity in Statements of Work (SOW) and enforce CFM policy, controls, and compliance.
• Manage procurement processes, reconcile vendor spending, and resolve billing issues with Accounts Payable.
• Track Capital Expense approvals, support project close-outs and capitalization, and update Latest Business Estimates (LBE).
• Collaborate with finance teams to prepare materials for capital plan and functional/run-the-business (RTB) budgets.
• Participate in financial management optimization, including process and tool enhancements, and support pilot programs and testing.
• Facilitate monthly and ad hoc financial management review meetings and guide teams in preparing Requests for Capital Expenditure (RCEs).
• Own the portfolio across projects, provide strategic insights, and ensure accurate financial forecasts and metrics through collaboration with business units and finance personnel.