Financial Analyst: BA / BS degree, full P&L, gross margin to net income, cost of goods sold / revenue / volume / pricing variance analysis, prefers public (SEC) exp

  • Newport Beach, CA
  • Posted 60+ days ago | Updated 23 days ago

Overview

On Site
$75,000 - $95,000
Full Time
No Travel Required

Skills

financial analysis
variance analysis
financial analyst
sec filings
forecasting
budgeting
financial modeling
excel
erp
dynamics 365
dynamics 365 F&O
CFA
chartered financial analyst
accounting
finance
construction project financials
oil
energy
gas
renewable energy
P&L statements
profit & loss statements
KPIs
sec reports
financial statements
FP&A
gross margin
cost accounting
cost of goods
adaptive planning

Job Details

THIS ROLE IS FULLY ONSITE IN NEWPORT BEACH, CA.
 
KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Financial Analyst: BA / BS degree, full P&L, gross margin to net income, cost of goods sold / revenue / volume / pricing variance analysis, prefers public (SEC) exp
 
We have a complexity of data (some 600 income statements from various portions of the business / subsidiaries) so we need someone curious / eager to digest data!
 
Serve as finance business partner to the various departments of our organization. A successful analyst must be customer service oriented, systems savvy, possess strong communication/relationship skills, and able to work collaboratively as part of the team as well as independently. 
 
Essential Duties and Responsibilities include the following. Other duties may be assigned. 
  • Analyze full P&L including gross margin to net income (cost of goods sold, revenue / volume / pricing)
  • Responsible for the month end reporting and analysis process, including the preparation and review of profit and loss statements and KPIs to ensure overall accuracy of the reports. 
  • Perform monthly variance analysis of actual to budget and/or forecast results for monthly deliverables to senior management. Ensure costs are properly captured and reported. 
  • Apply strong analytical skills to understand the root cause of variances. 
  • Develop budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual budgets. 
  • Prepare and design ancillary business/financial models and other special projects as needed. 
  • Understand the internal legacy computer systems in order to retrieve historical data, including downloads of data into Excel or other applications. 
  • Ensure financial processes and reports meet corporate and industry guidelines. 
  • Analyze monthly department spending and communicate trends with Sr. Management. 
  • Work with department heads to manage spending, identify problem areas, and support financial aspects of new corporate projects. 
  • Proactively build and manage relationships with corporate department heads. 
  • Collaborate and suggest in the development or adjustment of Key Performance Indicators to drive business decisions, processes, and optimizations. 
  • Create internal management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management. 
  • Prepare monthly reports and variance analyses for management review, participate in short and long-range financial planning and forecasting, and prepare ad-hoc financial analyses and reports. 
  • Support the implementation of financial reporting and planning systems. 
  • Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors. 
  • Develop procedures, schedules, and materials for the quarterly forecast process. 
  • Continuously improve, automate, and simplify processes to help drive better decision-making. 
  • Seek process improvements and drive them to completion within Finance and the larger organization. 
  • Other duties as assigned. 
Qualifications 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and with tight deadlines. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
 
Education and/or Experience 
  • Bachelor's Degree in Business Administration, Finance, Accounting, Economics, or related fields required for candidates with less than 5 years of experience. A degree in Finance or Economics would be preferred. Any degree acceptable for candidates with 5-10 years of experience. 
  • MBA is a plus. 
  • Chartered Financial Analyst (CFA) is a plus. 
  • Experience in oil / gas / energy, consumer packaged goods, &/or manufacturing (of goods) where you have a firm grasp of gross margin / cost of goods sold required)
  • 2-10 years of progressive, professional experience with financial analysis or corporate finance or equivalent combination of education and experience. 
  • Exposure to the full P&L to include gross margin to net income (cost of goods sold, revenue, pricing, volume, etc.)
  • Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results
  • Experience working with a public company where you assisted w/ SEC Filings is preferred (can be at any point in your career)
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. 
  • Ability to write reports, business correspondence, and procedure manuals. 
  • Experience working w/ an ERP required; Microsoft Dynamics D365 experience a plus
  • Extensive knowledge of Microsoft Office Suite, including advanced Excel skills, Outlook, Teams, PowerPoint, and Word. 
  • Experience with Adaptive Planning or comparable FP&A tool a big plus
  • Strong verbal and written communication skills including the ability to establish strong relationships with others within and outside of the organization. 
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. 
  • Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. 
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 
  • Ability to work with incomplete information and deal with varying levels of ambiguity to provide insights from large data sets. 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk and sit. The employee is required to stand occasionally. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Always practice good judgment and refer to the safety guidelines. 
 
Work Environment 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Always practice good judgment and refer to the safety guidelines. 
 
The noise level in the work environment is usually moderate. 
 
Compensation depends on experience but is typically $75-95K plus bonus. We have informed the client that the salary is off-market and are willing to send qualified candidates overcompensation. 
 
ABOUT KORE1
Specializing in professional and technical recruiting, KORE1 is committed to supporting top IT, Engineering, Creative, Scientific, Accounting and Finance professionals in their career paths. We build deep relationships with leading companies, connecting them to exceptional talent every day. With extensive industry expertise and unmatched opportunities, our goal is to provide a unique experience for our contractors and consultants as they prepare for their next role. We are passionate about matching the right people with the right companies.
 
Kore1 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Kore1 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Kore1 expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Kore1's employees to perform their job duties may result in discipline up to and including discharge.
Supervisory Responsibilities 
This position has no supervisory responsibilities.