10077 - Sr. Finance Analyst II

What you will be doing

The selected Senior Financial Analyst II will be based 5-days onsite at our Irvine, CA office and will be responsible for defining and maintaining HAEA Financial forecasts; as well as managing and taking leadership on the annual Budgeting Process implementing industry best practices.

You will support the business, manage the budget utilization, and provide HAEA management and clients with insightful analysis to support decision making.

The Senior Financial Analyst II will also be expected to engage with Project Managers to understand current and future business objectives and strategy to allow the business to achieve its goals within the stated budget parameters.

Executives and senior managers rely on the analyst's financial advice and solutions to address short and long term business needs.

You will lead the business to solutions team that enables the business to achieve key objectives and are consistent with the overall financial goals of HAEA by tracking Key Performance Indicators and business metrics and making recommendations based on the available information.

Help design, organize and execute company's annual budgeting processes

Work with budget managers and analyze various data to perform monthly financial forecasts

Design and produce periodic financial reporting packages, including but not limited to financial review dashboard, Client Business Unit (CBU) monthly/quarterly financial reviews, and monthly variance analysis

#Perform analysis on data from various sources to facilitate budgeting, forecasting, variance analysis, IT optimization, and other corporate initiatives

Analyze, review, audit and improve financial and other relevant data submitted by operation managers or extracted from SAP and other databases for budgeting, forecasting, and CBU billing.

Liaise between the company and client business units by responding and providing analysis and reports as requested

Develop and create ad-hoc reports as requested by internal as well as external parties

Implement budgetary control over expenses and manage budget adjustments through detailed and accurate logging and recording of transactions

Analyze related data and provide timely and relevant insight and recommendation for business decision makers during planning as well as execution of projects and operations

Perform internal as well as industry research on best practices, standards and current technical financial and accounting topics to advise and improve financial processes, reports and policies

Plan, design and implement process improvements within the FPA section and affect positive changes within the company

Track and monitor actual company costs, actual CBU billing, and planned CBU billing and alert management of health of various business lines.

Ensure CBU billing is current and resolve outstanding issues that prevent billing to be current

Perform ad-hoc reports, analysis, and other duties as required or requested

What we require from you

• Bachelor's Degree in Finance or equivalent work experience required
• 5+ years' experience in financial planning and analysis along with high-level proficiency in MS Excel required
• Knowledge of IT industry products preferred
• Financial System design and administration a plus (i.e. Financial Planning systems, Accounting systems, databases, etc.)
• Experience with financial software such as SAP, Oracle Fusion, Prophix, RPA and SQL is a plus
• Excellent critical thinking, problem solving, and presentation skills are required
• Independent problem solver and team player who can work well with others