Jobs · Finance · California

Financial Analyst

UG2 · San Francisco, CA · 3 days ago
FinanceFull-time

About the role

The Financial Analyst will report directly to the Regional Finance Manager and play a key role in supporting finance functions across the West Region. This is a highly collaborative position that partners closely with the regional finance team, operations, and back-office functions to support the monthly close cycle, financial reporting, and ongoing analysis of regional results.

Responsibilities

  • Assist in the month-end close process, including the preparation of journal entries, accruals, and supporting documentation, working closely with the finance team to meet established deadlines.
  • Review and analyze general ledger activity, researching variances and reconciling items and preparing adjusting entries as needed to ensure the accuracy and integrity of financial results.
  • Compile and maintain supporting schedules and financial tracking tools, ensuring underlying data and documentation are complete, current, and audit-ready.
  • Perform recurring analysis of key cost drivers and operating metrics, identifying trends, variances, and outliers and escalating items that warrant further review.
  • Aid in the preparation and distribution of monthly financial reporting packages, and participate in financial review meetings with operations to help research and resolve open items.
  • Serve as a day-to-day point of contact for finance-related inquiries from the field, coordinating follow-up and driving items to timely resolution, particularly during the close cycle.
  • Collaborate with the finance team, operations, and back-office functions to gather information, clarify discrepancies, and support accurate and timely reporting across the region.
  • Contribute to the continuous improvement of finance processes, reporting tools, and documentation standards, bringing forward suggestions to increase accuracy and efficiency.
  • Perform ad hoc financial analyses, reporting, and special projects in support of the Regional Finance Manager and broader finance team as required.

Qualifications

  • Bachelor's degree from a four-year college or university in Business, Finance, Accounting, or a related field, and 1–3 years of relevant financial or accounting experience (internship experience considered).
  • Experience using Microsoft Office programs, particularly Excel (intermediate to advanced preferred), Word, and PowerPoint.
  • Knowledge of and/or prior experience with Sage Intacct, ADP Vantage, Bill.com, and Kronos preferred, but not required.

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