Financial Reporting Analyst I

Essential Job Functions & Expectations

• Must be able to perform the essential functions of the job with or without reasonable accommodations.
• Utilizes SQL Queries and Microsoft Office Excel to refresh, modify, review, and distribute standard and non-standard financial reports, statistical analysis and business analytics on a daily, weekly, monthly, and/or quarterly basis.
• Develops Quality Assurance procedures and gains understanding of system and/or business processes to validate updated data, analysis, and reporting prior to distribution to Management Team.
• Ties data and results back to General Ledger or Financial statements.
• Researches, Summarizes, and provides conclusion of Financial Results and Business Performance in written form and for presentation to senior management.
• Affords assistance with financial forecasting and budgeting models.
• Partners with Operational Management team for additional analysis and areas for improvement.
• Takes the initiative to discuss assignments, expectations, priorities and deadlines as well as seek guidance and coaching from manager. Notifies manager when workload is light and volunteers for additional work. Adjusts effectively to work within new work structures, processes, requirements or cultures.

Minimum Requirements

• Education: Bachelor's degree in Finance, Accounting, Business Economics, Statistics or a related field preferred.
• Experience: At least one (1) year Bookkeeping, Accounting, or Financial intern work preferred with emphasis on quantitative and financial analysis, forecasting, and scenario/sensitivity analysis.
• Experience: Building, modifying, maintaining, and reviewing financial models.
• Knowledge, Skills And Abilities: Cognitive ability to reason, plan, identify problems, think abstractly, comprehend complex ideas, learn quickly, learn from experience, and appropriately apply learning to new situations.
• Skills: Strong interpersonal and communication skills with the ability to maintain collaborative working relationships with other team members across functional groups.
• Knowledge: Professional written and verbal communication skills. Updating & modifying SQL querying skills preferred. Demonstrates proficiency with MS Office Suite skills, with advanced application of Excel. Process and results oriented, motivated to keep projects moving ahead by removing obstacles and exploring alternatives. In-depth understanding of General Ledger is a plus.

Work Conditions

• Work Environment: Work is primarily indoors; professional attire required when in contact with families.
• Work Postures: Frequent continuous period of time sitting or standing up to 6 hours per day; frequently climbing stairs to access buildings.
• Physical Demands: Physical effort requiring manual dexterity is required, includes paperwork, computers and phone usage.
• Work Hours: May work beyond standard hours or schedule as business needs arise; limited amount of local and/or multiple location travel required.

Compensation

$74,000/yr - $83,500/yr Exact compensation may vary based on skills, experience, and location.

Benefits

Not specified.

Schedule

Not specified.

Pay

Exact compensation may vary based on skills, experience, and location.

Benefits

Not specified.

Skills

Not specified.

Qualifications

Not specified.

Requirements

Not specified.

Benefits

Not specified.

Schedule

Not specified.

Pay

Exact compensation may vary based on skills, experience, and location.

Job Location

US-CA - Whittier

Category (Portal Searching)

Finance and Accounting