Jobs · Finance · California

Junior Finance Executive

UST · Aliso Viejo, CA · 1 mo ago
Finance$52k–$73k/yrFull-time

About the Role

UST is searching for a motivated Junior Finance Executive with 1–2 years of experience to support day-to-day finance operations, reporting, analysis, budgeting, and financial tracking. The ideal candidate will have a good understanding of basic finance and accounting principles, strong analytical skills, and proficiency in Excel. Experience working in an IT services, System Integration (SI), consulting, or software organization is preferred, as the role will involve supporting finance activities in a project- and client-driven environment.

Responsibilities

  • Support day-to-day finance and accounting activities, including financial tracking, reconciliations, and reporting.
  • Assist with monthly and quarterly financial reporting and preparation of management reports.
  • Support budgeting, forecasting, and variance analysis activities.
  • Track project-related financials, including revenue, costs, budgets, margins, and profitability.
  • Assist in monitoring customer billing, invoices, accounts receivable, and outstanding payments.
  • Work with business and project teams to collect and validate financial information.
  • Prepare financial reports, dashboards, and ad hoc analyses for management.
  • Maintain accurate financial records and supporting documentation.
  • Assist with month-end and year-end closing activities as required.
  • Identify discrepancies in financial data and work with relevant teams to resolve them.
  • Support process improvements and automation of routine finance activities.

Requirements

  • 1–2 years of relevant experience in Finance, Accounting, Financial Analysis, or Finance Operations.
  • Bachelor's or Master's degree in Finance, Accounting, Commerce, Business Administration, or a related discipline.
  • Good understanding of basic accounting and financial concepts.
  • Strong analytical and numerical skills with attention to detail.
  • Good working knowledge of Microsoft Excel, including formulas, PivotTables, VLOOKUP/XLOOKUP, and data analysis.
  • Ability to work with large amounts of financial data and prepare meaningful reports.
  • Good written and verbal communication skills.
  • Ability to work collaboratively with finance, operations, sales, and delivery teams.

Preferred Qualifications

  • Prior experience in an IT services, System Integrator (SI), consulting, technology, or software company.
  • Exposure to project financials, revenue forecasting, utilization, margins, or profitability analysis.
  • Familiarity with ERP or finance systems such as SAP, Oracle, Workday, or similar platforms.
  • Exposure to Power BI or other reporting/visualization tools would be an advantage.

Compensation

Role Location: California

Compensation Range: $51,500 - $73,000

Benefits

  • Full-time, regular employees accrue a minimum of 10 days of paid vacation per year, receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year), 10 paid holidays, and are eligible for paid bereavement leave and jury duty.
  • Eligible to participate in the Company's 401(k) Retirement Plan with employer matching.
  • Employees and their dependents residing in the US are eligible for medical, dental, and vision insurance, as well as the following Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits.
  • Regular employees may purchase additional voluntary short-term disability benefits, and participate in a Health Savings Account (HSA) as well as a Flexible Spending Account (FSA) for healthcare, dependent child care, and/or commuting expenses as allowable under IRS guidelines.
  • Benefits offerings vary in Puerto Rico.
  • Part-time employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company's 401(k) Retirement Plan with employer matching.
  • Full-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company's 401(k) program with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance.
  • Part-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year).
  • All US employees who work in a state or locality with more generous paid sick leave benefits than specified here will receive the benefit of those sick leave laws.

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