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Senior Financial Analyst
18 Applications Submitted for this Position

Job Description

Leading diversified corporate service provider based in Orange County is looking for a successful Senior Financial Analyst to join the Finance Team! 


This individual will be a business partner to the Sales & Marketing and Product Marketing Organizations in revenue planning/forecasting, expense planning/forecasting, business case, ROI, and the enhancement of financial models.



  • This is a high level FP&A role, must have strong interpersonal skills, ability to make presentations to  senior management
  • Advanced Excel and PowerPoint, modeling. 
  • Candidates must be local to the Southern California area.


    Specific duties include but not limited to: 

    •         Assist in budgeting, planning and analysis activities for Sales and Product Marketing operations, including Sales forecasting and modeling.
    •         Perform monthly Revenues, Margin and Sales expense analysis
    •         Ad-Hoc reporting on Sales trends, customer purchase patterns, product mix, etc
    •         Evaluate proposed pricing structures and Marketing Incentive Programs to ensure congruent with company objectives and achieve required ROI
    •         Retrieve data from and act as a liaison between Sales and IT to develop tools to effectively and efficiently gather and report sales data
    •         Act as a first line support to worldwide Sales & Marketing and Product Marketing revenue reporting, pricing/margin analysis, channel partner purchase trends, evaluation of strategic pricing initiatives, and Sales and Marketing operating expense reviews
    •         Work with Executive Leadership Team on business modeling projects





    Job Requirements





    •         BA/BS in Finance or Business Management. MBA in Finance or Business Management a plus.
    •         3+ years experience working in Finance or related field; some Accounting background is a plus.
    •         Prior sales analysis experience including sales quota development, margin analysis and cost modeling
    •         Experience in project management, data modeling and process mapping skills
    •         Experience in a channel / distribution environment, with an understanding of channel and pricing strategies in Sales & Marketing
    •         Must work independently and work well in a team environment
    •         Ability to promote and participate in cross functional teams, mainly Operations, Accounting and Sales. Must be able to challenge and make recommendations in a productive manner.
    •         Ability to adapt to rapid business changes and influence organization with a positive change
    •         Must possess business acumen, excellent communication, analytical, and organizational skills while balancing multiple priorities and meeting strict deadlines
    •         Must be self-motivated with a high degree of creativity and leadership to influence rapid and positive change
    •         Ability to anticipate business needs, multi-task, and adjust to changes in priorities

    Job Snapshot

    Base Pay $75,000.00 - $90,000.00 /Year
    Employment Type Full-Time
    Job Type Finance
    Education 4 Year Degree
    Experience At least 4 year(s)
    Manages Others No
    Bonus Pay $8,000.00
    Industry Consumer Products
    Required Travel None
    Job ID SFA-OCJU71
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    Senior Financial Analyst

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