Finance Analyst

Overview : Responsible for developing high-quality forecasts, reporting on business metrics, supporting strategic decisions, and act as a key contributor to the Financial Planning and Analysis team. Will combine a commitment to the company mission with a passion to lead a solutions-oriented team that partners on critical operating decisions throughout the organization.

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Responsibilities*

• Lead monthly P&L reviews by recapping results vs. plan and forecast and prepare monthly variance reports.
• Help oversee month-end close activities.
• Proactively identify, develop and implement enhancements to existing reporting and business processes.
• Support strategic decisions through modeling and analysis for key strategic business units.
• Improve and maintain One Workplace’s consolidated corporate financial model. This includes managing a rolling forecast for the business.
• Collaborate with the Finance Manager and CFO on the development of the annual and long-range financial planning process.
• Assist the development of annual and recurring forecasts and scenarios, focusing on the underlying business drivers, key financial and operating metrics, and sensitivity analysis.
• Lead the monthly close and forecast cycle by working closely with the Accounting team and with other members within FP&A, while performing variance analysis and ensuring accurate forecasts are achieved.
• Support the production of monthly, quarterly, and annual financial presentations.
• Refine systems and modeling tools and techniques to support business growth and seek out process improvement opportunities.
• Perform ad hoc analyses that drive strategic business decisions. Analyze data and financial and business metrics used by the company and senior management.

Qualifications:

Education and Experience
Bachelor's Degree (or equivalent) in Finance, Accounting or Economics related field, a minimum of 5 years’ experience including 3-5 years of relevant work experience across strategic planning and P&L management. A combination of education and experience will be considered.

Knowledge/Skills/Abilities

• Attention to detail with the ability to calibrate communications to the level of detail appropriate to the situation and audience.
• A proven ability to problem solve and proactively address issues in a professional and effective manner.
• Requires a strong analytical orientation to support the Finance & Accounting team in looking for opportunities to drive scale in financial operations.
• Must be a self-starter who regularly takes initiative and can juggle multiple projects simultaneously, demonstrating creativity and judgment while prioritizing appropriately to meet tight deadlines.
• Takes pride in meeting deadlines and exceeding expectations on quality of output.
• Ability to interact with executives in a fast-paced, high-growth environment.
• Requires a strong analytical orientation to support the Finance & Accounting team in looking for opportunities to drive scale in financial operations.
• Must have a high level of proficiency in Excel and accounting packages (e.g., Oracle ERP, NetSuite) required. Database experience (e.g., SQL) and Business Planning systems (e.g., Adaptive Insights) a plus.
• Solid understanding of corporate finance and basic accounting required.
• Ability to work in fast-paced environment with minimal supervision.
• Comfortable working with and articulating financial concepts to functional GM’s and senior executives.
• High standard for integrity required for exposure to confidential company performance, legal contracts and employee information.
• Some local travel required

Physical Requirements

• Sitting for long periods of time operating computer
• Seeing, hearing, color perception, clear speech

Work Environment
Regularly works alone and with others in person, over the phone and via email. Nature of work may require time spent out of the office; reliable transportation required. Generally, works regular business hours in an office environment around moderate noise.

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Job Status – Exempt*

Location: 2500 De La Cruz Blvd., Santa Clara, CA 95050

Job Type: Full-time