Financial Analyst II

Small businesses use our merchant services for card processing, POS terminals and next-day funding. Mortgage brokers in California send us loans to underwrite, close and fund. Still family owned, 109 years on.

The role

This is a backfill for a team member who is relocating. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. The work is on site and cannot be done remotely.

Your responsibilities

• Improve forecasting processes and cut manual steps out of the model
• Reconcile forecast data with accounting after close
• Answer ad hoc questions from the CFO with quick-turn analysis
• Track headcount and payroll costs against plan
• Present monthly results to operating leaders and explain key drivers
• Partner with department heads to understand spending and headcount plans
• Model pricing changes, capital projects and new business cases

Requirements

• 3+ years of FP&A, corporate finance or public accounting experience
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Experience building budgets and forecasts

What we offer

Rate: $96,000-$115,000 per year

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Paid sick leave
• Short- and long-term disability
• Paid time off
• Employee discount

We are unable to sponsor visas for this position.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Saltdesk.