Financial Analyst

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

The Financial Analyst builds budgets, forecasts and monthly variance reports for operating leaders. Joining the Corporate Finance team in Sacramento, reporting to the FP&A Manager. This role is fully remote within the US.

Key responsibilities:

• Reconcile forecast data with accounting after close.
• Partner with department heads to understand spending and headcount plans.
• Prepare monthly variance analysis against budget and prior year.
• Improve forecasting processes and cut manual steps out of the model.
• Support board deck preparation with charts and commentary.
• Build and maintain the annual budget and quarterly forecast models.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Present monthly results to operating leaders and explain key drivers.

Qualifications:

• 3+ years of FP&A, corporate finance or public accounting experience.
• Working knowledge of accounting and how the three statements connect.
• Bachelor's degree in finance, accounting or economics.
• Familiar with an ERP such as NetSuite, SAP or Oracle.

What you get:

The base pay range for this position is $49.00-$53.00 an hour. Actual pay depends on experience, skills and location.

• $1,000 home office setup budget.
• Referral program.

Sacramento Investment Partners provides equal employment opportunities to all employees and applicants.

This position requires a background check.

We are unable to sponsor visas for this position.

Duration: 3 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..