Lead Financial Analyst

Our industry groups cover construction, healthcare, manufacturing, real estate and financial institutions. We provide audit, tax and advisory services to private companies, public entities and nonprofits.

The position:

Burbank Associates has an opening for a Lead Financial Analyst. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Joining the Corporate Finance team in Palo Alto, reporting to the FP&A Manager.

In this role you will:

• Develop dashboards in Power BI or Tableau for leadership.
• Partner with department heads to understand spending and headcount plans.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Pull data from NetSuite, Salesforce and the data warehouse.
• Present monthly results to operating leaders and explain key drivers.

Minimum qualifications:

• 7+ years of FP&A, corporate finance or public accounting experience.
• Clear written commentary for monthly reporting.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Working knowledge of accounting and how the three statements connect.
• Experience building budgets and forecasts.
• Strong attention to detail in large models.

Preferred qualifications:

• CPA, CFA Level I or MBA.
• Power BI or Tableau.

$154,000 - $205,000/year

Perks and benefits:

• Medical, dental and vision insurance.
• 401(k) with company match.
• 12 weeks of paid parental leave.
• Gym membership reimbursement.
• Paid holidays.
• Health, dental and vision coverage starting on day one.

Burbank Associates provides equal employment opportunities to all employees and applicants.

We are not working with agencies on this role.

Start: Flexible.

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