Accountant / Financial Analyst

$60,320 - $83,200/Yr

RemX - Santa Ana, CA

Full-time - Mid Level

Santa Ana, CA

Administrative and Support Services

About the position

The Senior Accountant/Financial Analyst position is a critical role within the finance team, focusing on financial reporting, analysis, budgeting, and forecasting. This position requires a proactive individual who can assist the accounting team with the financial close process, ensuring accuracy and timeliness in monthly reporting and analysis. The Senior Accountant will be responsible for conducting margin analysis across various jobs and product lines, identifying areas of risk and opportunity, and developing efficiencies and standardization in processes and systems. In this role, the Senior Accountant will prepare and analyze actual financial results, comparing them to historical performance and budget expectations. Monitoring performance indicators is essential, as is highlighting trends and analyzing the causes of any unexpected variances. The position also involves assisting in the preparation of month-end reporting and various presentations, as well as budgeting, forecasting, and reporting efforts. The Senior Accountant will develop modeling tools for month-end, forecasts, and budgets, and prepare periodic cash flows, business activity reports, and financial position forecasts. Additionally, the role requires the development and maintenance of financial models to analyze and support strategic initiatives. The Senior Accountant will analyze and interpret complex financial and operational data, providing accurate and timely financial recommendations to aid decision-making. Understanding current internal and external trends is crucial for managing data effectively to eliminate waste and enhance operating performance. The position also involves providing insights and recommendations on cash flow, cost identification and allocation, and risk management, ensuring the accuracy and timely completion of all ad-hoc analyses and reports, metrics, and dashboards. Documentation of processes and procedures is also part of the responsibilities, along with other duties as assigned.

Responsibilities

• Assist the accounting team with financial close process, and monthly reporting and analysis
• Provide margin analysis across multiple jobs & product lines to assess areas of risk and opportunities
• Assist with developing efficiencies and standardization of processes/new systems
• Prepare and analyze actual financial results with appropriate comparison to historical performance and budget
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Assist in the preparation of month end reporting and other various presentations
• Assist with budgeting, forecasting, reporting, and analyzing efforts
• Assist with the development of modeling tools for month-end, forecasts, and budgets
• Assist with the preparation of periodic cash flows, business activity reports, and financial position forecasts
• Assist with the development and maintenance of financial models used to analyze and support strategic initiatives
• Prepare and analyze complex financial and operational data and provide accurate and timely financial recommendations for decision-making purposes
• Analyze and interpret information to develop actionable recommendations that impact the business
• Provide insights and recommendations on cash flow, cost identification and allocation, and risk management
• Ensure accuracy and timely completion of all ad-hoc analyses and reports, metrics, and dashboards
• Assist with documenting processes and procedures
• Other duties as assigned

Requirements

• At least 3-5 years experience in Accounting or Financial analysis
• Bachelor's Degree in Business or Accounting/Finance
• Heavy analytical skills
• Experience with Financial reporting
• Budgeting/ financial planning & analysis
• Process/Procedure improvements
• Cash flow management
• Intermediate / Advanced Excel competency
• Excellent communication and organization skills
• Ability to maintain a high degree of confidentiality
• Proactive with the ability to multi-task and learn quickly in a fast-paced environment
• Goal oriented, high-energy self-starter
• Ability to build relationships & collaborate across multiple teams
• Ability to apply accounting principles to the maintenance of all Accounts and Finance records
• Ability to make involved and varied arithmetic computations rapidly and accurately
• Able to tabulate statistical data and compile necessary reports