Associate Financial Analyst (FP&A and Accounting)

$100,000 - $130,000/Yr

Philo - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Professional, Scientific, and Technical Services

About the position

Philo is seeking a highly skilled Associate Financial Analyst (FP&A and Accounting) to join their finance team. This role involves a blend of financial planning and analysis (FP&A) and tax/accounting work, focusing on providing in-depth financial analysis, strategic insights, and decision support to enhance the company's financial performance. The ideal candidate will possess strong technical expertise, analytical skills, and the ability to communicate effectively with various stakeholders.

Responsibilities

• Conduct comprehensive financial analysis to support strategic decision-making and business planning.
• Develop and maintain complex financial models, forecasts, and reports to provide actionable insights into financial performance.
• Prepare detailed financial reports, including variance analysis, budget vs. actual reports, and financial projections.
• Assist in reviewing and ensuring compliance with accounting standards and accuracy in financial reporting.
• Manage and analyze tax-related issues, including compliance with federal, state, and local tax regulations, tax planning, and preparation.
• Collaborate with external tax advisors and internal teams to optimize tax strategies and ensure accurate reporting and filing.
• Identify and implement process improvements to enhance financial reporting and analysis efficiency.
• Collaborate with cross-functional teams to gather data, validate assumptions, and ensure accuracy in financial forecasting.
• Evaluate business opportunities, investments, and projects through rigorous financial analysis and scenario modeling.
• Support the annual budgeting and forecasting process, including coordination with various departments and ensuring alignment with strategic goals.
• Assist in the preparation of presentations for senior management and stakeholders, highlighting key financial insights and recommendations.
• Stay current with industry trends, financial regulations, and best practices to ensure compliance and optimal financial management.
• Assist in special projects as needed.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA desirable.
• 4+ years of progressive experience in financial analysis, planning, and reporting, with a strong background in accounting and tax.
• Proven experience with financial modeling and forecasting.
• Advanced proficiency in Microsoft Excel and financial software (e.g., Netsuite, or similar ERP systems).
• Strong understanding of accounting principles, standards (e.g., GAAP, IFRS), and financial reporting requirements.
• Experience with tax compliance, tax planning, and working knowledge of tax regulations and reporting.
• Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Detail-oriented with a high level of accuracy and strong organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities effectively.

Nice-to-haves

• Experience with Netsuite or similar ERP systems.
• Knowledge of industry trends and best practices in financial management.

Benefits

• 401(k) matching
• Commuter assistance
• Dental insurance
• Flexible schedule
• Health insurance
• Paid parental leave