Tellus Solutions - San Carlos, CA

posted 3 months ago

Full-time - Entry Level
San Carlos, CA
Professional, Scientific, and Technical Services

About the position

The Financial Analyst position focuses on budgeting and financial management, requiring a strong analytical background and proficiency in financial analysis. The role involves designing and creating advanced Excel templates and workbooks, utilizing functions such as data validation, conditional formatting, pivot tables, VLOOKUP, and IFS. The analyst will conduct thorough data analysis to support budgeting and forecasting processes, ensuring accuracy and integrity in financial reporting. Additionally, the position entails reviewing and analyzing year-over-year budget changes, historical trends, and project budget assumptions to provide insights for decision-making. The analyst will also be responsible for providing operating and capital analysis for current budget year activities and assisting with ad-hoc financial projects as needed. This role is essential in delivering financial analysis and support on budget projects and other assignments as required, contributing to the overall financial health of the organization.

Responsibilities

  • Design and create Excel templates and workbooks using advanced Excel functions.
  • Conduct accurate data analysis to support budgeting and forecasting processes.
  • Assist with ad-hoc financial projects and analyses as needed.
  • Review and analyze year-over-year budget changes and historical trends.
  • Provide operating and capital analysis for current budget year activities.
  • Deliver financial analysis and support on budget projects and other assignments.

Requirements

  • A Bachelor's Degree in accounting, finance, or related field.
  • Two (2) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field.
  • Strong analytical and problem-solving skills.
  • Detail-oriented with a strong focus on accuracy and data integrity.

Nice-to-haves

  • Knowledge of public sector financial regulations and practices.
  • Experience with enterprise financial management systems (e.g. PeopleSoft).

Benefits

  • Health insurance
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