FirstBank Jobs

Description We are on the lookout for a Financial Analyst to be a part of our dynamic team based in Anaheim, California. The role involves conducting financial modeling on various financial products, analyzing and forecasting performance in conjunction with operating plans, and advising management on the allocation of resources to best accomplish objectives. The successful candidate will also be responsible for preparing reports for management and working cross-functionally with other teams.

Responsibilities:

• Support world-class strategic and financial planning methods and build long-range operating plans to support business imperatives

• Develop rolling forecast processes to ensure maximum effectiveness of resources

• Operationalize and cultivate a more data-driven planning process and improve monthly and quarterly reporting

• Coordinate various planning cycles (annual planning, quarterly forecasts, and monthly outlooks)

• Provide strategic analyses and recommendations, becoming embedded within the Marketing and Customer Success organizations

• Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

• Work closely with cross-functional partners in Accounting, Recruiting, People, and Operations to execute against plans

• Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to manage their resources effectively

• Drive monthly reporting to business partners on financial results and actions required

• Collaborate with Accounting on the monthly and quarterly financial close process. Requirements • Minimum of 2 years of experience as a Financial Analyst or in a similar role.

• Proficient in Accounting Software Systems.

• Knowledge of CapEx and Expense Reporting.

• Familiarity with Enterprise Resource Planning (ERP) and ERP Solutions.

• Experience with Great Plains (GPAC) and About Time software.

• Proficient in various Accounting Functions.

• Understanding of Budget Processes.

• Experience in Finance and financial analysis.

• Ability to work in a team and independently.

• Excellent verbal and written communication skills.

• Strong analytical, problem-solving, and decision-making skills.

• Attention to detail and accuracy.

• Ability to handle multiple tasks and meet tight deadlines.

• Bachelor's degree in Finance, Economics, or related field is preferred.

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