Industry: Oil & Gas
Revenue Size: $425 MILLION
Year in Business: 1997
Position Title: Sr. Financial Analysis
Reports To: Director of finance
Benefits: Medical, 401k – no vesting wait time
After 1000 continuous hours match up to 50% for that year when it pays out
Stock at 15% discount rate
Software: Power bi, Microsoft 360 d5, tableau, excel (must have)
Why is the position open: current person moving out of the country
Ideal Candidate: strong budgeting and forecasting, modeling and variance skills detailed oriented, analytical mind, doesn’t want to train beside onboarding
Our office is located on a beautiful campus in Newport Beach, California.
Benefits Offered - 401K, Medical, Dental, Vision, Life, AD&D and more.
Salary range: $80,000 - $100,000 Depending on Experience
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Prepare budgets and forecasts, including monthly/quarterly forecasts, mid-year forecasts, and annual budgets.
Perform monthly variances analysis of actual to budgets and/or forecasts results for monthly deliverables to senior management.
Apply strong analytical skills to understand the root cause of variances.
Prepare and design ancillary business/financial models and other special projects as needed.
Understand the internal legacy computer systems in order to retrieve historical data, including downloads of data into Excel or other applications.
Ensure financial processes and reports meet corporate and industry guidelines.
Analyze monthly department spending and communicate trends with Sr. Management.
Work with department heads to manage spending, identify problem areas and support financial aspects of new corporate projects.
Continuously improve, automate and simplify processes to help drive better decision-making.
Collaborate and suggest in the development or adjustment of Key Performance Indicators to drive business decisions, processes, and optimizations.
Proactively build and manager relationships with corporate department heads.
Create internal management reports for monthly, quarterly and yearly financial results and prepare commentaries and suggestions for senior management.
Prepare monthly reports and variance analyses for management review, participates in short- and long-range financial planning and forecasting, and prepares ad-hoc financial analyses and reports.
Support the implementation of financial reporting and planning systems.
Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors.
Other duties as assigned.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and with tight deadlines. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education And/or Experience
Bachelor’s degree in business related field with emphasis in Finance and Accounting preferred.
A minimum of 1-5 years of experience in a related field, with exposure to gas fuel industry and manufacturing environment a plus; or equivalent combination of education and experience.
Requires strong knowledge of budgeting, forecasting, variance analysis and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Strong knowledge of budgeting, forecasting, variance analysis and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Computer Skills
To perform this job successfully, an individual must have strong experience with Microsoft Office Excel and the ability to work comfortably with other programs in Microsoft Office.
Certificates, Licenses, Registrations
None.
Competencies
To perform the job successfully, an individual should demonstrate the following behaviors:
Quality: Consistently produces high quality work (accurate, neat, and thorough). Strives to improve productivity, processes and quality. Demonstrates strong knowledge and skills related to the job. Presents a professional image with dress, demeanor, and manners. Maintains clean workspace, company equipment and company vehicles. Safety is a high priority; performs job safely.
Communication: Communicates clearly, concisely, effectively, professionally and timely.
Exhibits good listening and comprehension skills. Keeps others appropriately informed and shares ideas even when unpopular. Listens to what others have to say. Maintains open and active communication with colleagues. Effectively uses knowledge and experience in asking, probing, and anticipating issues to ensure quality is provided.
Teamwork: Fosters the spirit of working with each other. Displays respect, courtesy, politeness, tact, and openness. Handles conflict in an appropriate and professional manner. Builds relationships, promotes cohesiveness, models collaboration with others. Considers impact and issues for our customer and other departments. Engages other impacted departments early for solutions.
Persistence: Develops workable alternatives and solutions. Exhibits persistence in following assignments through to completion. Promotes process improvements.
Reliable: Responds in a timely manner. Is honest, ethical, value-driven and trustworthy. Keeps commitments made, completes assignments and meets deadlines. Accountable--Takes responsibility for own actions and performance. Meets attendance and punctuality guidelines. Available and accessible.
Entrepreneurial: Takes initiative and appropriate action. Is engaged and committed to achieving the company’s mission. Pursues better ways to get things done and takes appropriate risks. Keeps up to date with competitor information and market trends. Controls costs and thinks in terms of profit, loss and added value. Is committed to the satisfaction of customers.
Leadership: Provides clear direction around a vision. Creates actionable plans and is proactive & anticipatory. Demonstrates innovative approaches and solutions. Is an example for employees and others. Accepts responsibility for individual and team performance. Makes appropriate and timely decisions and takes action on decisions. Sets clear and reasonable performance expectations. Motivates and empowers others. Delegates tasks appropriately. Recruits staff of a high caliber. Provides feedback to subordinates that is timely and direct. Recognizes subordinates for their contributions and effort. Encourages continuous growth and learning in others. Shows respect for others and their ideas. Helps others manage through change.
Passion: Is excited and creates enthusiasm about the company’s future. Promotes a sense of company pride. Displays sense of pride in the department and its contributions. Displays passion for the job.
Physical Demands
Physical demands are customary for this type of position. Always practice good judgment and refer to the safety guidelines. The employee is frequently required to walk and sit. The employee is occasionally required to stand. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The employee must occasionally lift and/or move up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Always practice good judgment and refer to the safety guidelines.
