Financial Analyst (Accounting & FP&A)
Location: Remote, with occasional onsite visits to the Marina/Santa Cruz, California area, approximately once per quarter as needed
Schedule: Standard business hours, 8:00 a.m. to 5:00 p.m.
Travel: Up to 10%
Overtime: Up to 10%, as needed
Candidates outside the area are welcome to apply.
About the Opportunity
SuperbTech is seeking a dependable, detail-oriented Financial Analyst to support our client's newly established joint venture finance team. This position provides hands-on accounting and finance support, including financial-model updates, journal entries, reconciliations, cash reporting, and accurate transaction processing.
Initial responsibilities will focus on core accounting functions, with opportunities to expand into Financial Planning & Analysis (FP&A) as the team develops. This opportunity is well suited for an early-career professional with strong accounting fundamentals, analytical skills, and an interest in growing into a broader finance role.
Key Responsibilities
- Update financial models, assumption schedules, source data, and supporting calculations under management direction.
- Prepare routine journal entries in Microsoft Dynamics 365 Finance, ensuring complete supporting documentation and appropriate approval routing.
- Support monthly close, opening-balance activities, account reconciliations, accrual schedules, and general-ledger maintenance.
- Assist with bank reconciliations, cash-position reporting, transaction research, and preparation of authorized cash-management and bank-transfer documentation.
- Enter and maintain vendor, invoice, account, cost-center, fixed-asset, and reporting data.
- Support accounts payable, fixed assets, treasury, and other transaction-processing activities while following established authorization and documentation requirements.
- Prepare recurring budget-to-actual, forecast, cash-flow, and variance reports using Excel and source-system data.
- Track outstanding financial-model assumptions and data requests, follow up with designated owners, and maintain organized status logs.
- Maintain audit-ready reconciliations, schedules, control evidence, and electronic files with clear naming and version control.
- Document repeatable procedures and recommend practical process improvements.
Required Qualifications
- One to three years of relevant experience in accounting, finance, treasury, audit, or financial analysis. Relevant internship experience will be considered for recent graduates who can clearly explain their contributions and accomplishments.
- Working knowledge of accounting fundamentals, including journal entries, debits and credits, account reconciliations, accruals, and basic financial statements.
- Intermediate Microsoft Excel proficiency, including formulas, lookups, pivot tables, data organization, and financial-model updates.
- Experience using an ERP or general-ledger system.
- Strong accuracy, organization, analytical ability, confidentiality, and follow-through.
- Ability to follow established approval processes and financial controls.
- Adaptability, initiative, and a willingness to learn in a developing finance environment.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.
- 1-3 years of relevant accounting or finance experience. Relevant internships considered.
- Knowledge of journal entries, reconciliations, accruals, and basic financial statements.
- Intermediate Excel skills, including formulas, lookups, pivot tables, and model updates.
- Experience using an ERP or general-ledger system.
- Strong analytical skills, accuracy, organization, confidentiality, and ability to follow financial controls.
- Open to relocation if full-time conversion occurs, with relocation assistance available if required.
Ideal Candidate
A detail-oriented, proactive accounting or finance professional eager to grow into FP&A. Ideally brings experience with Microsoft Dynamics 365 Finance, monthly close, cash reporting, and financial modeling. Familiarity with Power Query, Power BI, automation, or responsible use of AI tools is a plus.