Our client is a growing Capital Acquisition firm that has added a new position due to growth. This exciting role will be strategic in forming processes for FP&A, and building financial models to support financing and asset management. Additionally, this reports to the VP of Finance so the expectation is for this position to grow with the organization into leadership.
POSITION SUMMARY:
Strong project management and leadership skills
Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year
Conducts thorough research and analysis of variances to ensure data accuracy
Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives
Performs financial periodic and quarterly forecasts, the annual budgeting processes, operating plans variance analysis and special projects
Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
Monitors performance indicators, highlighting trends and analyzing causes of unexpected variances
Assists in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections
Prepares financial projections and formal written proposals as required for presentation to Sr. Management
FACTORS FOR SUCCESS:
Bachelors Degree in Finance, Economics, or Accounting
MBA a strong plus
Approximately 4-6 years of any combination of experience and/or education, that demonstrates a commanding knowledge in corporate finance
Advanced knowledge in Microsoft Office Suite (with expertise in Excel); Ability to develop financial models of high complexity
Experience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast
Exposure to Hyperion Essbase and Planning a plus
Experience supporting a financial service environment including: capital leasing, real estate, or financial services a plus
Numbers & Facts
Location
Newport Beach, CA
Skills
Accountingunmatched
Actualsunmatched
Analysis Skillsunmatched
Asset Managementunmatched
Budget Managementunmatched
Budgetingunmatched
Business Administrationunmatched
Capital Expenditure (CAPEX)unmatched
Corporate Financeunmatched
Data Qualityunmatched
Economicsunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Projectionsunmatched
Financial Servicesunmatched
Forecastingunmatched
Leadershipunmatched
Leasingunmatched
Microsoft Officeunmatched
Operations Processesunmatched
Oracle Essbase (fka Hyperion Essbase)unmatched
Oracle Hyperion Planningunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Problem Solving Skillsunmatched
Project/Program Managementunmatched
Real Estateunmatched
Research Skillsunmatched
Salesunmatched
Strategic Planningunmatched
Trend Analysisunmatched
Variance Analysisunmatched
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