Financial Analyst II (On-site San Diego)
hace 18 horas
San Diego
The Financial Analyst II is responsible for supporting the organization's FP&A, financial reporting, month-end close, forecasting, budgeting, planning, and internal management reporting processes. This role gathers, loads, validates, analyzes, and interprets financial and operational data to produce reporting packages, variance explanations, business commentary, dashboards, and financial models used by Finance leadership, business owners, executive leadership, and other internal stakeholders. This position supports enterprise-level reporting across the income statement and balance sheet, including actuals, actual-to-forecast, actual-to-plan, trend reporting, and financial performance analysis. The role may support client-level gross profit reporting, including volume drivers, lives, claims, revenue, cost of goods sold, margin, and client profitability analysis, or department-level operating expense reporting, including vendor analysis, budget and forecast support, department variance reporting, and KPI/dashboard reporting. Essential duties and responsibilities include the following. Other duties may be assigned. • Support the preparation, maintenance, and distribution of recurring internal financial reporting packages for Finance leadership, business owners, executive leadership, and other internal stakeholders., • Load, validate, and tie out financial and operational data as part of the team's shared reporting responsibilities., • Own assigned reporting packages and ensure reporting is accurate, complete, timely, and aligned with established reporting requirements., • Support portions of the month-end close process, including financial reporting, variance analysis, trend analysis, and business commentary., • Support the monthly forecasting process, including updating forecast models, analyzing financial results, and identifying risks, opportunities, and reporting anomalies., • Independently manage assigned components of the annual budgeting, monthly forecasting, and 5-year planning/reforecasting processes, including gathering and validating assumptions, updating financial schedules and models, analyzing results, and coordinating follow-up with business owners., • Prepare actual-to-plan, actual-to-forecast, and trend reporting across income statement and balance sheet accounts., • Analyze financial performance and summarize key business drivers impacting revenue, gross profit, operating expenses, balance sheet activity, and overall financial results., • Prepare monthly variance explanations and business commentary for assigned areas of responsibility., • Present financial results, variance explanations, risks, opportunities, and key findings to Finance leadership and business owners., • Attend monthly department actual-to-budget variance meetings and provide reporting support, analysis, and follow-up as needed., • Independently partner with internal stakeholders for assigned areas to validate financial results, understand underlying business drivers, and translate findings into clear and accurate reporting commentary., • Support client-level gross profit reporting, including analysis of revenue, cost of goods sold, margin, volume drivers, volume, lives, claims, utilization, and client profitability., • Perform assigned client profitability model updates, data validation, reconciliations, and reporting; investigate variances or data anomalies and coordinate resolution with appropriate team members and stakeholders., • Support department-level operating expense reporting, including budget, forecast, actual-to-budget, actual-to-forecast, vendor spend, and trend analysis., • Develop, maintain, and update assigned KPI reporting, dashboards, and management reporting views in accordance with established definitions, reporting standards, and stakeholder requirements., • Own assigned schedules and analyses supporting quarterly executive and board reporting packages, including validating source data, preparing variance explanations and business commentary, and resolving reporting questions before management review., • Support quarterly external audit and review procedures by independently running, validating, reconciling, and delivering assigned client-level reporting; investigate routine discrepancies and coordinate timely resolution with appropriate team members and stakeholders., • Utilize Hyperion EPM as the primary reporting tool to retrieve, analyze, validate, and report financial results., • Once proficient, serve as a knowledgeable team resource for established Hyperion EPM reporting processes, assist with routine user questions, and support reporting validation and troubleshooting., • Identify and investigate reporting anomalies, data quality issues, risks, and opportunities; determine the probable cause of routine issues and communicate findings and propose next steps to appropriate team members or stakeholders., • Identify and implement approved improvements within assigned reporting processes to enhance accuracy, consistency, efficiency, documentation, and usability., • Maintain reporting documentation, procedures, and process notes for assigned areas of responsibility., • Ensure work products satisfy internal compliance policies and are HIPAA compliant., • Track work and collaboration with internal stakeholders in established systems according to defined procedures., • Provide peer support, routine process training, and knowledge sharing to less experienced team members on assigned reporting tasks, established procedures, and recurring deliverables., • Other duties as assigned. Supervisory Responsibilities No supervisory responsibilities Client Responsibilities This is an internal and external client facing position that requires excellent customer service skills and interpersonal communication skills (listening/verbal/written). One must be able to; manage difficult or emotional client situations; Respond promptly to client needs; Solicit client feedback to improve service; Respond to requests for service and assistance from clients; Meet commitments to clients. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience BS/BA and 3+ years' experience or equivalent combination of education and experience Preferred experience includes financial planning and analysis, financial reporting, budgeting, forecasting, variance analysis, management reporting, month-end close support, KPI/dashboard reporting, external audit support, client-level reporting, or related finance and accounting support functions. Computer Skills • Advanced working knowledge of Microsoft Excel., • Strong working knowledge of Microsoft Office products, including Outlook, Word, and PowerPoint., • Experience using Hyperion EPM, Oracle EPM Cloud, Hyperion Planning, Essbase, Smart View, or similar enterprise performance management and reporting tools preferred, but not required., • Comfortable working with large datasets, financial reporting hierarchies, account structures, departments, cost centers, client-level data, and operational drivers., • Ability to build, update, and maintain financial models, reporting packages, dashboards, and KPI reporting., • Ability to validate data, tie out reporting outputs, and identify reporting anomalies. Certificates, Licenses, Registrations None required. Other Skills and Abilities • Ability to demonstrate highly developed analytical, critical thinking, and problem-solving skills., • Ability to demonstrate a high level of attention to detail., • Ability to organize work in a systematic approach that can be easily followed by others., • Ability to consistently prioritize and deliver work within specified periods., • Ability to work independently while maintaining alignment with team priorities and reporting standards., • Ability to apply judgment and learning from one reporting cycle, forecast, budget, or project to another., • Ability to analyze financial results and clearly explain business drivers, risks, opportunities, and reporting anomalies., • Ability to prepare clear and concise variance explanations, financial commentary, and management reporting summaries., • Ability to interact professionally with all levels of the organization, including Finance leadership, business owners, executive leadership, and cross-functional stakeholders., • Ability to contribute positively to a collaborative culture., • Ability to support recurring reporting cycles, including month-end closing, monthly forecasting, annual budgeting, and long-range planning., • Ability to adapt to changing business needs, reporting requirements, deadlines, and stakeholder requests. Reasoning Ability • Ability to define problems, collect data, establish facts, and draw valid conclusions., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mathematical Skills • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations., • Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Language Skills • Ability to read, analyze, and interpret the most complex documents., • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Competencies To perform the
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