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C&D_ Trojan

Financial Analyst

Posted 4 Days Ago
In-Office
Santa Fe Springs, CA, USA
Mid level
In-Office
Santa Fe Springs, CA, USA
Mid level
Provides financial analysis, reporting, forecasting, journal entries, inventory and overtime analysis, expense allocations, and KPI reporting. Supports monthly operational reviews, annual planning in Adaptive Insights, regulatory documentation, vendor payments, and capital project tracking. Requires strong Excel, analytical, reconciliation, communication, and deadline-management skills. The role is office-based, involves confidential information, and has no supervisory responsibilities.
The summary above was generated by AI

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The position is responsible for providing timely, meaningful and relevant financial analysis, information and reporting to various internal customers. The successful candidate will demonstrate the following:

  • Depth & breadth of analysis along with independence in handling new projects or tasks
  • A sense of urgency and ability to meet tight deadlines
  • Ability to provide insight and advice supporting effective decision making and execution
  • Strong attention to detail – ability to reconcile/tie-out numbers from multiple sources
  • Focused materials and delivery when presenting information to senior management

ESSENTIAL DUTIES AND RESPONSIBILITIES - Other duties may be assigned including the following:

  • Participate in update of the monthly operations review report to executive leadership and private equity owners
  • Provide daily update of plant inventory reporting and overtime analysis to leadership team.
  • Prepare critical Month-end reports and journal entries.
  • Coordination and input of various financial/non-financial/KPI data into Adaptive Insights such as blood lead levels, CAPEX, labor hours, units, etc.
  • Preparation and distribution of department expenses to dept managers
  • Assist in calculating and updating primary reporting and supporting schedules for annual operating plan into Adaptive Insights.
  • Assist in preparing semi-annual and annual reporting documentation to state agencies.
  • Provide as-needed support to Purchasing Department and Accounts Payable Department to ensure critical vendor payments are made on a timely basis.
  • Interact with capital project managers to track capital projects spend. 
  • Follows quality system procedures

SUPERVISORY RESPONSIBILITIES:

  • None

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.  The individual will be exposed to sensitive information and must be trusted to keep the information confidential.

  • Must have strong attention to detail, organizational skills, and persistence in following up with multiple members of the organization to gather information and meet deadlines
  • Intermediate/Advanced Excel required. Plex ERP, Workday, Power BI, Adaptive Insights / Office Connect experience a plus

EDUCATION and/or EXPERIENCE:

  • Bachelor of Arts degree Preferred
  • 2 - 4 years of experience in Financial Planning and Analysis
  • Must be proficient or expert in Excel

LANGUAGE SKILLS:

  • Good written and verbal skills in English

MATHEMATICAL SKILLS:

  • Excellent math, statistics and analytical skills

REASONING ABILITY:

  • Excellent problem-solving capability

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Must be able to lift 25lbs
  • Must be able to sit for extended periods of time
  • Must have finger dexterity for typing/using a keyboard

WORK ENVIRONMENT:

The current work environment is in office. Consistent and regular attendance required.

if you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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