Role:Sr. Financial Analyst, FP&A Location:Oakland, CA Primary Responsibilities:
Develop budget / forecast modelDevelops expenditures and revenue forecasts; prepares baseline budget and revisions as needed; analyzes, evaluates and processes budget proposals; reconciles spend by source / program.
Gathers, assembles, and formats data and prepares preliminary analysis for budget preparation; assists in preparation and presentation of preliminary and final budget documents.
Prepares budget presentation materials; maintains data and systems for budget tracking and reporting and generates reports.Estimates future cash needs.
Review and consult with department management staff on final budget preparation and presentations to senior staff; provides budget information, instruction and assistance to staff.
Makes recommendations on budget matters to senior staff, and assists in implementation and monitoring of changes.Evaluate the relationships between major program changes and the financial status of the organization.
Conducts studies of new and existing programs and special projects to determine feasibility, resolve problems including organizational, budget and fiscal research and analysis.
Reviews, analyzes, and recommends to management organizational policy and procedures for department operations; participates in the development of new or revised programs, systems, procedures, and methods of operations.
Analyzes and evaluates requests from department personnel for changes in budget allocations throughout the fiscal year in such areas as staffing levels, facilities, systems, and equipment; coordinates and consults with other department personnel and other departments; makes recommendations and obtains final approval for changes.
May lead and provide work direction to clerical and technical staff.
Prepares narrative, graphical and statistical reports with alternative solutions for resolving issues; uses computer software to develop and maintain databases and spreadsheets and prepares correspondence and other written materials.
Ability to:Perform and lead staff in budget creation, analysis, preparation and monitoring.
Develop various types of budget documents.
Analyze and resolve technical budget problems.
Research, analyze and make recommendations on administrative, management and procedural practices.
Prepare logical, comprehensive, concise reports and correspondence, and presentations of conclusions and recommendations.
Research thoroughly; be proactive in analysis of problems, causes and development of solutions.
Establish and maintain effective and cooperative internal and external working relationships.
Prioritize work efficiently.
Prepare and analyze financial and statistical data.
Make effective presentations of conclusions and recommendations orally and in writing.
Qualifications:
A Bachelors degree from an accredited college or university in a field directly related to the administrative, management or fiscal duties of the class.
3+ years of progressively responsible experience with duties involving the actual preparation, justification, and analysis or the control and administration of a budget or budgetary programs.
2-3 years of experience in Financial Services analyticsCPA or CFA candidate or accreditation is preferred.
Experience in building and maintaining models.
Oracle Hyperion and Fusion system experience preferred.
