Sr. Financial Analyst, FP&A Location:Oakland, CA
100,000 - 200,000
Job Description:
Role:Sr. Financial Analyst, FP&A
Location:Oakland, CA Primary
Responsibilities:
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.
- 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.