Financial Analyst 4 - Ursus, Inc.

JOB TITLE: Financial Analyst 4
LOCATION: San Jose, CA - Hybrid
PAY RANGE: $45-53/hr
DURATION: 12 Months
TOP 3 SKILLS:

• Minimum 7 years of FP&A (or related) experience.
• Solid understanding of planning and forecasting for outlook, QRF and long range planning.
• Advanced Excel skills and comfort learning/navigating financial systems are essential; experience in Tableau and PowerBI are preferred.

COMPANY:
Our Client, a Fortune 500 Software Organization is seeking a Financial Analyst 4 to bring onto the team.

Summary:
With our client, the DMe Field organization propels the business through data-driven forecast, provides influential insights and drives operational efficiencies.

• Help consolidate topline rolling financial forecast process. Support outlook, QRF and annual planning process.
• Develop and consolidate full P&L financial reporting and analysis including quarterly results package for various executive financial reviews.
• Determine appropriate process, methodology, variables and modeling techniques to develop and deliver forecasts.
• Develop key highlights/KPIs to drive business performance and track growth initiatives.
• Seek efficiencies in processes, designing for scale and flexibility.
• Partner with Finance Systems team to refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.
• Be extremely curious with strong desire to drive issues to root cause, such as in the explanation of key variances between actuals and plans / forecasts.

What you need to succeed:

• Solid understanding of planning and forecasting for outlook, QRF and long range planning.
• Strong analytical skills, efficient, self-motivated with the ability to follow through and implement process improvements.
• Demonstrated ability to drive large-scale planning processes that involve multiple stakeholders.
• Outstanding communication skills with ability to articulate key business insights and convey financial impact.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast-paced environment under pressure.
• Highly attentive to details with excellent organizational skills and ability to take charge, set objectives, drive to results; team oriented.
• Advanced Excel skills and comfort learning/navigating financial systems are essential; experience in Tableau and PowerBI are preferred.

Education:

• Bachelor's degree in business, finance or related field.
• CPA/MBA preferred, but not required.
• Minimum 7 years of FP&A (or related) experience.

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