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  • Location: San Gabriel Valley, California
  • $90000 - $110000 base salary
  • Remote: Remote
  • Type: Direct Hire
  • Job #941
  • Salary: $90,000.00

Financial Analysis role for a client near Monrovia looking for someone with a strong accounting background. The role will be responsible for trends analysis, forecasting, and calculating returns on investments. The company is amazing to their employees and most people have worked there for 5 to 10 years. Very stable with amazing benefits.


The Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The person in this position is responsible for embracing and utilizing available technology as communication and data-gathering tools in performing routine and complex duties for the financial planning team. Core responsibilities include the following:

  • Conducts annual capital and operations budget-related functions and ensures the integrity of budget information
  • Performs monthly flux analysis between actual and budget
  • Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget
  • Updates and modifies, when appropriate, the Company’s financial forecasting model
  • Supports Manager in analyzing acquisitions and new business opportunities
  • Prepares, maintains, analyzes, and publishes financial and key matrixes reports
  • Assists Manager with data compilation for the rate case filings and responsible for the data compilation on the quarterly audit requests
  • Updates Sarbanes-Oxley document and ensures control compliance; cooperates with internal and external auditors with information requested
  • Performs other duties as assigned


  • Bachelor’s Degree in Economics, Finance, and Accounting or related discipline or seven years of progressively responsible experience in financial analysis
  • Four plus years of related experience in the Accounting/Finance Department
  • Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors
  • Advanced computer skills
  • Ability to effectively communicate and establish working relationships with other departments and personnel
  • Prior experience with JD Edwards and Adaptive Insights is highly preferred
  • Flexible, logical, accountable, approachable, and passionate about work
  • Maintains positive team-building role during pressure-filled, deadline-driven crunch times
  • High degree of initiative; self-starter, capable of reviewing previous work papers, applying knowledge, skills, and due diligence to perform requirements accurately and timely
  • Communicates with accuracy and precision in writing and speaking
  • High degree of confidentiality required
  • Trustworthy; strong personal integrity; emotional maturity
  • Demonstrates high level of accountability and ownership
  • Executes with discipline and urgency
  • Collaborative/Team oriented
  • Other Required Skills: 
    • Competently uses technology and re-evaluates processes to increase efficiency, accuracy, and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.
    • Organized with strong attention to detail and time management skills
    • Exhibits professionalism with internal and external contacts
    • Possesses strong organizational/multi-tasking and project-planning skills
    • Able to conduct and carries job functions with minimum supervision
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