Financial Analyst 3
At a glance
Mid-level FP&A role at Ace. Costa Mesa · full-time · $92,600–$123,600 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build monthly forecasts and yearly budgets for your assigned business units and financial statements
- Review budget and forecast problems with other departments and help resolve them
- Analyze revenue, expenses and P&L results, then explain findings through ad hoc analysis
- Create and refresh monthly reports while completing assigned finance projects
What you bring
- A bachelor’s degree in finance, business, economics or accounting
- Three to five years in financial analysis, corporate budgeting and forecasting, or accounting
- Strong accounting knowledge and advanced Excel skills
- Clear written and verbal communication, with careful attention to detail
Who this fits
This is an onsite role in Costa Mesa, California, and relocation assistance is unavailable. You’ll need to work extra hours when deadlines require it.
From the employer
*Please note this is an onsite position based in Costa Mesa, CA. Relocation assistance is not provided for this role.
We are currently looking to hire an experienced detailed oriented and analytical Budget and Forecast Analyst for an onsite role at our Costa Mesa, CA Headquarter. In this role, you will support the organization’s Finance Budgeting and Forecasting team by developing, managing and analyzing budget and forecast projections for revenue and expenses and analyzing Profit and Loss (P&L) statements for management.
What You’ll Do:
- You will prepare, analyze, and coordinate monthly forecasts and annual budget for assigned business units and financial statements.
- You’ll be responsible for reviewing, identifying, and working with other departments to help resolve any budgeting and forecasting issues as they arise.
- You will perform Ad Hoc Analysis as needed and be able to explain the data effectively.
- You’ll be responsible for the updating of and creation of monthly reports and completing assigned projects.
What You’ll Need:
- Bachelor’s degree in finance, business/economics or accounting.
- To thrive in this role, you will have a minimum of 3 – 5 years of experience in financial analysis, corporate budgeting and forecasting, or accounting.
- You will need to have a strong understanding of accounting concepts and processes.
- Strong verbal and written communication skills, be a motivated self-starter and detail oriented.
- Advanced Excel skills are required.
- Experience with Oracle EPM Cloud, Hyperion or Essbase is a plus.
- Teamwork, leadership, interpersonal, multitask management and presentation skills.
- Candidate must also be willing to work extra hours to meet deadlines.
The starting pay range for this position is:
$92,600.00 - $123,600.00Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.
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Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer
Our organization participates in E-Verify
The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).