Kellermeyer Bergensons Services Hiring for Financial Analyst Job at Remote Full Time

Job Title: Financial Analyst

Department: Finance – Financial Analysis

Location: Remote/Oceanside, CA

FLSA Classification: Exempt

Report: Finance Manager, Retail

Status: Full-time

Compensation: $80-90K

Position Summary

KBS is looking for a Financial Analyst to join the largest division in the company. In this position as the Financial Analyst, you will conduct financial modeling and analysis to support the division’s success and execution of commercial and financial strategic initiatives. This role will report to the FP&A manager of the Retail division. KBS has not released any information on office plans surrounding the new normal, but we welcome a hybrid or remote position for this role, with unlimited vacation subject to manager approval.

Essential Duties and Responsibilities

• Support weekly and monthly operational and financial KPI tracking.
• Analyze, understand, and forecast financial performance and collaborate with operational leaders to surface risks and opportunities.
• Work with Accounting and operational leaders on the monthly and quarterly financial close process.
• Support invoicing and collections process by ensuring customer PO alignment.
• Track monthly performance through actual versus budget and forecast comparisons and drive monthly reporting to business partners on financial results and actions required.
• Provide analytical support that will drive strategic initiatives.
• Leverage Business Intelligence to inform forward-looking decision support.
• Support commercial initiatives by contributing to new business pricing process with cross functional stakeholder.
• Analyze and quantify impact of churn and other drivers on revenue retention.
• Provide daily support to field senior management
• Perform detailed P&L gross margin analyses and provide customer specific monthly reports to management
• Support monthly close process and reporting
• Determine and report source of variances which may include recommended actions
• Create and monitor performance to annual budgets
• Produce reports as required by Finance Manager; manage executive dashboards and performance measures
• Provides support for and oversite of data management in CRM [NetSuite] and may assist with data integrity in Accounting system [Epicor]
• Participates on projects as assigned

Knowledge, Skills and Competencies:

• Financial analysis models and methodologies
• General business operations and strategy
• Facilities, building services, and or retail industry
• Collaborative with good interpersonal skills
• Ability to work with all levels of management
• Attention to detail and able to deal with ambiguity
• Good decision making and problem-solving skills
• Customer focus and resourceful
• NetSuite and Epicor
• Tableau and Power BI
• MS 365 Office Applications
• General database concepts and structure

Educational Qualifications/Job Experience Requirements

Experience Required:

• 1-3 years’ experience as financial analyst with progressive understanding of business strategy

Education:

• Bachelor’s Degree

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