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Victoryoncology
San Diego, CA, United States
Title: Financial Planning and Analysis Salary: 110k - 140k Job Purpose: To provide financial reporting and analytics, manage the budgeting process, and develop tools to measure the company’s performance. Its primary purpose is to assist in the annual budget process, analyze monthly performance through financial statement reviews, complete mont
Job Source: VictoryoncologyGeneral Atomics
San Diego, CA, United States
Job Summary General Atomics Aeronautical Systems, Inc. (GA-ASI), an affiliate of General Atomics, is a world leader in proven, reliable remotely piloted aircraft and tactical reconnaissance radars, as well as advanced high-resolution surveillance systems. We have an exciting opportunity for a Financial Analyst to join our Financial Planning and A
Job Source: General AtomicsGeneral Atomics
Poway, CA, United States
General Atomics Aeronautical Systems, Inc. (GA-ASI), an affiliate of General Atomics, is a world leader in proven, reliable remotely piloted aircraft and tactical reconnaissance radars, as well as advanced high-resolution surveillance systems. The company’s Operations Finance team is looking for a driven, self-starting, detail-oriented financial a
Job Source: General AtomicsThe San Diego Regional Center
San Diego, CA, United States
Join Our Team! And make a difference in the lives of thousands at the San Diego Regional Center The Perks and Benefits 15 days vacation 10 days sick leave 12 annual holidays Flexible work schedules Medical, vision, dental and life insurance Long term disability Retirement plan Tuition Reimbursement Click here to apply Fu
Job Source: The San Diego Regional CenterYoh, A Day & Zimmermann Company
San Diego, CA, United States
Job Description Job Description Yoh has an immediate need for a Financial Analyst for a 1 year assignment. Local to San Diego or San Mateo to attend onsite events. Pay up to $62 per hour w2 based on experience. business planning / FP&A” content experience The Financial Analyst will be responsible for financial planning & analysis as part of the
Job Source: Yoh, A Day & Zimmermann CompanyCBRE
San Diego, CA, United States
Financial Analyst Job ID 168585 Posted 12-Jun-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) San Diego - California - United States of America Are you ready to start an exciting career with CBRE? About The Role: In this coveted role, you will learn from the best in the industry how
Job Source: CBRESanford Burnham Prebys
San Diego, CA, United States
Sanford Burnham Prebys is a preeminent, independent biomedical research institute dedicated to understanding human biology and disease and advancing scientific discoveries to profoundly impact human health. The Financial Analyst will be a highly motivated, detail-oriented, self-starter reporting to the Director of Financial Planning & Analysis and
Job Source: Sanford Burnham PrebysPreferred Employers Insurance (a Berkley Company)
San Diego, CA, United States
Company Details Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company’s distribution partners (agents & brokers) numbe
Job Source: Preferred Employers Insurance (a Berkley Company)San Diego, CA, United States
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar is seeking a Financial Planning Analyst to join our FP&A Team! You will build and own key analysis areas and dashboards to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. The best analyst will be one who can analyze data, build models, and crisply communicate high-impact opportunities and trends to business partners.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $90,000 - $141,000 (base salary) + bonus + equity + benefits.
What You’ll Do
Responsible for supporting the close process and related reporting, including, but not limited to, ARR and Revenue reporting, variable client fee calculations, and sales commission reviews.
Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
Lead a lane of company expenses or revenue and help build the rolling quarterly financial plan
Seek insight and understanding to partner with business leaders across the organization to resolve competing business priorities
Build dashboards and variance / operational reviews
Provide ad-hoc financial analysis to support decision-making and,
Interact with senior executives and board regarding financial matters as needed
Who You Are
Numbers and outcome oriented mentality
High attention to detail with a focus of understanding what is behind a number.
Seek out precision in models but know when to cut the significant digits
Proven experience in a financial analyst, consulting or investment banking role
Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
Ability to develop and manage financial models independently
Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties
Our Values
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
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Email Alert for Financial Planning Analyst jobs in San Diego, CA, United States
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