Lead Financial Reporting Analyst - Irvine, United States - Advantage Solutions

Description

Lead Financial Reporting Analyst

Job Locations

US-CA-Irvine

Primary Posting Location :
City

Irvine

Primary Posting Location :
State/Province


CA

Primary Posting Location :
Postal Code

92603

Primary Posting Location :
Country


US
Requisition ID

Position Type

Full Time

Category

Professional:
(IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)

Minimum

USD $146,774.00/Yr.

Maximum

USD $160,000.00/Yr.

Summary

Lead Financial Reporting Analyst, Irvine, CA

Responsibilities:

Design, build, test, and deliver one-time and recurring financial reports, data visualizations, and custom extracts using applicable business intelligence tools.

Produce and consolidate monthly reports, including key metrics, financial results, and variance reporting.

Develop and prepare monthly, quarterly, and yearly reporting packages for enterprise leadership to include financial statements, KPIs, significant business trends, actual vs budget/forecast variances and comprehensive explanations of material differences.

Utilizing independent judgment and understanding of finance principles to identify trends, variances, and key issues to provide recommendations for more effective reporting.

Investigate, locate, and fix discrepancies and other issues within reports, dashboards, and finance data systems, conducting thorough investigation combined with follow-through and urgency to support business needs.

Working autonomously, identify potential data quality issues and partner with IT engineering teams to resolve.

Consult with IT and key stakeholders to ensure future designs of data and operational systems meet reporting needs of finance team.

Design and distribute QA reports of financial data, respond to select internal and external audit requests, and recommend improvement to internal audit team.

Develop new analytical resources and implement strategies to continuously improve Corporate FP&A processes and enhance our understanding of drivers of the business.

Qualifications:

THIS POSITION REQUIRES A BACHELOR'S DEGREE (OR FOREIGN EQUIVALENT) IN DATA SCIENCE, ACCOUNTING, FINANCE, OR BUSINESS ADMINISTRATION, OR IN A CLOSELY RELATED FIELD, PL
US5 YEARS OF WORK EXPERIENCE IN THE POSITION OR IN A CLOSELY RELATED OCCUPATION.

IN THE ALTERNATIVE THE POSITION REQUIRES A MASTER'S DEGREE (OR FOREIGN EQUIVALENT) IN DATA SCIENCE, ACCOUNTING, FINANCE OR BUSINESS ADMINISTARTION, OR IN A CLOSELY RELATED FIELD, PL
US2 YEARS OF WORK EXPERIENCE IN THE POSITION OR IN A CLOSELY RELATED OCCUPATION.

Special Requirements:
REQUIRED EXPERTISE/


KNOWLEDGE OF:
1. Knowledge of accounting OR financial principles and practices, including a demonstrated basic knowledge of GAAP application. 2. Experience with Power BI, SQL software tools, and data analytical software like R Programming. 3. Experience with data management tools, such as Oracle Hyperion, Microsoft Dynamics, and/or SAP. 4. Experience in Power Query, VBA, Pivot Tables, and complex functions. MUST POSSESS EXPERTISE/ KNOWLEDGE SUFFICIENT TO ADEQUATELY PERFORM THE DUTIES OF THE JOB BEING OFFERED. EXPERTISE/ KNOWLEDGE MAY BE GAINED THROUGH EMPLOYMENT EXPERIENCE OR EDUCATION. SUCH EXPERTISE/ KNOWLEDGE CANNOT BE "QUANTIFIED" BY "TIME." TELECOMMUTING PERMITTED.
Advantage Sales & Marketing LLC is an equal opportunity employer.

Qualified applicants please send resume to:
AG-, Talent Acquisition

Reference:
AG-24

Job Will Remain Open Until Filled

Responsibilities

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods.

The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers.

We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities
Finance Reporting

• Design, build, test, and deliver onetime and recurring financial reports, data visualizations, and custom extracts using applicable business intelligence tools. Produce and consolidate monthly reports, including key metrics, financial results, and variance reporting.

• Develop and prepare monthly, quarterly, and yearly reporting packages for enterprise leadership to include financial statements, KPIs, significant business trends, actual vs budget/forecast variances and comprehensive explanations of material differences.

• Utilizing independent judgment and understanding of finance principles to identify trends, variances, and key issues to provide recommendations for more effective reporting.

Data Management

• Investigate, locate, and fix discrepancies and other issues within reports, dashboards, and finance data systems, conducting thorough investigation combined with followthrough and urgency to support business needs.
• Working autonomously, identify potential data quality issues and partner with IT engineering teams to resolve.

  Consult with IT and key stakeholders to ensure future designs of data and operational systems meet reporting needs of finance team.

Accounting Support

• Design and distribute QA reports of financial data, respond to select internal and external audit requests, and recommend improvement to internal audit team.

• Develop new analytical resources and implement strategies to continuously improve Corporate FP&A processes and enhance our understanding of drivers of the business.

Supervisory Responsibilities:
Direct Reports

• This position does not have supervisory responsibilities for direct reports

Indirect Reports

• Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

Travel and/or Driving Requirements:

• Travel and Driving are not essential duties or functions of this job

Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:
(Required) Bachelor's Degree

(Preferred) Master's Degree

Field of Study/Area of Experience:

Data Science, Accounting, Finance or Business, with subsequent 5+ years work experience with progressively responsibilities in Data Science, Accounting, or Finance.

Skills, Knowledge and Abilities

• Extensive experience with Power BI and SQL reporting required.
• Advanced Excel skills, including Power Query, VBA, Pivot Tables, and complex functions.
• Overall strong technical ability to leverage a broad array of systems and process automation
• Strong quantitative analytic ability and modeling
• Excellent time-management skills with demonstrated ability to work on multiple projects and deadlines.
• Must present a professional image and be able to represent the Company in a professional manner.

Environmental & Physical Requirements:

ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or incumbent to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Office / Sedentary Requirements:
Incumbent must be able to perform the essential functions of the job.

• Work is performed primarily in an office environment.
• Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone and/or computer notifications, and ability to enter data on a computer.
• Infrequently requires the ability to lift up to 10 pounds.

Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department.

This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law.

The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes.

Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law.

As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

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