Senior Analyst

Company Description:

Stage 1 Financial LLC (headquartered in Orange County, CA), an affiliate of Atlantix Partners, is pioneering the rise of a new industry, fully outsourcing the operational finance and accounting services for fast growing brands. We have experienced explosive growth in the past several years, currently working with over a hundred of the fastest growing brands in the country. Some current and past clients include: Herbivore Botanicals, Hatch Collection, Milk+Honey, Pinkberry, Skin Laundry, Skinny Dipped Almonds, Tosi, The Dry Bar, WHOOSH!, etc.

Our company culture values hard work, respect, and honesty. We promote from within and have long tenured employees. We treat our employees as family and foster that through monthly team bonding events, employee of the month prizes, complimentary snacks, and so much more!

Role

This new team member will work alongside our Finance Director and Finance Team to support our clients in analyzing their businesses, in order to help them make fact-based decisions. An ideal person for this role is a problem solver, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients.

Job Responsibilities:

  • Support our base of clients in the development and execution of all financial planning models: including cash flow, strategic planning, annual budgets, and other ad hoc planning and analysis.
  • Compile, consolidate and analyze operational results.
  • Enhance reporting by working with our accounting and business intelligence teams to facilitate improvements made with systematic reporting.
  • Participate in the preparation of annual and department budgets.
  • Develop and maintain variance analysis to identify opportunities and potential risks/exposures.
  • Work in congruence with business intelligence and accounting teams to build data warehouse by creating KPI’s, dashboards, and standardized reporting for product lines and divisions.
  • Support the preparation of consolidated monthly financial reporting, analysis and insightful commentary for key stakeholders.
  • Work with CFOs to develop board level analysis and presentations.
  • Perform analytical reviews of all financial statements.
  • Manage the review of capital appropriations for proper supporting documentation and accurate financial costing.
  • Operational support including business partnering support in developing annual forecast & quarterly updates.

 

 

Requirements

  • BA/BS in accounting, finance or related field.
  • Strong verbal and written communication skills.
  • 3+ years financial planning & analysis experience.
  • Excellent time management skills.
  • Excellent attention to detail.
  • Advanced Excel skills.
  • Strong customer service skills/background.
  • Advanced knowledge of QuickBooks, NetSuite (other accounting software a plus).

 

May be tested on:

  • EXCEL SKILLS: PIVOT TABLE, VLOOKUP, SUMIFS, INDEX & MATCH, COUNTIFS, & etc.
  • Basic knowledge of QuickBooks under requirements.

Compensation:

Competitive base salary, bonus, 15 days PTO for your first 3 years & 20 days after 4 years, CPA eligible hours, advanced schooling flexibility, plus extremely competitive benefits including health, dental, vision, 401k, plus more.

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