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forecasting financial modeling excel erp budgeting๐ Description
- Support full FP&A cycle: budgeting, forecasting, reporting.
- Build and maintain high-impact financial models.
- Provide variance analyses and actionable insights for decisions.
- Align FP&A with accounting data and chart of accounts.
- Collaborate with underwriting, asset management, legal, and capital markets.
- Prepare materials for monthly management reports and board meetings.
๐ฏ Requirements
- 1โ3 years of related finance/accounting experience.
- Bachelorโs degree in Finance, Accounting, Economics, or related field.
- Familiarity with basic accounting concepts and 3-statement models.
- Experience with rolling forecasts and driver-based variance analysis.
- High proficiency in Excel; building and maintaining financial models.
- Strong communication, writing, and interpersonal skills.
๐ Benefits
- Competitive compensation package dependent on experience.
- Potential discretionary bonus.
- Health care and retirement benefits.
- Paid time off, sick leave, and parental leave.
- Equal opportunity employer; diversity & inclusion.
- Flexible work environment; hybrid in SF.
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