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forecasting financial modeling excel erp budgeting

๐Ÿ“‹ 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.

๐ŸŽฏ Requirements

  • 1โ€“3 years of related finance/accounting experience.
  • Bachelorโ€™s 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.

๐ŸŽ 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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