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Financial Analyst

Company: The Myers-Briggs Company
Location: San Francisco
Posted on: January 26, 2023

Job Description:


Financial Analyst SF Bay Area ONLY, Hybrid work schedule, work in Sunnyvale, CA office up to 2 days per weekThe Myers-Briggs Company is looking for a talented, dynamic Financial Analyst to join our global Finance team. The position requires a highly motivated, detail-oriented self-starter to partner with business leaders and support financial planning, forecasting, and analysis activities across the organization. The position will work remotely as well as two to three days onsite in our Sunnyvale, California headquarter offices.As a Financial Analyst at The Myers-Briggs Company, you will be a key member of the global Finance team. You will be working with a highly visible and motivated group of Finance and Accounting professionals, partnering with functional and business leaders to support the strategic priorities of the organization through financial planning, forecasting, monthly financial reporting, and analyses, and by providing ad-hoc analysis and decision support using reporting and data analytics tools. You are a creative problem solver that is highly motivated, inquiring, and technically proficient with a strong sense of ownership and integrity to deliver quality work and consistent results. The ideal candidate has a strong analytical background, is proactive, with a process improvement mindset and meticulous attention to detail, as well as a proven ability to build relationships with both finance and accounting colleagues and with business partners.Key deliverables include providing accurate and timely monthly financial and sales reporting, supporting the annual budgeting cycle, long range financial and strategic planning, contingency planning, and the development and prioritization of strategic initiatives.Essential Duties and Responsibilities

  • Develop and maintain financial models to support financial planning, budgeting, and forecasting processes, compiling inputs from key business and finance/Accounting stakeholders, and managing deliverables to successfully complete planning cycles on tight deadlines.
  • Perform analysis on financial statement elements, evaluating budget variances to understand key business trends, risks, and opportunities. Independently pursue deeper understanding with business partners closest to the details.
  • Develop reporting packages and presentations to executives and other key personnel. Develop the business story and tell this story with data.
  • Ensure high quality deliverables by thoroughly validating work product and independently problem-solving root cause issues.
  • Provide financial analysis and project management to support the budget and forecast processes for the company. Collaborate with Finance and Accounting to provide financial support to business partners throughout the planning, budgeting, and forecasting cycles. 45%
    • Provide support and analysis around the annual budget process to executives and business managers, as needed, to facilitate understanding of departmental, functional, territory, and company-wide expenses.
    • Provide support for forecasts, as necessary, including development of templates to compile and report operating expenses, capital expenses, bonus and commissions, and sales reporting.
    • Provide analysis and support to business partners, as needed, in support of budget, forecasts, contingency planning, and long-range planning cycles.
    • Design, develop, and publish financial and operational reports across the company. Leverage existing tools and research, recommend, and realize new solutions to automate financial and operational reporting. 25%
      • Develop and maintain the financial tools and systems to ensure accurate and efficient reporting, budgeting, and forecasting processes (D365 Financial Reporter, Jet Global, Vena, SQL and other report-writers).
      • Support the monthly generation of the financial statements, including variance analysis, and management discussion and analysis commentary to effectively communicate business trends, risks, and opportunities
      • Prepare various monthly financial and sales reports and distribute to internal customers, preparing, reviewing, and auditing information to ensure data accuracy.
      • Provide support for consolidated sales reporting, royalty reporting, and other accounting information, as needed.
      • Collaborate with and provide support to sales and operation teams, preparing quarterly sales commission reports.
      • Research and recommend new tools to streamline financial and operational reporting. Develop reporting capabilities to improve efficiency across the Finance and Accounting function, and across the broader business.
      • Develop, deploy, and maintain financial planning, reporting, and analysis tools and capabilities across the company. 20%
        • Serve as System Administrator for Vena Financial Planning & Analysis application
        • Manage budget and reporting workflows and user security/permissions
        • Provide user training and serve as a knowledge resource for the FP&A tools and processes.
        • Develop, modify, and test the budget and forecast templates for use throughout the financial planning process.
        • Manage ETL integrations with Jet Global data warehouse and ERP system(s) to ensure timely and accurate data is used for planning and reporting.
        • Provide system support on Financial and Operational systems and tools, including D365, Jet Global data warehouse, and Vena, providing expertise and guidance to other users, as needed, especially related to the departmental expenses, royalty, and inventory reporting areas.
        • Analyze and design efficient solutions to management information as it relates to financial planning, reporting, and analysis. Provide support to the Finance Director, as needed, in researching potential system changes and enhancements
        • Complete ad-hoc analysis and projects for the global leadership team and senior management to evaluate business operations and provide strategic decision support. 10%
          • For ad-hoc report requests, analyze requests to determine resources and information needed, collaborate with customers to clearly define reporting specifications, and establish realistic completion dates.
          • Analyze processing time, and system resources needed to run requested reports to ensure minimum impact on the daily operations.These job duties and responsibilities are not intended to be all inclusive. Other job duties may be assigned by department manager.Education Requirements:BS or equivalent in Finance or Accounting required; FPAC, MBA, Masters in Finance, CPA, CA, or CGMA preferredExperience Requirements:
            • 3+ years of experience in financial analysis
            • Expert skills in use of Microsoft Excel
            • Expert skills in use of databases, report design, & writing tools
            • Experience with Microsoft Dynamics 365 Finance & Operations, Jet Global, Vena, SQL, or other equivalent ERP and business intelligence applicationsThe pay range for this position at commencement of employment is expected to be between $103,000 and $116,400/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include discretionary bonus based on achievement of company goals in addition to a full range of health insurance, life, disability, retirement (including 401k) and various paid time off benefits, such as vacation, sick time, volunteer time dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
              Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all employees.While we're best known for our products like the Myers-Briggs Type Indicator assessment (MBTI), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face - from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better.Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability.

Keywords: The Myers-Briggs Company, San Francisco , Financial Analyst, Accounting, Auditing , San Francisco, California

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