Senior Asset Analyst
Alliance Resource Group, Newport Beach, CA, United States
Our client is a growing Capital Acquisition firm that has added a new position due to growth. This exciting role will be strategic in forming processes for FP&A, and building financial models to support financing and asset management. Additionally, this reports to the VP of Finance so the expectation is for this position to grow with the organization into leadership.
POSITION SUMMARY:
Strong project management and leadership skills
Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year
Conducts thorough research and analysis of variances to ensure data accuracy
Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives
Performs financial periodic and quarterly forecasts, the annual budgeting processes, operating plans variance analysis and special projects
Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
Monitors performance indicators, highlighting trends and analyzing causes of unexpected variances
Assists in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections
Prepares financial projections and formal written proposals as required for presentation to Sr. Management
FACTORS FOR SUCCESS:
Bachelorâs Degree in Finance, Economics, or Accounting
CFA a strong plus
Approximately 4-6Âyears of any combination of experience and/or education, that demonstrates a commanding knowledge in corporate finance
Advanced knowledge in Microsoft Office Suite (with expertise in Excel); Ability to develop financial models of high complexity
Experience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast
Exposure to Hyperion Essbase and Planning a plus
Experience supporting a financial service environment including: capital leasing, real estate, or financial services a plus
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POSITION SUMMARY:
Strong project management and leadership skills
Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year
Conducts thorough research and analysis of variances to ensure data accuracy
Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives
Performs financial periodic and quarterly forecasts, the annual budgeting processes, operating plans variance analysis and special projects
Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
Monitors performance indicators, highlighting trends and analyzing causes of unexpected variances
Assists in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections
Prepares financial projections and formal written proposals as required for presentation to Sr. Management
FACTORS FOR SUCCESS:
Bachelorâs Degree in Finance, Economics, or Accounting
CFA a strong plus
Approximately 4-6Âyears of any combination of experience and/or education, that demonstrates a commanding knowledge in corporate finance
Advanced knowledge in Microsoft Office Suite (with expertise in Excel); Ability to develop financial models of high complexity
Experience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast
Exposure to Hyperion Essbase and Planning a plus
Experience supporting a financial service environment including: capital leasing, real estate, or financial services a plus
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