Overview

Financial Analyst Jobs in Newport Beach, CA at Haystack

Title: Financial Analyst

Company: Haystack

Location: Newport Beach, CA

Financial Analyst | Los Angeles, United States | Hybrid | $84,870 – $103,730 per year

We're working with a leading financial services company dedicated to helping individuals and families achieve financial security through comprehensive insurance and investment solutions. They are committed to innovation and providing a supportive environment where employees can make a significant impact on the future.

The Role

  • Prepare and post journal entries to support effective expense management
  • Track enterprise project expenses and provide financial governance
  • Collaborate with team members and stakeholders to prepare executive-level reporting, dashboards, and presentations
  • Maintain and support the expense management application's metadata in Oracle EDM (Enterprise Data Management)
  • Provide ad hoc support for budget tracking, forecasting, variance analysis of enterprise financials, and special projects
  • Drive continuous improvement in financial processes, tools, and reporting automation

What You'll Need

  • 2-5 years work experience in financial planning and analysis (corporate and operations) or related with demonstrated progression of responsibility
  • Bachelor's degree in finance, accounting, business, or a related field
  • Experience with Peoplesoft, Oracle EPM applications (EPBCS-Planning and Budgeting, EDM-Data Management) or similar financial systems preferred
  • High attention to detail, accountability, and responsiveness to requests, and a good sense of urgency
  • Strong analytical and problem-solving skills
  • Strong MS-Office skills (Word, PowerPoint) with expertise in Excel

What's On Offer

  • Comprehensive health and well-being benefits including Medical, Dental, Vision, and Wellbeing Reimbursement Account
  • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave and Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution

Apply via Haystack today!

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