As a Financial Analyst, Business Operations and Finance based in Morgan Hill, CA you will have responsibility for owning the company's business planning, budgeting, operational reporting, analytics, compensation administration, forecasting, and process improvement activities. This position serves as a trusted business partner to executive leadership and is responsible for ensuring the timely and accurate execution of critical business and financial processes across the organization.

The role acts as the business owner for the Annual Operating Plan (AOP), Mid-Year Review (MYR), monthly rolling order and sales forecasting processes, executive reporting, business performance analysis, and planning governance activities. The position is responsible for coordinating forecast development with executive leadership, maintaining forecast assumptions and version control, and serving as the primary liaison with headquarters for forecast submission, review, and approval activities.

The successful candidate will combine strong analytical capabilities with operational leadership skills to improve business visibility, support executive decision-making, drive continuous improvement initiatives, and ensure operational excellence throughout the organization.

This position requires a highly organized and adaptable professional capable of managing multiple business-critical deadlines while maintaining exceptional accuracy, responsiveness, and accountability during reporting, budgeting, forecasting, and planning cycles.

Job Responsibilities include:

Financial Close, Forecasting & Reporting Governance

• Own the operational reporting calendar supporting monthly, quarterly, mid-year, and annual business cycles.
• Coordinate reporting activities required for month-end and quarter-end close processes.
• Prepare and validate reports, analyses, allocations, forecasts, and supporting schedules required for executive review.
• Administer the company's monthly rolling order and sales forecast process in partnership with executive management.

Business Planning & Budget Ownership

• Serve as the business owner and primary coordinator for the Annual Operating Plan (AOP), Mid-Year Review (MYR), and other corporate planning cycles.
• Lead the annual and mid-year budget development process from initiation through executive review and final approval.
• Partner directly with executive management to gather assumptions, strategic priorities, headcount plans, revenue forecasts, capital expenditure requests, and operating expense requirements.
• Consolidate, validate, and challenge budget submissions while ensuring alignment with corporate objectives and financial targets.
• Lead and develop reporting processes to increase visibility and decision-making effectiveness.

Reporting, Analytics & Business Performance

• Own recurring executive reporting, dashboards, scorecards, and business performance measurement processes.
• Analyze business trends and provide actionable recommendations to leadership.
• Identify key business risks and opportunities through data analysis and performance monitoring.
• Support monthly, quarterly, and annual business reviews through detailed reporting and analytical support.
• Improve reporting automation, data integrity, and overall reporting efficiency.

Compensation & Quota Administration

• Own and Administer sales and compensation programs.
• Support annual compensation plan design updates and documentation.

Requirements:

• Bachelor's Degree in Business Administration, Finance, Accounting, Operations Management, Economics, or related field required.
• MBA or advanced business degree preferred.
• 8+ years of progressive experience in Business Operations, Sales Operations, Financial Planning & Analysis, Service Operations, Corporate Planning, or related functions.
• Demonstrated ownership of budgeting, forecasting, and executive reporting processes.
• Experience supporting executive leadership teams and strategic planning initiatives.
• Experience working with ERP, CRM, and business intelligence platforms.
• Strong understanding of business planning, forecasting methodologies, and financial performance management.
• Advanced Microsoft Excel proficiency required.
• Advanced PowerPoint and executive presentation development skills required.
• Strong financial modeling and analytical capabilities.
• SAP experience preferred.
• Salesforce experience preferred.
• Experience with SAC, Power BI, or other reporting and business intelligence tools preferred.
• Strong understanding of financial reporting and operational performance metrics.
• Exceptional organizational and project management skills.

The annual base salary range for this position is $90,000 - $165,000. Please note that the salary information is a general guideline only. Anritsu Company considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer.

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