Financial Analyst

Charlie's Produce

$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS Degree in Accounting, Finance, or related major
  • CMA or CPA certification preferred
  • Experience with annual budgeting processes and cross-departmental collaboration
  • Strong knowledge of GAAP and financial reporting systems
  • Proven ability to analyze financial data and create forecasts
  • Proficiency in business software applications
  • Demonstrated ability to lead, persuade, and influence decisions
  • Strong analytical and problem-solving skills
  • Effective communication skills in both written and verbal forms
  • Self-motivated with minimal supervision required

Responsibilities

  • Prepare financial reports detailing the company's positions including income, margins, and expenses
  • Assist in budget preparation and ongoing financial forecasts
  • Monitor and report variances in operating results versus budget
  • Implement and support profitability initiatives focusing on process improvements
  • Enhance internal financial report efficiency and effectiveness
  • Act as a finance liaison with IT to improve existing systems
  • Manage special projects and tasks as assigned

Benefits

  • Strong company culture
  • Medical/Dental/Vision coverage starting the first of the month after hire
  • Employee Stock Ownership Plan (Profit Sharing) and 401(k)
  • Paid vacation and holidays
  • Pre-tax commuter benefits and onsite parking
  • Coverage under State Sick Leave
  • 100% Prepaid College Tuition for employees and their dependents
  • Employee Assistance Program (EAP)
Full Job Description
Job Description

*This role is 100% on-site in Seattle, WA*

Prepares financial analyses of operations, including financial statements with supporting schedules, for the guidance of management. Tracks, measures, and works to improve all aspects of the company's financial performance. Partnering with the CFO, takes a lead role in administering the annual budget process, working with division general managers and sales managers. Make process improvement recommendations in regard to functions throughout the organization and assist with the implementation of these recommendations.

Essential Duties and Responsibilities:
  • Assists in the preparation of reports that outline the company's financial position in the areas of income, margins, expenses, and earnings based on past, present, and future operations
  • Assists in the preparation of the budget and financial forecasts. Monitors, analyzes, and reports monthly operating result variances against budget and forecast
  • Assists in the implementation and provides on-going support for profitability and productivity initiatives focusing on process improvements including the establishment and reporting of key performance indicators
  • Curiosity and initiative to identify and recommend improvements
  • Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports, as necessary
  • Finance liaison with IT including improving existing systems and implementing new initiatives
  • Ongoing special projects and tasks as assigned


Qualifications
  • BA/BS Degree in Accounting, Finance, or related major
  • CMA or CPA certification preferred
  • Prior experience with annual budgeting process including working with managers across the company
  • Strong working knowledge of finance, accounting, and budgeting including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems
  • Demonstrated ability to analyze financial data and prepare financial reports, statements, and projections. Working knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis
  • Strong working knowledge of business enterprise and other computer software applications.
  • Demonstrated leadership and persuasion skills - ability to make recommendations and influence the targeted audience to adopt recommendations
  • Strong analytical skills relating to mathematical calculations, logical/relational similarities, and problem solving
  • Effective written and verbal communication skills
  • Self-motivated and ability to work independently with minimal supervision


Additional Compensation Details:
  • $90K - $110K/ annually


What we offer:
  • An amazing company culture!
  • Medical/Dental/Vision on the first of the month following hire.
  • ESOP (Profit Sharing) and 401(k).
  • Paid vacations, paid holidays.
  • Pre-tax commuter benefits, and onsite parking.
  • Coverage under State Sick Leave.
  • 100% Prepaid College Tuition for employees and their dependents.
  • Employee assistance program (EAP).


*This role is 100% on-site in Seattle, WA*

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