Financial Analyst

TD Thornton

$100K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business, or economics
  • 3+ years of experience in financial planning and analysis or financial operations
  • Advanced proficiency in Microsoft Excel for reporting and data analysis
  • Experience with invoice processing and financial transactions
  • Familiarity with SAP software
  • Strong analytical and organizational skills
  • Excellent communication skills, both written and verbal

Responsibilities

  • Manage invoice processing from receipt through approval and payment
  • Review invoices for accuracy, compliance, and contract alignment
  • Coordinate with vendors to resolve discrepancies
  • Support contract administration and maintain financial documentation
  • Utilize ERP systems for efficient transaction management
  • Analyze financial data and prepare reports for decision-making
  • Collaborate with teams on budgeting and forecasting activities

Benefits

  • Paid holiday, sick, and vacation time
  • Medical, Dental, and Vision Coverage
  • Health Savings Accounts (HSAs)
  • 401(k) with Company Match
  • Annual Bonus
  • Tuition Reimbursement
  • Paid Parental Leave
  • Flexible Spending Account (FSAs)
Full Job Description
Job Overview

Title: Financial Analyst
Sector: Electric Utilities
Seniority: Mid-Level
Location: Walnut Creek, CA (Bay Area)
Job Type: On-Site

As a Financial Analyst, you will support the financial operations of large capital projects within the electric utility sector. You will play a key role in invoice management, financial reporting, contract administration, and vendor coordination while ensuring accuracy, compliance, and efficient financial processes. This position requires strong analytical skills, attention to detail, and the ability to collaborate across multiple teams to support project success.

In this role, you will work closely with project managers, project controls professionals, vendors, and finance teams to improve financial performance, streamline processes, and provide accurate reporting that supports informed business decisions.
Your Day-to-Day Activities:
  • Manage invoice processing from receipt through approval, auditing, and final payment
  • Review invoices to ensure accuracy, compliance, and alignment with contract requirements
  • Coordinate with vendors to resolve invoice discrepancies and payment issues
  • Support contract administration and maintain accurate financial documentation
  • Utilize ERP systems to manage financial transactions and improve process efficiency
  • Analyze financial data and prepare reports to support project and business decision-making
  • Apply cost accounting principles to monitor project financial performance
  • Develop and maintain Excel-based reports, dashboards, and financial analyses
  • Collaborate with project teams to support budgeting, forecasting, and financial planning activities
  • Identify opportunities to improve financial workflows and reimbursement processes
  • Provide exceptional customer service to internal stakeholders and external partners
  • Manage multiple priorities while maintaining a high level of organization and accuracy
  • Communicate financial updates and recommendations to project teams and leadership
The Job Requirements:
  • Bachelor's degree in finance, accounting, business, economics, or a related field
  • 3+ years of experience in Financial Planning & Analysis, accounting, or financial operations
  • Advanced proficiency with Microsoft Excel, including data analysis and reporting
  • Experience processing invoices and managing financial transactions
  • Experience working with SAP
  • Strong analytical, organizational, and problem-solving skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent written and verbal communication skills
  • Experience supporting financial operations within utilities, construction, or infrastructure environments is preferred
You'll stand out if you have:
  • Knowledge of cost accounting principles
  • Experience with contract administration and vendor management
  • Strong data auditing and financial reconciliation experience
  • Experience developing financial reports and dashboards
  • Background supporting capital projects or project-based organizations
  • Strong client service mindset with the ability to build effective working relationships
  • Proven ability to identify process improvements and drive operational efficiencies
Compensation & Benefits
  • $100,000-$140,000 annual salary
  • Paid holiday, sick, and vacation time
  • Medical, Dental, and Vision Coverage
  • Health Savings Accounts (HSAs)
  • 401(k) with Company Match
  • Annual Bonus
  • Tuition Reimbursement
  • Paid Parental Leave
  • Flexible Spending Account (FSAs)

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