Purpose: The Junior Financial/Business Analyst provides overall support for the period end results, preparation of forecasts, growth plans, financial analysis, reporting and budgeting. This position reports directly to the Financial/Business Analyst in forecasting and analysis
Education/Experience: Bachelor’s Degree Required (Finance or Business Administration preferred) plus 1-2 years of finance/business analyst experience.
Essential Functions: The major areas of responsibility include:
- Prepare and assist on corrective actions across strategy, finance and operations by analyzing results and variances and identifying trends
- Prepare and assist in financial planning and analysis of revenue streams, cost center spending, project analysis, expenses and capital expenditures
- Reconcile balances and transactions by comparing and correcting data
- Provide information to the Financial/Business Analyst by assembling and summarizing data, preparing reports, and making presentations of findings, analyses and recommendations
- Assist in preparation of annual budgets, forecasts, and variance analysis
- Calculate and assess returns on investments of new projects and opportunities
- Assist in supporting year-end audits conducted by independent auditors
- Prepare accurate and timely financial information
- Prepare, complete and analyze short & long-term financial planning and analysis
- Report and analyze data for periodic reporting, periodic forecast analysis and presentation deck preparation
- Assist in period close activities by working closely with the Accounting & Finance group to ensure accuracy and
- completeness of entries
- Work with the financial/business analyst to manage P&L expectations
- Other duties as assigned by the Financial/Business analyst from time to time
To perform the Junior Financial/Business Analyst role successfully, an individual must be able to perform each essential function satisfactorily. These requirements are representative, but not all-inclusive, of the knowledge, skills, and abilities required for this role.
Knowledge, Skills and Abilities Desired:
- Achieve accuracy and meet assigned deadlines
- Ability to work amicably with a variety of personalities while maintaining professionalism
- Above average written and oral communication.
- Interpersonal sensitivity when communicating essential and necessary financial information to others.
- Ability to maintain confidentiality within the organization with a high level of personal ethics.
- High adaptability to changing needs.
- High level of dependability without supervision.
- Maintain dependability during mandatory extreme overtime for SPJA event(s).
- Consistent demonstration of quality work and good judgment
- Proficient knowledge of Excel and QuickBooks is preferred.
- Must be able to perform required tasks at convention(s) away from the SPJA office.
- Must be able to manage staff and vendors at convention(s) and at other facilities.
- Proficient in Microsoft Excel and PowerPoint with the ability to quickly learn various in-house softwareapplications and platforms
Travel: The Junior Financial/Business Analyst will be based in SPJA’s principal office. However, this position must also be able to attend meetings, conferences, and events as necessary. Sometimes this will require out of town travel.
Physical Demands & Work Environment:
- The duties of this position are performed indoors in a business/office setting. The noise level in the work environment is usually moderate to loud during events and minimal during non-event times.
- During convention(s), this individual must have the ability to stand/walk for up to four hours at a time as there is constant walking required during the convention(s).
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. and constantly operates a computer and other office machinery, such as a calculator, copier, computer printer, etc.
- The person in this position frequently communicates verbally with coworkers, supervisors and volunteers. Must be able to exchange accurate information in these situations.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and requirements of this position
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: Hybrid remote in Corona, CA 92881