FP&A Analyst jobs in Santa Ana, CA

GENERAL POSITION SUMMARY:

This role involves leading the accounting team, preparing financial statements, and providing strategic insights to support the organization’s financial health and strategic objectives.

The first role is responsible for managing and overseeing the organization’s accounting functions, ensuring accurate financial reporting, compliance with regulatory requirements, and effective internal controls

.
The second role is responsible for overseeing and managing the financial planning and analysis activities of the organization. This role involves developing and implementing financial models, conducting variance analyses, preparing forecasts, and providing strategic insights to support decision-making processe

s.
The Controller and FP&A Manager will work closely with various departments to ensure alignment with the company’s financial goals and objectiv

es.
Duties and Responsibilit

ies:Accounting Management and Financial Report

ing:Oversee the month-end and year-end closing processes to ensure timely and accurate financial report

ing.Assist in preparing and reviewing tax-related documents, ensuring accurate and timely compliance with tax regulati

ons.Prepare and oversee the preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow stateme

nts.Ensure compliance with Generally Accepted Accounting Principles (GAAP) and other regulatory requireme

nts.Review and analyze financial reports to identify trends, discrepancies, and areas for improvem

ent.Internal Controls and Complia

nce:Develop, implement, and monitor internal controls to safeguard the organization’s assets and ensure the accuracy of financial reco

rds.Ensure compliance with regulatory requirements, including tax filings and aud

its.Coordinate and support internal and external audit proces

ses.Financial Planning and Analy

sis:Lead the annual budgeting process, including preparing financial models, coordinating with department heads, and consolidating d

ata.Develop and maintain financial forecasts and projections to guide strategic planning and resource allocat

ion.Conduct in-depth analysis of financial performance, including revenue, expenses, and profitabil

ity.Prepare detailed variance analyses to compare actual performance against budgets and foreca

sts.Identify trends, risks, and opportunities and provide actionable recommendations to managem

ent.Prepare and present regular financial reports and presentations for senior management, highlighting key financial metrics and insig

hts.Ensure accurate and timely reporting of financial performance and key performance indicators (KP

Is).Strategic Supp

ort:Partner with business units to understand their financial needs and provide support in financial decision-mak

ing.Assist in evaluating potential business investments, acquisitions, and other strategic initiati

ves.Implement new systems or tools to enhance financial reporting and analy

sis.Team Leaders

hip:Supervise and mentor accounting staff, providing guidance and support in their professional developm

ent.Foster a collaborative and high-performance team environm

ent.Process Improvem

ent:Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activit

ies.Develop and maintain financial models, dashboards, and reporting to

ols.Continuously assess and improve accounting processes and systems to enhance efficiency and accur

acy.Implement best practices and new technologies to streamline accounting operati

ons.
Required Qualificat

• ions:Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA, CMA prefer
• red).Over 6 years of experience in progressively responsible accounting roles, with some experience in a supervisory or leadership capa
• city.In-depth knowledge of Generally Accepted Accounting Principles (GAAP) and relevant financial regulat
• ions.Understanding of income tax and corporate income tax, VAT and Performs calculations and tax returns related to sales
• tax.Strong analytical and problem-solving skills, with the ability to interpret complex financial data and present it in a clear and concise ma
• nner.Advanced knowledge of financial software and tools (e.g., Excel, ERP syst
• ems).Detail-oriented mindset and a high level of accuracy in financial repor
• ting.Strong attention to detail and accu
• racy.Excellent communication and interpersonal skills, with the ability to work effectively with various stakehol
• ders.Ability to work under pressure and meet tight deadl
• ines.Ability to manage multiple tasks and prioritize effectively in a fast-paced environ
• ment.High level of integrity and professionalism, strong ethical standards and commitment to maintaining confidentia

lity.
Preferred Qualifica

• tions:Strong knowledge and working experience with ERP, BI tool, other
• tools.Experience in performing calculations and preparing tax returns for corporate income tax and VAT is a
• plus.Business level speaking and writing skill in Japanese is
• plus.Background working in Japanese Company i

s plus
Other Requir

ements:Supervisory Responsibiliti

es: Yes
Key Att

ributes:Candidate should demonstrate thes

e skillsSolid verbal and written English communication

skills.Strong ethical s

tandardsGood time managemen

t skillsGood negotiatio

n skillsCritical thinking and problem-solvin

g skillsPlanning and organizin

g skillsTeam working skills with

respectStress t

oleranceDetail

OrientedSteady and

prudent
WORK ENVIRONMENT & PHYSICA

• L DEMANDSWork is typically performed either in an office environment with a moderate noise level or at y
• our home.While performing the duties of this position, the employee is required to frequently sit and occasionally must stand, walk, use hands and fingers, and may lift and/or move up to 2
• 5 pounds.Specific vision abilities include the ability to read and analyze data in hard copy and on a computer screen, measure, or identify using eyesight and adjust visi
• on focus.Abilities to communicate verbally and in writing to individuals an

d groups.
Compensation &

Benefits:Benefits: Health, Dental & Vision coverage,

401k planHealth care: effective first of the month following 30 days waiti

ng period.401K: Require 3 months of service to be

eligible.Paid holidays; 88 hours of vacation per year; 56 hours sick leav

e per yearDiscretionally Year-end bonus (TBD) may be