Merchant Chargeback Analyst Sr. jobs in Long Beach, CA

Job Responsibilities

• Designs, implements and provides products, programs, projects, processes and policies in support of the Financial Planning and Analysis function.
• Provides financial services and consulting at the branch, team and/or market level; performs analysis and interpretation of financial and other data; directly supports the Finance Director and finance team.
• Forecasts, analyzes, and evaluates financial plans and budgets; develops recommendations to achieve financial objectives.
• Participates in expense forecasting and actuals process, including research and communication of variances.
• Prepares and distributes analytical and performance tracking reports to sales and operational team leaders.
• Builds process improvements that identify and track key operating metrics that can be leveraged to develop planning tools.
• Creates financial models to support P&L forecasting, annual budgeting process, and evaluation of strategic business decisions.
• Interfaces with business, finance & sales leads, accounting partners and IT to ensure accurate data and information gathering.
• Performs analysis/deep dives on profitability, revenue trends and other periodic ad-hoc analytical projects.
• Performs ad hoc research as necessary; prepares and presents comprehensive evaluations, proposals and recommendations to appropriate leadership.
• Assists with budgeting process including preparation of templates, coordination of budget meetings, entering budget information into appropriate systems and preparation of presentation materials.
• Tracks historical capital investments and assists with monthly capital expenditure forecasting.
• Analyzes concession agreements and other third party contracts and monitors compliance with financial terms and obligations.
• Supports business development team by providing financial information for business reviews and by analyzing performance of competitors, including identifying trends in competitors’ behavior.

Job Qualifications:

Education and Certifications

• Minimum 4-year college degree in Accounting or Finance
• CPA a plus

Work Experience

• Minimum 2-3 years of related experience, in an accounting/financial analysis role

Skills

• Solid knowledge of general accepted accounting principles.
• Able to prepare accurate financial reports and analyses in a timely manner.
• Able to multi-task and stay calm under pressure.
• Strong organizational / time management skills, and be detailed oriented.
• Strong process, analytical and interpersonal skills.
• Excellent verbal and written communications skills.
• Proficient in Microsoft software applications (i.e., Word, Excel, Outlook, and PowerPoint.) with advanced Excel skills (e.g., lookups and pivot tables).

Competencies

• Technical Aptitude – Proficient in Microsoft software applications (i.e., Word, Excel, Outlook, and PowerPoint.).

• Customer Focus – Is dedicated to meeting the expectations and requirements of internal and external customers.
• Business Acumen – Knows how businesses work; knowledgeable in current and possible future policies.
• Time Management – Uses time effectively and efficiently; values time; concentrates efforts on the more important priorities.
• Process Management – Good at figuring out the processes to get things done.
• Action Oriented – Enjoys working hard; is action oriented and full of energy for the things seen as challenging; not fearful of acting with a minimum of planning.

Physical Demands

The demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Employee must have the ability to sit and/or stand at a desk for a minimum of 8 hours a day and complete tasks requiring repetitive use of hands. 
• Employee must have the ability to lift and move items up to 15 pounds. 
• Employee must have the ability to see written documents and computer screens, and to adjust focus.
• This job is performed in a temperature-controlled office environment.