Top Financial Reporting Executive jobs in San Diego, CA

Description

Who We Are:

Monterey Financial is a multi-year winner of the San Diego Business Journal's "Best Places to Work in San Diego"!  

For over 30 years Monterey Financial Services has been providing superior solutions and performance for businesses looking for consumer financing, loan servicing, and debt collection from its headquarters in Oceanside, California. Our team is made up of talented and dedicated individuals who are both competitive and team-oriented. Monterey Financial is a diverse, niche organization unlike any other in the industry, with significant advancement and growth opportunities.

Who We Are Looking For:

We succeed when our employees succeed.  Monterey Financial is looking for motivated individuals with strong communication skills who are eager to take on new challenges in a fast-paced environment. We want candidates looking for long term career opportunities who are eager to grow and learn.

Summary of Role:

As the Reporting Analyst you will lead the charge in aggregating and examining data, developing insightful reports, and delivering actionable intelligence that will guide our leadership in making informed decisions. Your expertise will not only enhance our strategic planning but also improve our operational effectiveness.

A significant part of your responsibilities will include taking the lead on compiling client-specific reports and analysis. This role demands a keen eye for detail and a proactive approach to identifying trends, anomalies, and opportunities within large datasets. By tailoring reports to meet the unique needs of each client, you will directly contribute to customizing our financial solutions, thereby reinforcing our commitment to client success.

Essential Responsibilities:

• Design and execute reports and dashboards using SQL, Power BI, and Excel, aiding key business decisions.
• Work closely with diverse teams to gather data analysis requirements and deliver customized reporting solutions.
• Maintain data accuracy and integrity through consistent data validation and cleanup efforts.
• Educate and assist team members on data visualization techniques and report interpretation.
• Enhance reporting procedures while adopting innovative tools and methodologies.
• Keep abreast of industry advancements in data analytics and business intelligence, recommending and implementing best practices.
• Other duties as assigned

Qualifications, and skills:

• Proficiency in SQL for sophisticated data querying and manipulation.
• Functional expertise in Power BI for developing interactive reports and dashboards.
• Advanced proficiency in Excel, including but not limited to pivot tables, VLOOKUP and intricate formulas.
• Exceptional analytical, problem-solving, and organizational capabilities.
• Effective communication skills for presenting complex data insights to non-technical audiences.
• A proven ability to work both independently and as part of a team in a dynamic setting.

Education and/or Experience.

• Bachelor's degree in Math, Statistics, Economics, Finance, Computer Science, Business (with a strong emphasis on advanced mathematics or analytics), or a related field.
• Previous experience in a reporting or business intelligence capacity is highly desirable.

Licenses/Certifications:

• N/A

Physical Demands:
This job operates its functions in a professional office environment. While performing the duties of this position, the employee is regularly required to talk or hear using a telephone headset and is required to sit for a long period while using a computer. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The noise level in the work environment is usually moderate.

Essential responsibilities listed above do not incorporate all duties tied to this position, additional tasks may be assigned or changes as needed. Reasonable accommodations may be made to individuals with disabilities to perform the essential duties.

What We Offer:

At Monterey Financial Services, LLC, we offer our employees a career and not just another job. We pride ourselves on long-term employee retention, which is proven by the large percentage of our team who have been with Monterey for over a decade. In addition, you will be joining an inclusive and diverse company culture that puts their employees first and shows them the recognition they deserve. There is no better feeling than being appreciated, which is why we have implemented many different ways to say “Thank you!” to our team in addition to our competitive starting pay and benefit package.

Additional Perks & Benefits:

• Opportunity for growth and promotion within the company
• Department Contests, Lunches and Games
• FOND – Employee Rewards and Prizes Program
• Annual Company sponsored events like our Holiday Party and outings to Padre’s games or the Del Mar Race Track.
• Wellness Program Benefits – On-site Gym, Rewards Program, & Healthy Food Vending Options
• Year-end Bonuses
• Competitive Benefit Package – Medical, Dental, and Vision
• Life Insurance & Long-Term Disability
• 401(k) plan with the company match
• Profit Sharing
• 2 weeks Paid Time off and Holidays, with Paid Time Off increasing with tenure
• 90 day and annual reviews with opportunity to earn pay increase
• Flexible in office and remote hybrid work schedule.

Monterey Financial Services, LLC is an Equal Opportunity Employer. We do not discriminate against any employee or applicant because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or any other basis protected by law.

Qualifications