Posting Title: Financial Analyst
Reports To: Director of Finance
Location: San Jose, California
Salary Range: $80,100 to $110,000
Final determination of a successful candidate's starting pay will vary based on a number of factors, including market location and may vary depending on job-related knowledge, skills, education and experience. The pay scale listed for this position is generally for candidates that meet the specified qualifications and requirements listed on this specific job description. We provide a competitive compensation package that recognizes your experience, credentials, and education alongside a robust benefits program to meet your needs. Our compensation reflects the cost of labor across several US geographic markets.
WHO WE ARE
For more than 70 years, Cupertino Electric, Inc. (CEI) has been powered by people who've built a reputation for delivering high-profile, complex projects. Real, tangible things that alter the landscape and improve lives. But even more than that, we've built a reputation for integrity. We're problem solvers and innovation seekers. We're team players and safety fanatics. And we always-always-do the right thing. Even when no one is looking. Because what we do here is important, but how we do it is everything.
THE FINANCE TEAM
Our projects may be complex, but our approach is simple: we build great things and we do it with great people. The Finance team at Cupertino Electric, Inc. (CEI) provides employees, stakeholders and customers with timely and accurate financial information. The Finance Department is comprised of six teams: Accounts Payable (AP), Accounts Receivable (AR), Billing, Collections, Payroll and Tax that work closely together to ensure compliance and the financial well-being of the company.
ABOUT THE ROLE
Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, trended future requirements and operating forecasts. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, and impact of governmental requirements.
Participate in the monthly forecasting process. Maintain and enhance files used to support the forecast.
Assist in the preparation of the quarterly Board of Directors presentation deck.
Produce monthly income statements in Excel for various internal departments, including variance analysis.
Produce other month-end reports as needed.
Participate in the annual budgeting process. Maintain and enhance files used to support the budget.
Continually seek out ways to improve the quarterly Board of Directors presentation by adding new content and streamlining existing content.
Take over, or initiate, analysis that can drive the company to better performance, including on subjects such as compensation, small projects, regional growth, the public infrastructure segment, and the company's revenue dependency on key customers.
Participate in the development of the data warehouse.
Respond to requests from various business partners for financial information and analysis.
Knowledge: Developing professional expertise, applies company policies and procedures to resolve a variety of issues.
Job Complexity: Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.
Supervision: Normally receives general instructions on routine work, detailed instructions on new projects or assignments.
ABOUT YOU
Advanced use of Excel, including solid to advance use of pivot tables. Strong PowerPoint skills.
The ability to tell a story, using graphs, tables and written narrative, often in the form of PowerPoint files.
Uncover insightful stories to tell about the business using an evolving knowledge of the company and the industry.
Strong written communication skills, including the ability to be brief and concise.
Strong oral communication skills during meetings. Full presentations are rare.
Ability to learn new software quickly.
The ability to work independently, to hit the ground running and take tasks from inception to a finished product with little oversight.
A proactive mindset.
Familiarity with query tools is preferred, including possibly Access, Business Objects query tool, visual SQL editors etc. Familiarity with basic SQL statements is useful
Familiarity with the principals of dimensional data modelling is preferred eg the Kimball methodology. A data governance background is useful.
A solid understanding of accounting principles is required.
MINIMUM QUALIFICATIONS
Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying.
Education: Bachelor's degree required. MBA and/or CPA preferred.
Experience: Typically requires a minimum of 4 years of related experience with a Bachelor's degree; or 2 years and a Master's degree; or equivalent experience
LI-SA1
PLEASE NOTE: CEI will never ask for any money or financial information from applicants during the hiring process. To learn more about "job scams" how to avoid them, click here. (https://consumer.ftc.gov/articles/job-scams)
CEI is a place where every single person can-and does-have an impact on the work we do and the communities we serve. Here, you can build your own story and grow to your full potential. You can collaborate and celebrate with amazing people. And you'll go home every day knowing you helped contribute to important work that shapes people's lives. Our commercial, data center and energy projects may be complex, but our approach is simple. We build great things and we do it with great people.
The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department, program or project needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
Cupertino Electric, Inc. (CEI) is proud to be an Equal Employment Opportunity and affirmative action employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cupertino Electric Inc. aims to make cei.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact us at ceijobs@cei.com or 1-(877)-747-4CEI.
Cupertino Electric, Inc. (CEI) is proud to be an Equal Employment Opportunity and affirmative action employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
