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Financial Analyst II

San Juan Capistrano, CA 92675

Posted: 06/30/2025 Job Titles: FIN - Financial Analyst Job Number: 5510 Pay Rate: 85,000

Job Description

SUMMARY
Analyst that approaches responsibilities in an organized and proactive manner and demonstrates intellectual curiosity toward the workflow.  Responsible for timely and accurate analytics, system reconciliation and data integrity.  Support with and be responsible for portions of Budget, Forecast and Month End process. This position will have the opportunity to work with multiple functional groups and provide support to all areas of the P&L.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Support with processes during Budget, Forecast and Month End.  Coordinate with necessary corporate and global leaders while maintaining timeline, deliverables and process expectations established by the Corporate Finance Organization. Areas of focus will include but not be limited to:
Data reconciliation between JDE and EPM
Customer / Product level volume, sales and margin analytics
Departmental Operating Expense (OpEx) planning and analysis
  • Perform analysis on Direct Margin, Gross Profit, Cost Savings for existing and new customer / products to ensure long-term profitability of the company.
  • Provides actionable and measurable analysis to support business needs and drive decision-making, including new product analysis or capital projects.
  • Provide system administration support for Enterprise Performance Management (EPM) system.
  • Perform Adhoc or project driven financial analysis to align with Global standards
  • Ensure integrity and accuracy of financial data by evaluating and implementing process improvements and controls that have an impact on profitability of the company
  • Assist in the creation of monthly financial and quarterly board of director’s presentations.
  • Support Finance initiatives and reporting projects as assigned.
EDUCATION, SKILLS AND EXPERIENCE
  • Bachelor’s degree in finance, accounting or related field, MBA / MBA candidate desired
  • 1-3 years of FP&A experience (manufacturing environment preferred)
  • Proficient in Microsoft Office Suite (Power BI, Excel, PowerPoint, Word, Access, Teams)
  • Experience working with an Enterprise Performance Management (EPM) system is a plus.
  • Strong analytical, problem solving and financial modeling
email: dgavello@allianceresourcegroup.com

Job Requirements

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Meet Your Recruiter

Dean Gavello, MBA
Manager, Executive Search

After almost 30 years in executive search and recruiting, Dean Gavello is an incredible partner to Alliance’s clients and candidates.  Dean joined Alliance in 2016 after successfully owning and operating an executive recruiting firm for more than two decades. He has an innate ability to understand industry trends and is extremely skilled at coaching clients in how to best position their role and candidates on how to best showcase their skillset in the current market.

His portfolio spans multiple industries including manufacturing, technology, pharmaceutical, medical device, healthcare, public accounting, and aerospace. Dean earned an MBA from the University of Massachusetts at Amherst and a bachelor’s degree in finance from the University of Connecticut. He is also a former president of the Orange County Chapter of California Staffing Professionals. 

A father of four, Dean and his wife share their home with a dog, two cats, and a fish named Blue.

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About San Juan Capistrano, CA

Discover your next career opportunity in the vibrant area surrounding San Juan Capistrano, California! Nestled in Orange County, this picturesque location offers not only stunning coastal views but also a thriving job market ripe with growth potential. From the historic Mission San Juan Capistrano to the acclaimed galleries in Laguna Beach, the region boasts a unique blend of culture and charm. With proximity to top-notch dining spots, such as Ramos House Cafe, and nearby attractions like Mission Viejo Lake and the Irvine Spectrum Center, working in this area means immersing yourself in a community that values work-life balance. Explore our job listings today and unlock the door to a fulfilling career in this dynamic and enchanting region.