Sr. Financial Analyst
Job Summary
Job Description
The Sr. Financial Analyst role is part of the Finance team and reports to the Head of Corporate FP&A. Responsibilities include executive level reporting, expense planning and forecasting, business analysis, and general finance activities. The role requires providing support to the executive team and business partners, managing monthly reporting, preparing materials for meetings, preparing budgets and forecasts, and performing financial analysis. The analyst will also identify and resolve discrepancies, maintain financial data, contribute to key activities, run financial reports, and assist with enhancing BI reporting tools. This position plays a pivotal role in supporting management and business strategy.
Must have:
- Own the monthly reporting process
- Prepare meeting materials for clear communications
- Prepare annual budgets and forecasts
- Conduct data mining and analysis
- Maintain and validate financial data sets
- Bachelor’s degree in finance or business
- 12 years of financial analysis experience
- U.S. Citizenship or Permanent Residency
Good to have:
- Knowledge of Oracle, Salesforce, PowerPoint, Tableau, Adaptive Planning
- MBA
Perks:
- Hybrid work model for workplace flexibility
- Comprehensive health, dental, and life insurance
- Short and long-term disability coverage
- RRSP matching for financial security
- Flexible time-off policies for work-life balance
- Employee assistance program for mental well-being
- Learning benefits, including a LinkedIn Learning subscription
14 skills required
Job Details
Description
Sr. Financial Analyst
Walnut Creek, California
ABOUT WIND RIVER
Wind River is a global leader in delivering software for mission-critical intelligent systems. For more than four decades, the company has been an innovator and pioneer, powering billions of systems that require the highest levels of security, safety, and reliability.
Wind River helps customers across automotive, aerospace, defense, industrial, medical, and telecommunications industries solve complex technology challenges on their journey toward the new intelligent machine economy. The company’s software powers generation after generation of the safest, most secure systems in the world. Examples include playing a key role in NASA space missions such as Artemis I, the James Webb Space Telescope, and multiple Mars rovers. We’ve achieved recent 5G milestones including the world’s first successful 5G data session with Verizon and building one of the largest Open RAN networks in the world with Vodafone.
The company has received industry recognition for its technology innovation and leadership, and for its workplace culture, including global Great Place to Work certification and being named a “Top Workplace” for ten consecutive years. If you want to be part of a unique culture where the lived experience is based on our cultural attributes of growth mindset, customer-focus, and diversity, equity, inclusion & belonging, come join us and help advance the future software defined world.
ABOUT THE OPPORTUNITY
The role will be part of the Finance team based in Walnut Creek, CA and will directly report to the Head of Corporate FP&A. Responsibilities will be driven by the Corporate Finance team with particular emphasis on executive level reporting, expense planning and forecasting, business analysis, and General Finance depending on the business cycle. The team you will represent is pivotal to management support and analysis of business metrics. Your contribution in this role will impact the success of corporate finance and the company’s overall business strategy. The focus of this role is to provide support to the executive team as well as various other business partners in the organization.
PRIMARY RESPONSIBILITIES
- Own the monthly reporting process, ensuring deliverables and timelines are adhered to/ analyze results
- Support the preparation of meeting materials to support clear communications and understanding at the executive and board level
- Facilitate the preparation, reporting and analysis of corporate level annual budgets, quarterly forecasts and monthly estimates.
- Anticipate potential questions and conduct investigations of errors and variance analysis independently and collaborate with management to resolve business issues.
- Perform structured analysis; conduct data mining; identify, clarify, and investigate discrepancies and exceptions; proactively develop solutions and processes.
- Maintain, reconcile, review, combine, and validate financial data sets and accounts, utilizing financial reports, financial databases, and key financial information.
- Contribute to development of budget, forecasting, analyses to be used for key activities, decision making.
- Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports.
- Assist in enhancing current BI reporting tools to create dynamic dashboards for financial and KPI metrics
- Support the implementation of the new financial planning system by assisting with system setup, data validation, and process testing
- Detail oriented person who seeks to drive consistency in delivered results and timelines
- Highly driven individual who values opportunities to grow and develop professionally in a high visibility role with a broad array of potential responsibilities
- Must take initiative in anticipating the needs of the executive team and other business leaders
- Must thrive in a fast-paced environment, possess a high level of intellectual curiosity
- Combines strong analytical capabilities with business acumen and communication skills to deliver insights that drive financial and operational performance
- Proven ability to work independently and cross-functionally to determine methods and procedures regarding assignments
- Strong interpersonal skills with a collaborative, team-oriented mindset and the ability to influence
- Possesses a clear commitment to generating results and exhibits the highest personal and professional standards of integrity and ethics
- Proven track record of financial statement analysis and developing impactful business analysis
ABOUT YOU
Qualifications:
- U.S. Citizenship or Permanent Residency is required.
- Must be a resident of the local area with ability to work on site.
- Bachelor’s degree in finance or business – MBA a plus
- Minimum of 12 years of financial analysis experience preferably with a software company in a high visibility finance, strategy or analytics role
- Advanced Microsoft Excel skills highly desired
- Knowledge of Oracle, Salesforce, PowerPoint, Tableau, Adaptive Planning would be a benefit
- Exceptional track record with communication, and interpersonal skills, capable of engaging with stakeholders at all levels of a customer, to deliver business results.
- Exceptional verbal and written communication skills, with experience presenting at executive levels.
- Must be willing to travel domestically as needed for sales calls and internal meetings.
BENEFITS
- Hybrid work model for workplace flexibility
- Comprehensive health, dental, and life insurance
- Short and long-term disability coverage
- RRSP matching for financial security
- Flexible time-off policies for work-life balance
- Employee assistance program for mental well-being
- Learning benefits, including a LinkedIn Learning subscription and seminars
Join us at Wind River, where we're not just shaping technology; we're shaping the future of a safer, more connected world. Your journey to make a meaningful impact begins here.
APPLICANT PRIVACY NOTICE:
Your privacy is of the utmost importance to us. At Wind River, we strictly adhere to all applicable data privacy laws. Please review Wind River's Applicant Privacy Notice, which can be found here.
Wind River is an Equal Opportunity Employer with a commitment to diversity. We prohibit discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.
Compensation
The annual base salary range for this role’s listed grade level is currently $148k to $200k for SF Bay Area residents. Salary ranges are determined through interviews and a review of the education, experience, knowledge, skills, location, and abilities of the applicant, and equity with other team members. Employees in this role are also eligible for the following benefits in accordance with the terms of the Company's plans: health, dental, vision insurance, life insurance, flex time off, eligibility to enroll in 401k, and 12 paid holidays.
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