AAA Northern California, Nevada & Utah Looking for Financial Analyst at Walnut Creek, CA Full Time

We call our club’s vision, mission, values, and supporting pillars “Our House” because they are the foundation for all that we do. We’re working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. We’re working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

Why Work For Us?

• Benefits – Medical, Dental, Vision, wellness program and more!
• 401k Matching – $1 for $1 company match up to 6% of pay
• Annual Incentive Plan – Eligibility to participate in AAA NCNU annual bonus plan
• Paid Time Off – Team Members accrue paid time off monthly with an additional 24 hours per year earmarked for volunteer activities
• Collaborative Environment – AAA will value your contribution to providing exceptional service to our members

Summary

Our Financial Analyst is responsible for financial planning, analysis, and forecasting of operating expenses. Generates new financial models and reports in partnership with Manager or other Analysts.

Essential Functions

• Analyzes current and past financial data and performance

• Develops annual budget plans and quarterly forecasts in collaboration with business partners, operations leadership and finance management.
• Identifies trends in financial performance and provides recommendations for improvement.
• Monitor and help manage costs in order to meet financial targets.
• Identifies unrealistic assumptions through data, conversations and facts.

• Sources content for financial models and reports, including industry data, external research, as well as assumptions as input.
• Uses information to improve existing models (e.g. to investigate trends, actual spend, proposed projects) or create new models.
• Works on special projects that may be complex and financial planning with others in Finance and/or internal clients
• Provides analysis of key assumptions, reviews plans and budgets for consistency.
• Must be able to point out and correct errors, faulty assumptions, and suggest changes in approach.
• Develops effective presentation materials for Manager and to present to Manager.
• Works with others to implement solutions, strategies and actions to Manager or others within Finance and/or internal client).
• Determines key issues and provides evaluation verbally or in presentation form to Manager or other Analysts.
• May assist in larger projects and/or assume responsibility for a portion of the project.

Knowledge/Skills/Abilities

• Understand, apply, and interpret broad financial concepts.
• Ability to understand accounting concepts, including analysis of financial statements (may require Analyst to seek development through outside courses or materials (preferred).
• Strong mathematical, analytical and organizational skills needed.
• Has strong business writing skills.

• Strong Microsoft Excel skills required, including the use of Pivot Tables and VLOOKUP formulas.

Education & Experience / Licenses & Certification

• Bachelor’s degree in related area or an equivalent combination of education and experience.
• 2+ years of experience conducting financial and/or business analysis

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