Sr. Financial Analyst at Zebit
La Jolla, CA, US
Job Description:

Reporting the VP, Finance & Treasurer, this role will use industry standards and best practices necessary to compile, report, evaluate, analyze and recommend appropriate financial activities relative to the operation of the organization. This role will work closely with team members of other departments to obtain knowledge and data needed to produce timely and accurate reporting and analysis relative to the business, financial reporting, budgeting, variance reporting, forecast scenarios, and what-if scenarios on a timely basis.

Essential Duties and Responsibilities:

Work collaboratively with various departments to collect and analyze financial data needed to create timely and accurate reports and presentations for internal and external stakeholders that facilitate well informed decisions
Assist in the development of new tools and processes to support all aspects of financial planning and analysis, including forecasting, annual budgeting, long-range planning and monthly financial reporting
Assist in the further development and maintenance of financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
Produce clear, well-formatted reports that communicate a compelling message for the stakeholders
Work closely with the various business units to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
Know the business and understand the underlying drivers of revenue and expense
Continuously look for opportunities to improve existing policies and procedures to support the team
Consolidate, load and validate financial data utilizing various databases
Independently build complex financial models and present supporting analysis to executive audience


BA/BS in Finance or Accounting required
3+ years of financial reporting, budgeting, forecasting and analysis experience, including modeling capabilities required
Knowledge of US GAAP required
Advanced to expert proficiency in Microsoft Excel, including VBA, Marcos, pivot tables, etc. required
Advanced to expert proficiency in Microsoft Power Point required
Working knowledge of NetSuite or similar ERP systems required
CPA or MBA preferred
Fintech and/or ecommerce industry experience preferred
Public accounting experience a plus
Analyze and manipulate large data sets utilizing programming languages such as R or MySQL preferred and derive key findings and insights
Strong financial acumen and demonstrated ability to analyze financial statements
Prior work experience anticipating accounting, financial reporting, forecasting, and operational issues, assessing their implications, and developing and implementing appropriate action plans
Proven experience driving business performance in a high growth and fast-paced environment
Proven ability to quickly establish credibility, trust, and support within all levels of organization
Ability to act with speed, agility and accountability to drive desirable outcomes
Knowledge of funding for startups and early stage companies is a plus


Analytical—synthesizes complex or diverse information.
Business Acumen— has a sound understanding of the business and its strategy
Problem solving—the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
Oral and written communications—communicates effectively; prepares clear and concise reports and presentations for internal and external use
Trustworthy/creditable— quickly establishes credibility, trust, and support within all levels of organization; respects other people’s opinions and suggestions; takes ownership of issues and is accountable
Process effectiveness— looks for ways to continually improve processes
Judgment— exhibits sound and accurate judgment
Planning/organizing— prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
Safety and security— observes safety and security procedures and uses equipment and materials properly
Attention to detail — demonstrates high level of accuracy and thoroughness
Proactive – identifies individual and company priorities while expressing willingness to present new ideas for efficiency and improving current processes
Supervisory Requirements: No Direct Reports

Education Requirements: BA/BS in Finance or Accounting field required, CPA or MBA preferred

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

In the performance of the duties of this job the employee may be required to travel domestically and communicate using telephone and e-mail.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.