Job Title: Financial Business Analyst I
Duration: Permanent role
Location: Monterey Park, CA
Benefits Package Overview:
- Vacation Time: 80 Hours
- Sick Time: 40 Hours
- Holidays: 8 paid holidays
- Insurance: 100% premium coverage (up to $500/month) for medical, vision, and dental
- Professional Development: Up to $1,000 annually for license renewals and education
- 401(k): Employer match: 100% up to 4%, vested immediately
- Participation in industry events
Job Summary
- Are you looking to apply your skills and utilize your experience to make a difference in our community
- Are you motivated to collaborate with a diverse team of professionals to deliver new projects for our clients
This is a full-time:.
- The ideal Business Analyst I is a detail-oriented accounting or finance professional with 3–5 years of experience in reconciliations, accruals, financial reporting, and analysis.
- They are proficient in Excel and accounting systems, able to identify and resolve discrepancies, and communicate effectively with internal teams and vendors.
- Experience in construction or bond-funded programs is preferred, with tools like Costpoint or Proliance as a plus.
Responsibilities
- SME for department systems and system integration and implementation projects.
- Reconcile financial accounts and reports. Identify discrepancies or inconsistencies and resolve expeditiously to maintain controls.
- Prepare and/or review assigned financial statements, reports and analysis and address/resolve issues.
- Responsible for the accrual process, journal entry process, debit/credit memos, etc. ensuring accuracy and timeliness. Includes the preparation and routing of such for approval as well as the maintenance and reconciliation of logs.
- Approve/release invoices per accounting procedures and as assigned by Finance Manager.
- Prepare and/or review, as assigned, vendor files or other supporting documentation for vendor payments.
- Communicate with applicable construction and professional services vendors as needed.
- Assist in processing of general contractor's payment analysis.
- Work directly and effectively with the accounting team and other department personnel on bond related matters.
- Evaluate and ensure bond compliance about financial accounting, reporting and invoice payments.
- Complete any bond related assignments as assigned by manager.
Required Experience:
- 3-5 years of experience in accounting, finance, or related fields.
- Experience in working with business enterprise or accounting systems.
- Experience performing historical trends and analyze results.
- Experience creating monthly financial reports and analyzing results.
- Ability to work independently and in a team environment.
- Ability to work in a fast-paced environment.
- Ability to communicate and present effectively with all levels of an organization.
- Intermediate proficiency in Excel, MS Word, and PowerPoint.
- Ability to lead projects to successful conclusion.
Required Education:
- Bachelor's degree in business or related degree.
Preferred Qualifications:
- Bond program experience
- Construction program experience
- Costpoint and/or Proliance experience