Edi analyst Jobs in Santa Rosa, CA

Samara is on a mission to create new ways of living that help people dream bigger. As we continue to grow, we’re seeking a highly motivated Financial Analyst as the first dedicated FP&A hire. This position will report to our Director of Finance and you’ll serve as a partner to the Operations, Sales and Construction teams, helping to deliver timely financial reporting, ad-hoc analyses and, ultimately, derive business insights to influence operational decisions as we continue to scale the business.

This is an in-person position; all candidates will be required to be on-site in the San Francisco Bay Area.

Responsibilities :

Work closely with our Director of Finance to forecast the P&L, as well as cash flow

Help execute our annual budgeting cycle; work with cross-functional partners to gather forecast inputs and translate their thinking into P&L, balance sheet and cash flow assumptions for assigned business functions

Develop financial models to forecast future performance and identify potential risks or opportunities.

Prepare and present reports on findings and recommendations to senior management.

Collaborate with cross-functional teams to understand business requirements and provide financial insights for decision-making.

Perform ad-hoc analyses to support functional objectives, such as business case development, new product and investment evaluation, identifying topline and margin enhancement opportunities, etc.

Support due diligence processes to help financing counterparties understand Samara’s business and assets

Support project capital asset management and investor reporting requirements

Analyze financial data to identify trends, variances, and opportunities for improvement.

Develop and maintain a strong understanding of the Company’s internal reporting systems and be able to efficiently generate needed data requests and reporting

Perform variance analysis to identify discrepancies between budgeted and actual financial results, providing recommendations for corrective actions.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

1-3 years experience in FP&A (preferably in a startup environment), investment banking, management consulting or accounting. Experience in technology, real estate development, or manufacturing industries is a plus.

Strong financial modeling skills with proficiency in Excel. You understand the basics of a 3-statement financial model and will be asked to complete a case study in the interview process

Basic understanding of GAAP accounting principles

Strong analytical skills and attention to detail

Strong presentation skills with the ability to regularly interface with executive management

Experience with presenting analytical results in both verbal and written form across a multi-disciplinary organization

Ability to frame unstructured and complex analytical problems for a broad audience

Ability to work independently and collaboratively in a fast-paced environment

Highly organized and capable of managing multiple tasks simultaneously

Desire to learn and grow in a dynamic finance environment

Exceptional organizational and communication skills

Data-driven and analytical approach to process development and improvement

Collaborative, team-first mentality and passion for empowering those around you

Skills

Financial modeling and analysis

Data interpretation and presentation

Budgeting and forecasting

Microsoft Excel proficiency

Strong analytical thinking

Effective communication

Attention to detail

Problem-solving

Team collaboration

What We Offer

Competitive base salary of $90-120k / year dependent on experience with an additional yearly performance bonus.

Hybrid work schedule with 3 days each week in our Redwood City office

Early stage employee equity

Exceptional health, dental, and vision insurance

401k eligibility after 6 months

Flexible PTO policy