Financial Planning Analyst

Overview

Financial analyst delivering sales forecasts, budgets, and insights for Western region growth.

Key Responsibilities

• financial modeling
• forecasting
• variance analysis
• power bi
• reporting automation
• sales budgeting

Tasks

With our rapid expansion, Ambient is looking to expand its FP&A team within the Finance department. This is a Hybrid role in Orange, CA. You will be responsible for providing critical financial insights and forecasts to support strategic decision-making. This role involves preparing detailed financial models, analyzing business performance and assisting in sales forecasts. The ideal candidate is analytical, detail-oriented and capable of turning complex data into actionable insights that optimize sales strategies and financial outcomes. You will report to the Manager Sales Planning and will work closely with other members of the finance team, as well as collaborate with the various sales teams across the organization. -Evaluate financial performance against budgets and forecasts, providing insightful variance analysis -Maintain and update the sales backlog across all Western regions of the business -Collaborate with business units to develop accurate and timely financial forecasts -Identify and communicate potential risks and opportunities to forecast accuracy -Leverage tools (e.g., Power BI and Adaptive) to generate regular financial reports to management, highlighting key performance indicators and trends -Conduct thorough financial analysis to support strategic decision-making -Provide financial insights and guidance to support departmental initiatives -Build and maintain complex financial models to assess business scenarios and investment opportunities -Analyze market trends and sales pipelines to support forecast accuracy -Lead the sales budgeting process, aligning forecasts with overall financial objectives -Streamline and automate financial reporting processes wherever possible -Maintain and update financial databases, ensuring accuracy and completeness of financial information -Assist in the development of the annual budget and periodic forecasts -Develop and maintain accurate sales forecasts across product lines and regions, with a focus to the Western regions of the business -Monitor and analyze departmental expenses, providing recommendations for cost optimization

Requirements

• salesforce
• power bi
• excel
• adaptive
• bachelor's
• 3-5 years

What You Bring

-Excellent communication and presentation skills -Experience with CRM systems (e.g., Salesforce) and reporting tools (e.g., Power BI) -Bachelor's degree in finance, accounting, or related field -Experience in Construction, Engineering Services and related fields a Plus -Strong analytical, problem-solving, and decision-making skills -Strong knowledge of sales forecasting techniques and tools -Strong proficiency in Microsoft Excel and financial modeling -Experience with financial reporting systems (e.g., Adaptive) -Knowledge of POC Accounting a Plus -Ability to work in a fast-paced, dynamic environment and to manage multiple projects and meet deadlines -Minimum of 3-5 years of experience in financial planning, analysis, sales planning, or related roles

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Benefits

Compensation: $90-$100k annual salary, 401(k) match, PTO and comprehensive benefits offered

About Ambient

-A dynamic consultancy firm brings a wealth of expertise to a broad range of industries. -With a focus on innovation and quality, the firm delivers exceptional solutions to complex projects. -Specializing in sectors like infrastructure, energy, utilities, and water resources, the firm has built a reputation for excellence. -Their diverse portfolio includes projects across transportation, energy systems, and water management, among others. -The firm's approach is collaborative, ensuring every project is not only feasible but optimized for long-term success. -Known for adaptability and a forward-thinking approach, the firm tackles challenges in both established and emerging sectors. -The firm prides itself on transforming client visions into tangible, sustainable outcomes.

Sector Specialisms