Financial analyst

Company: American Automobile Association
Location: Walnut Creek
Posted on: March 17, 2023

Job Description:

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 membersSummaryWith support from experienced analysts, our Financial Analyst generates new financial models and reports in partnership with Manager or other Analysts.Essential Functions
  • 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.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.#LI-VB1#LI-Hybrid#VIC_RXWe target between minimum and midpoint of the range, and all offers are subject to a fair pay analysis - Compensation Range: Min: $69,473.00 - Mid: $86,841.00- Max: $104,210.00-

Keywords: American Automobile Association, Walnut Creek , Financial analyst, Professions , Walnut Creek, California