Job Details - Business Analyst, Finance - Fountain Valley, CA

Department: Finance

Business Analyst works closely with senior management to cover a broad range of responsibilities, adds measurable value to support sales and business managers. He/she is responsible for preparing financial updates, providing strategic guidance, financial planning and analysis. Further, the position will develop reporting and utilize data analytics to identify improvement opportunities and enable effective business decisions. Strong analytical skills as well as the ability to work effectively in a team environment and collaboration with peers in all functional areas are essential to the success of this role.

Essential Functions:

  • Prepare monthly financial reporting and customer profitability report. Review key metrics of the monthly reporting to effectively measure financial and operational performance.
  • Conduct a round table discussion with sales teams to present the monthly financial results, review corporate strategies, product roadmap, market highlights, and customer update. Analyze the actual results with plans and forecasts.
  • Develop tools and systems to provide critical financial information as well as key performance indicators and strategic direction of the company.
  • Prepare ad hoc reports to assist sales and business managers in reaching the goals in driving the profitability and/or market share.
  • Provide market update and prepare competitor analysis.
  • Work with Credit to review and analyze customers’ financial reports to provide update on credit/risk analysis.
  • Review sales contracts, perform scenario analysis and feasibility study.
  • Work with AR team for problem solving, process improvements and provide key metrics and analysis.


  • 5+ years of previous business analytics experience with responsibility in project/business management or service industry.
  • BA/BS in Accounting, Finance or equivalent business degrees
  • Excellent verbal and written communication skills.
  • Demonstrate strong analytical, organizational and problem-solving skills.
  • Technical knowledge and experience working with BI visualization tools (TIBCO Spotfire; PowerBI; Excel)
  • Strong technical experience accessing and working with data (SQL, databases)
  • Advanced knowledge of Excel (complex and nested formulas; tables, pivot tables and pivot reporting; dynamic & interactive charting; VBA and macros; etc.)
  • Strong presentation and PowerPoint skills.
  • Proficient with Microsoft Office, JDE, Cognos, Insight/Hubble.
  • Ability to conduct costs/benefit analysis.
  • Self-motivated with ability to influence, challenge, and inspire confidence among others.
  • Some travel required.
  • MBA, CPA or CMA preferred
  • Spanish or Mandarin speaking plus
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