Job Title: Financial Analyst
Job Description

The primary role of a financial analyst is to conduct quantitative analyses of data affecting the investment programs of both public and private institutions. This position involves analyzing and communicating financial information to clients. With over seven years of experience, the ideal candidate should possess strong leadership abilities and an advanced understanding of financial and investment planning.

ResponsibilitiesAssemble spreadsheets and create charts and graphs to illustrate technical data.Analyze financial information to forecast business, industry, and economic conditions for investment decision-making.Examine and interpret data affecting investment programs, including price, yield, stability, and future trends in investment risks.Present oral and written reports on general economic trends, individual corporations, and entire industries.Lead budgeting, forecasting, and month-end close processes.Deliver financial planning and analysis, including business case development.Present financial results and insights to executives and business partners.Build and maintain strong relationships with stakeholders.Identify and implement process improvements for operational efficiency.Essential SkillsBachelor's degree in accounting or a related financial discipline required. An advanced degree in a financial discipline is preferred.7+ years of financial and/or accounting experience.Proficiency in verbal and written communication, attention to detail, and critical thinking.Ability to work independently and manage time effectively.Strong understanding of economic and accounting principles, financial markets, and financial data reporting.Knowledge of federal, state, and company policies, procedures, and regulations related to accounting.Experience with Microsoft Word, Excel, PowerPoint, and other related financial software.Additional Skills & QualificationsExperience in public accounting transitioning into finance is acceptable.Experience in the payments industry is a plus.Understanding of invoices, billing, and AP processes is beneficial.Advanced proficiency in Excel, PowerPoint, Hyperion, and Tableau and/or Power BI.Experience with financial systems such as Hyperion is required; Tableau/Power BI is preferred.Experience in headcount and non-personal expense planning.High attention to detail and organization.Ability to influence, collaborate, and communicate effectively.Receptive to feedback and continuous improvement.Comfortable working in a fast-paced, dynamic, and customer-oriented environment.Work Environment

The position offers a hybrid work environment based in Foster City, providing flexibility and a dynamic work setting.

Pay and Benefits

The pay range for this position is $42.00 - $55.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Foster City,CA.

Application Deadline

This position is anticipated to close on Jun 25, 2025.

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\n\nAbout Aston Carter:\n

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

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The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

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