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Financial Analyst

Company: Phocas Software
Location: Irvine
Posted on: April 10, 2021

Job Description:

Phocas is a software provider that is committed to helping people feel good about using data. Phocas offers solutions for Analytics, Budgeting and Forecasting and Financial Statements that work seamlessly together to help businesses report, budget and act faster by putting data in the hands of decision makers.

Phocas isn't just loved by our customers. We also have some of the happiest employees around! In fact, Phocas ranks #1 in G2 Crowd, has a 4.9/5 rating on Glassdoor, and in 2019 Phocas won the Culture Transformation Award from Human Synergistics in recognition of our constructive and positive culture.

As a Financial Analyst with Phocas you will support and contribute to critical business decisions by researching, constructing, analyzing, presenting, and maintaining key financial and growth models. This role will appeal to someone who enjoys collaborating with cross-functional team members across all levels of the organization within finance, sales, marketing, and operations.

  • Conceptualize, gather, plan, prepare, construct, summarize and analyze pivotal financial and growth models.
  • Work closely with key business stakeholders to gain financial, commercial, market and procedural insights and requirements.
  • Support the day-to-day finance operations of the business - assisting with monthly reporting, budgeting/forecasting and general enquiries.
  • Produce datasets and reports for analysis using internal system reporting tools and external data sources.
  • Plan and convert complex business plans and data into meaningful, scalable excel models to inform stakeholders and drive more informed decisions.
  • Perform technical analysis of financial models to assess short- and long-term financial performance and business value.
  • Support continuous improvement projects, develop, and enhance reporting and planning tools and identify opportunities for efficiency and financial outcomes.
  • Implementation of and adherence to global processes and procedures in the USA business.
  • Preparation, maintenance, and timely processing of USA payroll.
  • Coordination and reporting of benefits - 401K and Health Insurance.
  • Continual review of Sales Tax Rates and assisting with timely filing of all Sales Tax Return Lodgement.


    • Certified Public Accountant (CPA)
    • Bachelor's Degree in Accounting or Finance, or other related area.
    • 3 - 5 years proven experience as financial analyst, management accountant or similar role, preferably gained from within technology/software industry.
    • Extensive experience with MS Excel in creating complex financial models.
    • Proven knowledge and application of accounting and financial principles and practices, as well as laws and regulations.
    • Extensive working knowledge and experience with an accounting software.
    • Proven understanding of internal and external business and commercial data.
    • Great communication skills - verbal, written, and presentation, that allows you to gain rapid understanding of complex commercial and financial concepts.
    • Good business judgment and common sense, able to think strategically as well as tactically.
    • Ability to work both autonomously and as part of a broader team.
    • Excellent attention to detail and ability to conceptualize and process large amounts of data.
    • Strong ability to learn, comfortable with ambiguity and adaptable within a changing environment.
    • Proven ability to manage multiple projects in a dynamic environment.
      • Prior technology/ software or investment banking industry experience highly preferred.


        Fun / Fulfilling Awesome culture and meaningful work!
        • Autonomy Trusted to follow your passion and make it your own.
        • Growth Opportunity to be more - for you and the business.
        • Wellness We believe in a real work life balance and have a strong family orientated culture.
          In addition to a fun and fulfilling team and environment, other benefits provided include
          • 401(k) match
          • Company paid medical, vision and dental with buy-up options
          • Generous time off 20-vacation days and 10-sick days plus generous company holiday schedule
          • Remote work available

            These 3 words are what Phocas endeavors to provide to our employees and underpins everything we do.

            Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

            Apply for this job

Keywords: Phocas Software, Irvine , Financial Analyst, Professions , Irvine, California

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