Job Details

Overview

Prefer candidates from the San Francisco Bay Area; however, can be a fully remote position with the expectation that the candidate will work in the Emeryville office at least two days a month.

POSITION SUMMARY

The Senior Financial Analyst will join the Financial Planning and Analytics team and play an integral role in the development, accumulation, and evaluation of key elements necessary to assess organizational spend. The Senior Analyst partners with business leaders on monthly cost variance reports (Actuals vs. Plan, Actuals vs. Forecast) and the companywide expense model. This position works closely with cross-functional peers and management partners to gather all relevant data required as part of day-to-day activities.

Responsibilities

• Maintain and enhance driver-based, auditable expense planning models, integrating these into National MI's operating practices by working closely with management in other business areas (Sales, Operations, Marketing, Corporate Finance and Accounting).
• Partner with business leaders to bridge the gap between operational activities and financial performance, transforming discussions into tangible financial forecasts and actionable insights.
• Develop and monitor annual operating budgets and reforecasts throughout the planning cycles.
• Analyze, interpret and communicate cost and expense variances against plan and forecast during the monthly reporting process.
• Support the monthly Actual expense reporting process by analyzing, interpreting and communicating cost and expense variances.
• Support the monthly expense close process with accruals and reclass entries.
• Maintain recurring financial reports utilizing advanced financial modeling and rigorous analytics.
• Maintain and enhance the Company's financial planning tool (Workday Adaptive), to increase efficiencies and productivity.
• Collect, analyze and prepare financial information for the board of directors.
• Provide guidance to cost center owners on expense coding related to invoices, Concur, and journal entries.
• Champion best‐practices and implement process improvement opportunities that drive productivity and accuracy.
• Build and maintain strong relationships throughout the organization.
• Perform ad hoc responsibilities, as needed.

Skills & Knowledge

• Bachelor's degree or higher in related field (accounting, finance, economics or other quantitative discipline) or equivalent experience.
• Minimum of five years of financial modeling and related experience.
• Accounting/FP&A background, with experience reading and interpreting financial statements. Certified Public Accountant (CPA) a plus.
• Experience as a Finance business partner with an understanding of how managers use financial and operational information to make better business decisions.
• Ability to clearly explain financial concepts to non-finance individuals.
• Highly self-directed and curious with an enthusiastic approach to solving complex problems and process improvement.
• Organized and detail oriented with ability to manage financial processes and the capacity to implement control procedures.
• Team player with strong interpersonal skills and sound business judgment.
• Ability to proactively gather and synthesize data from internal and/or external sources, and guide the analysis of complex issues.
• Advanced user in MS Excel, including VBA macros and Excel Add-ins, and proficient in PowerPoint.
• Experience with Adaptive Planning or other planning software experience a plus.
• Excellent written and verbal communication skills.
• Ability to work in a fast-paced and changing environment while delivering on tight deadlines.

Base Salary: $95,000 - $122,000

National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.