Financial Planning & Analysis

Financial Analyst

  • 3609 Ocean Ranch Blvd Ste 160, OCEANSIDE CA 92056-2696, United States
  • 7825 Fay Avenue, Suite 100, LA JOLLA CA 92037, United States

Financial Analyst

About KBS

Kellermeyer Bergensons Services (KBS) is the largest privately held provider of facility services in North America, servicing over 2 billion square feet of space daily. We help industry leaders across a wide range of key verticals—including retail, industrial and logistics, healthcare, education, manufacturing, and more—maintain clean, efficient and welcoming spaces that support their operations. As we continue to grow, we’re looking for team members who are dedicated, reliable, and ready to contribute to a culture built on respect, opportunity, and pride in service.

If this sounds like you, then why wait, APPLY TODAY!!

Job Overview:

Salary Range:$85000  - $90000 

Position Summary

Conducts data analysis to ascertain business performance against expectations. Produces reports of results and recommended actions. Provides daily support to the field operations senior management. Ensures accuracy of dashboards. And provides day to day financial oversite.

 

Essential Duties and Responsibilities

Job responsibilities include but are not limited to:

Support designated group:

·        Provide daily support to field senior management

·        Analyze monthly financial operation results

·        Support monthly close process

·        Determine and report source of variances which may include recommended actions

·        Create and monitor performance to annual budgets

·        Produce reports as required by Finance Manager; manage executive dashboard(s)

·        Provides support for and oversite of data management in CRM [NetSuite] and may assist with data integrity in Accounting system [Epicor]

·        Participates on projects as assigned

 

Additional Duties and Responsibilities

As requested by manager.

 

Knowledge, Skills and Competencies

Knowledge:

·        Finance

·        Financial analysis models and methodologies

·        General business operations and strategy

·        Facilities and or building services industry

·        NetSuite and Epicor

 

Skills:

·        Organization

·        Attention to detail

·        Problem solving

·        Analytical

·        Financial modeling

·        Ability to work with all levels of management

·        Collaborative

·        MS Office Applications

 

Competencies:

·        Customer focus

·        Dealing with ambiguity

·        Resourceful

 

Educational Qualifications/Job Experience Requirements

Experience Required:

·        2 or more years’ experience as financial analyst with progressive understanding of business strategy

Education:

·        Bachelor’s Degree

 

Working Conditions/Physical Requirements

Schedule:

·        Regular weekly schedule; weekends or holidays as needed

 

The working conditions and physical environments described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Physical requirements:

·        Extended periods of work seated at a desk; repetitive hand motions; prolonged use of computer; occasionally lift and carry up to 25 lbs.

·        Ability to speak clearly (use of voice)

·        Vision requirements include close vision, distance vision, moderate peripheral vision, depth perception and ability to adjust focus

 

Environment:

·        Office environment generally mild to moderate conditions including varying temperatures and noise levels conducive to a busy workplace and office equipment

·        Lighting varies based on building requirements and may be adjusted within reason

·        Time constraints and related pressures to complete work are high

 

Travel: <5%

 

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