Financial Analyst Jobs in Santa Clara, CA

Role description

Financial Analyst

Lead I - Business Analysis

Who We Are:

Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world.

UST is a mission-driven group of 29,000+ practical problem solvers and creative thinkers in more than 30 countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live.

With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.

Visit us at UST.com.

You Are:

We are seeking a Senior Financial Analyst level with expertise in Financial Planning & Analysis (FP&A) and Consolidations to join our dynamic finance team. This role requires a strategic thinker who thrives on independence, demonstrates strong project management capabilities, and has a passion for process optimization and system improvements.

The opportunity:

• Financial Planning & Analysis

o Perform spend analytics in a meaningful way that takes into account business understanding towards actionable insights

o Perform regular predictive financial modeling, monitoring outcomes, and refining the model

o Interpret financial results into insights and recommendations for presentation to executives

o Analyze variances and identify key drivers impacting business results.

• Consolidations

o Manage financial consolidations across multiple entities for financial cycles 5x per quarter.

o Ensure compliance with GAAP and internal reporting standards.

o Partner with accounting teams to streamline close processes and improve accuracy.

• Process & System Improvements

o Demonstrated knowledge and skill set using SAP, BPC and Anaplan to drive system process optimization

o Lead initiatives to enhance financial systems, reporting tools, and workflows.

o Identify automation opportunities and implement best practices for efficiency.

o Collaborate with IT and cross-functional teams to optimize ERP and planning platforms.

• Project Management

o Drive finance-related projects from concept to completion, ensuring timely delivery and stakeholder alignment.

o Develop project plans, manage timelines, and communicate progress effectively.

This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.

What you need:

• Bachelor’s Degree (Master’s Degree, CPA, CFA preferred) – Finance, Accounting, Economics or Business-related degree preferred

• 5-10 years of experience in Finance/Accounting for reputable firms

• Strong communication and persuasion skills

• Strong proficiency in financial modeling, forecasting, and variance analysis.

• Advanced Excel skills; experience with ERP systems (SAP, Oracle, or similar) and planning tools (Anaplan, SAP BPC).

• Familiarity with data analytics tools and concepts; SQL or data architecture experience is a plus.

• Excellent communication and presentation skills with the ability to influence stakeholders.

• Proven track record of leading process improvement and system enhancement projects.

• Highly organized, detail-oriented, and able to manage multiple priorities independently.

Compensation can differ depending on factors including but not limited to the specific office location, role, skill set, education, and level of experience. UST provides a reasonable range of compensation for roles that may be hired in various U.S. markets as set forth below.

Role Location: California

Compensation Range: $73,000-$110,000

Benefits

Full-time, regular employees accrue a minimum of 10 days of paid vacation per year, receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year), 10 paid holidays, and are eligible for paid bereavement leave and jury duty. They are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance, as well as the following Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits. Regular employees may purchase additional voluntary short-term disability benefits, and participate in a Health Savings Account (HSA) as well as a Flexible Spending Account (FSA) for healthcare, dependent child care, and/or commuting expenses as allowable under IRS guidelines. Benefits offerings vary in Puerto Rico.

Part-time employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching.

Full-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) program with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance.

Part-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year).

All US employees who work in a state or locality with more generous paid sick leave benefits than specified here will receive the benefit of those sick leave laws.

What we believe:

We proudly embrace the values that have shaped UST since day one. We build our culture of Humility, Humanity, and Integrity. These values inspire us to nurture a people-first, human centric culture that fosters diversity, prioritizes sustainable solutions, and keeps our people and clients at the forefront of all decisions.

Humility:

We will listen, learn, be empathetic and help selflessly in our interactions with everyone.

Humanity:

Through business, we will better the lives of those less fortunate than ourselves.

Integrity:

We honor our commitments and act with responsibility in all our relationships.

Equal Employment Opportunity Statement

UST is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable characteristics protected by law. We will consider qualified applicants with arrest or conviction records in accordance with state and local laws and “fair chance” ordinances.

UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.

#UST

#LI-MK2

Skills

Financial Analysis,Advanced Excel,Financial Planning

Benefits
Compensation range: $73,000.00 to $110,000.00 per year
About UST
UST is a global digital transformation solutions provider. For more than 20 years, UST has worked side by side with the world’s best companies to make a real impact through transformation. Powered by technology, inspired by people and led by purpose, UST partners with their clients from design to operation. With deep domain expertise and a future-proof philosophy, UST embeds innovation and agility into their clients’ organizations. With over 30,000 employees in 30 countries, UST builds for boundless impact—touching billions of lives in the process.