Investment Associate Jobs in Carlsbad, CA

SUMMARY

Overview of the position

The Financial & Strategic Planning Analyst reports to and works closely with the Director of Finance and others in the organization in analyzing and reporting on the Company’s revenue structure.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following statements are intended to describe the general nature of the level of work being performed by an individual assigned to this job. Other duties may be assigned.

• Prepares quarterly forecasting and annual operating plan (AOP) as it relates to revenue.
• Generates revenue analysis and accompanying weekly reports to project monthly and annual revenue expectations by sales channel.
• Evaluate inventory levels.
• Creates and assesses product line profitability and production variance analysis.
• Evaluates monthly expense variances against budgeted numbers.
• Works closely with the Product Development and Brand teams to understand the content and timing of product offerings.
• Provides support and compiles monthly reporting packages.

EDUCATION/YEARS EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, or other quantitative field, or equivalent experience.
• 1-2 years related experience preferred.

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS, AND ABILITIES

• Knowledge of financial statements as well as commonly used budgeting, cost estimation, accounting, and financial analysis concepts, with an emphasis on revenue analysis.
• Strong interpersonal, analytical, problem-solving, troubleshooting, and organizational skills with the ability to handle multiple, high-priority projects with a keen attention to detail.
• Knowledge of sports and the sports and entertainment toy, trading card, or trading card game industry a plus.
• Proficiency in JD Edwards OneWorld and Microsoft Office with a strong knowledge of Excel.
• Ability to perform duties under minimal supervision while exercising independent judgment.
• Excellent oral and written communication skills with an ability to interface with all levels of the organization.
• Strong desire, as well as ability, to learn quickly and immediately apply knowledge.
• Possess a can-do attitude, team-player orientation, and remain flexible as the situation dictates.
• A high degree of confidentiality is required.