Financial Analyst – Financial Planning and Analysis

Job Description

Associate Financial Analyst | ATEC Spine

The Tone:
This is a full-time role at ATEC Spine, located in Carlsbad, CA. ATEC Spine is a rapidly scaling organization focused on advancing spine surgery technology. You’ll be instrumental in supporting the financial management of this organization, helping to align business objectives with financial targets and enabling data-driven decision-making across various functions. This entry-level opportunity is ideal for a motivated finance professional looking to gain hands-on experience in financial planning, performance analysis, and forecasting.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Carlsbad, CA
• Pay: $70000–$78000 yearly
• Mission: This role supports financial planning, performance analysis, and forecasting to enable data-driven decision-making across the organization.
• Tech Stack: Excel, Power BI, AI-enabled solutions, automation tools

What You’ll Actually Do
• Financial Planning: Support monthly forecasting, annual budgeting, and planning processes, including preparing variance analyses and identifying key drivers.
• Performance Analysis: Develop and maintain recurring reports and dashboards to track business performance and analyze trends across revenue, expenses, and key operational metrics.
• Business Collaboration: Partner with Finance team members to support functional areas such as Sales, Operations, and Corporate functions.
• Process Improvement: Identify opportunities to improve reporting efficiency, accuracy, and scalability across financial processes.
• Tool Enhancement: Support the implementation and enhancement of financial tools and reporting capabilities, including exploring and applying new technologies.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related business field.
• Experience: 0-2 years of relevant experience, with internships or early career experience preferred.
• Skills: Strong Excel proficiency, demonstrated ability to analyze data and communicate clear, structured insights, high attention to detail with strong organizational skills, and strong communication skills.
• Bonus: Experience with data visualization tools (e.g., Power BI), intellectual curiosity and willingness to learn in a fast-paced environment, and interest in leveraging emerging technologies (e.g., AI, automation tools) to improve financial analysis.