Financial Analyst Lead II – Accounting and Compliance

Job Description

Financial Analyst | UST

The Tone:
This is a full-time role at UST, located in California. UST is a global technology company with over 29,000 employees in more than 30 countries, focused on transforming lives through the power of technology. The company builds innovative, human-centered solutions for clients and partners, embedding agility into everything they do. This role is crucial for supporting the CTO business by partnering with Finance and cross-functional stakeholders to deliver structured insights, reporting, and planning support.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, California
• Pay: $72000–$104000 yearly
• Mission: This person supports the CTO business by providing essential financial planning, reporting, and analysis.
• Tech Stack: Microsoft Excel, ERP or planning systems, AI-enabled tools (e.g., Microsoft Copilot)

What You’ll Actually Do
• Manage Financial Processes: Support financial planning and reporting processes across the company.
• Generate Reports: Maintain and update recurring financial reports, including P&L and Balance Sheet views, for company-wide planning cycles.
• Analyze Performance: Assist in forecast updates, track variances, and consolidate inputs from various stakeholders.
• Monitor Spend: Monitor capital and operating spend against the plan, identifying variance drivers, timing risks, and potential exposure.
• Enhance Efficiency: Identify opportunities to streamline reporting, improve data quality, and reduce manual effort by leveraging automation and AI tools.

The Must-Haves
• Background: Bachelor’s or Master’s degree, preferably in Finance, with a strong understanding of financial statements (P&L, Balance Sheet) and GAAP.
• Experience: Demonstrated strong analytical and problem-solving skills, with proven experience in advanced Microsoft Excel for modeling, data manipulation, and reporting, and familiarity with ERP or planning systems.
• Skills: Advanced Microsoft Excel (modeling, data manipulation, reporting), Strong understanding of financial statements (P&L, Balance Sheet) and GAAP, Strong analytical and problem-solving skills, Effective communication skills.
• Bonus: Experience with AI-enabled tools (e.g., Microsoft Copilot) for workflow efficiency.