Financial Planning & Analysis (FP&A) Analyst, Entry-Level

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, and this role supports its financial management. This position is key to aligning business objectives with financial targets and enabling data-driven decision-making across various functions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Carlsbad, CA
• Pay: $70000–$78000 yearly
• Mission: Support the financial management of a rapidly scaling organization by aligning business objectives with financial targets and enabling data-driven decision-making.
• Tech Stack: Excel, Power BI

What You’ll Actually Do
• Financial Planning: Support monthly forecasting, annual budgeting, and planning processes.
• Performance Reporting: Develop and maintain recurring reports and dashboards to track business performance.
• Data Analysis: Analyze trends across revenue, expenses, and key operational metrics to translate data into actionable insights.
• Business Support: 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, including exploring new tools.

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 skills, demonstrated ability to analyze data and communicate clear, structured insights, high attention to detail with strong organizational skills, and strong communication skills with ability to work cross-functionally.
• Bonus: Experience with data visualization tools (e.g., Power BI), intellectual curiosity, and an interest in leveraging emerging technologies (e.g., AI, automation tools) to improve financial analysis.