Investment Analyst jobs in Petaluma, CA

About the role

An exciting and challenging position exists as a Financial Analyst. Reporting to the Financial Planning and Controller, the selected individual will provide critical support in the creation and analysis of corporate reporting. This individual will be responsible for both developing new reporting and analyzing existing reports.

As a key member within the finance team, this role is focused on translating many sources of operational, financial, and other data into reporting and analysis useful for making management decisions.

 This role will be expected to obtain and maintain a high-level understanding of the business from both a financial and “real world” perspective and use that understanding to provide insights to the management team.

Responsibilities

Financial Reporting

1. Prepare/update and analyze regular scheduled reporting.  This occurs in weekly, monthly, quarterly, and annual intervals.
2. Become a subject matter expert on the makeup and presentation of the financial statements.
3. Assist in preparation of monthly financial reporting package, including KPIs, variance analyses, and others. Provide insights into the causes and implications of the results.

 Budgeting and Planning

1. Responsible for consolidating multiple sources into a single model for analysis and review.
2. Translate sales volume assumptions into revenue and COGS projections.

 General Analysis/Other

1. Support the new product development process from a financial/profitability perspective.
2. Work closely with BI team to develop/ refine reporting within the business intelligence (BI) tool.
3. Proactively identify and communicate potential efficiencies or process improvements.
4. Effectively discuss complex financial concepts with those inside and outside the finance organization. 
5. Perform ad hoc requests/analyses that arise based on business needs at the time. 

What you bring to the team

• Excellent understanding of GAAP financial statements and how they interact with each other.
• 2-4 years of FP&A, public accounting, or equivalent experience. Consumer Packaged Goods exposure preferred.  
• Strong analytical skills with experience analyzing financial results.
• Advanced level MS Excel a must.
• Proficiency in MS Word, MS Outlook, MS PowerPoint. INFOR M3 experience is a plus.
• Excellent written, presentation and verbal communication skill with a strong attention to detail
• Experience working cross-functionally in a large organization
• Performance driven with desire to take on increasing levels of responsibility and work in a fast-paced environment
• Proven success at fostering teamwork and team development

Qualifications

Salary range: $69,400.00 to $81,600.00 per year pending DOE

Benefits at Clover Sonoma:

• Medical, dental, vision, and life insurance
• Extensive 401 (k) plan with company contribution
• Paid vacation and sick time
• Employee volunteer opportunities
• Monthly product allotment

* For eligible employees

Pursuant to Clover Sonoma’s Drug and Alcohol Free Workplace Policy, applicants to this position are required to take and pass a drug test with results satisfactory to the Company following a conditional offer of employment and before commencing work.

We value Clover Sonoma’s company culture and values and an ideal candidate would: Have an overwhelmingly positive attitude; Value and listen to other team members; Possess the aptitude for creative problem solving and critical thinking; and Have the courage to do the right thing even when difficult or unpopular.

About Clover Sonoma

Third-generation family owned and operated, Clover Sonoma is recognized as a leader at the forefront of the dairy industry with their full line of conventional and organic dairy products. The Petaluma-based company in California’s beautiful Sonoma County has always held themselves to higher industry standards and was the first dairy in the United States to become American Humane Certified for the humane treatment of their animals. In addition, Clover holds their partnership of family-owned dairy farms to a higher standard with its own unique Clover Promise of Excellence -- a set of regulations to ensure the highest level of animal welfare, product quality, and sustainability measures are followed. Clover is also known for their involvement in the community and most notably their infamous mascot, Clo the Cow, who’s witty puns and billboards have been delighting Northern California for over 50 years! With a history of ‘do-gooding’ built into their DNA, Clover was proud to become a Certified B Corporation® in 2016 - meaning that we use business as a force for good by putting people and planet alongside profit.