Zone5technologies

Financial Analyst I

San Luis Obispo, California. Posted 3 months ago

The role

You will build and maintain Excel models for project budgeting, forecasting and financial tracking. You will also consolidate financial data, report on project performance and support month-end and quarter-end close.

What you will do

  • Build, maintain, and troubleshoot complex Excel models for project budgeting, forecasting, and financial tracking
  • Consolidate and reconcile financial data from multiple sources
  • Create charts, dashboards, and reports on financial trends and project performance
  • Prepare and update PowerPoint presentations of financial findings for leadership
  • Track project budgets against actuals and flag variances and discrepancies
  • Support month-end and quarter-end close, including basic journal entries, accruals, and account reconciliations
  • Maintain organized, well-documented spreadsheets and files for audit readiness
  • Partner with program managers and finance team members to gather data and refine financial models
  • Identify ways to improve reporting templates, automate recurring tasks, and streamline data workflows
  • Perform ad hoc analysis and reporting as requested

Required qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field, or equivalent practical experience
  • Advanced proficiency in Excel, including formulas (INDEX/MATCH, XLOOKUP, SUMIFS), pivot tables, and building and auditing complex models
  • Working knowledge of PowerPoint
  • Strong data visualization skills
  • Basic understanding of accounting principles (debits/credits, accruals, basic financial statements)
  • Exceptional attention to detail and accuracy in a fast-paced environment
  • Strong organizational and time-management skills
  • Clear written and verbal communication skills
  • 1–5 years of relevant experience (internships count)
  • Prior exposure to financial analysis or project accounting
  • Collaborate with cross-functional engineering teams to deliver high-quality systems
  • U.S. citizenship

Nice to have

  • Experience with charting tools or BI platforms such as Power BI or Tableau

Benefits

  • Competitive total compensation package
  • Medical, dental, vision, and life insurance options, and more
  • 401k with company match
  • 3 weeks of paid time off each year
  • 40 hours of sick time
  • 12 annual company holidays
  • Opportunities for professional development and career advancement

Before you apply

  • U.S. citizenship is required
  • Skills will be evaluated in real time during the interview
  • All hires must verify identity and eligibility to work in the United States
  • The employer uses E-Verify to confirm employment eligibility

About the company

Zone 5 Technologies develops precision weapons, interceptors, and unmanned aircraft systems for the United States and its allies. It is a federal contractor.

Financial Analyst I at Zone5technologies | JobZoey