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Financial Analyst II
San Diego, United States
Axos Bank
Target Range:
$80,000.00/Yr. - $90,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 10%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
We are seeking a highly motivated and detail-oriented Financial Analyst II/III to join our Accounting & Finance team. This role is critical to supporting strategic planning, budgeting, forecasting, and financial analysis across multiple product lines and business units. The ideal candidate will bring strong technical skills, a solid understanding of corporate financial statements, and a passion for driving insights that support long-range planning and decision-making.
Responsibilities:
- Analyze and interpret full P&L, balance sheet, and cash flow statements
- Apply core accounting principles including revenue and expense recognition, matching principles, and GAAP
- Lead and support budgeting, forecasting, and strategic planning initiatives
- Conduct variance analysis and contribute to long-range financial forecasts
- Build, maintain, and improve financial models using Excel and SQL
- Utilize and maintain Oracle EPBCS for financial reporting and analysis
- Collaborate cross-functionally to support financial decision-making across business units
- Stay informed on macroeconomic trends and assess their impact on corporate financials
- Developing and maintaining ad hoc reports and dashboards, developing financial models, and analyzing departmental financial results versus budget/forecasts
- Analyzing data to identify trends or patterns to support business decisions
- Preparing reports for senior management about the financial status of the business to support strategic decisions about future operations
- Creating various sensitivity and scenario analysis
- Serving as project support and project lead on various strategic or operational initiatives
- Developing technical capabilities. Evaluate current systems and perform gap analysis, recommend and implement solutions. Assessing processes; recommending enhancements and documenting processes and procedures
- Performing detailed analysis of P&Ls and making recommendations
- Identifying system enhancements and projects, managing the integration and implementation of financial functions
- Developing reporting tools to support monthly variance analysis over balance sheet, cash flow and profit and loss statements. Systematically identifying ways to automate financial function and analysis performed outside core systems
- Conducting audits on financial data; providing recommendations on corporate risk levels
- Developing/implementing system applications that support accounting and financial functions for the organization. Perform research and assist in problem resolution
- Building business context surrounding the financial items being researched and flush out trends and data
- Developing relationships with key partners across the organization to deepen analysis and findings tied to finance and accounting manners
Requirements:
- Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or a related field
- At least 2 years of professional experience in an analytical or financial role.
- Proficiency in SQL for data querying and analysis
- Advanced skills in Microsoft Excel, such as formulas, aggregation functions, data management, data visualization, and financial modeling
- Strong analytical thinking and problem-solving abilities
- Exceptional attention to detail, with the ability to manage multiple priorities in a fast-paced environment
Preferred Experience:
- Hands-on experience with Oracle EPBCS (Enterprise Planning and Budgeting Cloud Service)
- Experience with applications such as PowerQuery, Tableau, PowerBI, Alteryx, or similar tools is a plus
- Knowledge of GAAP accounting principles
- Experience in the banking industry
Axos Employee Benefits May Include:
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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