Sr. Finance, Planning & Analysis

As the #1 4K UHD projection brand worldwide, Optoma Technology, Inc. is a leading manufacturer of award-winning display products, including interactive flat panels and direct view LED displays and business and home entertainment projectors for consumers, businesses, education, professional audio/video and the retail market.

With our top rated technologies, superior customer service driving customers back to us year after year, and a talented team dedicated toward delivering our customers with an uncompromising, high quality, audio and visual experience, Optoma is poised to bring new levels of solutions to our clients.    We are seeking smart, creative and passionate individuals who share the same insatiable drive we do to join us in bringing innovative products and integrated technology solutions to market.  It’s a great time to join Optoma!

Headquartered in Silicon Valley, Optoma Technology, Inc. is a subsidiary of Coretronic Corporation.
 
www.optomausa.com

Position Summary

As a hybrid Senior Financial Analyst at Optoma, you will play a crucial role in the financial planning and analysis process. You will be responsible for conducting complex financial analyses, forecasting financial trends, and providing strategic recommendations to support decision-making and drive business growth. You will work closely with senior management and other departments to ensure the accuracy and integrity of financial reporting and planning. This position will report to Controller and working closely with accounting team from headquarter.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Build financial budgets & forecasts to support Management in meeting expectations, targets and required results.
• Support Corporate FP&A's periodic reporting and analysis process over headcount, expenses, and margins, presenting results and insights regarding risks and opportunities, as well as informed narratives that explain 'why' and assessing implications to corporate-level finance goals and strategies.
• Drive change to simplify and automate regular processes/reporting/systems within the Finance team and provide other teams with easy access to data information and analysis.
• Support month-end close process and reporting; analyze and interpret financial results, highlighting key variances against budgets, forecasts and prior periods.
• Business partnering and collaborate with Business Leaders to provide decision support.
• Develop and maintain data structures and databases to support ongoing projects and reporting needs.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Create and maintain customized reports and dashboards and continue to enhance the use of relevant tools (e.g., NetSuite, Excel).
• Other duties as assigned.

Job Qualifications (Experience, Education, Knowledge, and Skills)

• Bachelor's degree in finance, accounting, or related field.
• Master’s degree or relevant certification is preferred (e.g. CPA, CFA designation).
• A minimum 5+ years of progressive experience combining both financial planning and analysis activities, or related roles.
• Strong analytical and problem-solving skills with the ability to translate complex financial data into actionable insights with little external guidance.
• Proficiency in Microsoft Excel, data analysis tools, and different software platforms such as NetSuite.
• Excellent knowledge of automated financial and accounting reporting systems and processes.
• Excellent communication and presentation skills to convey financial information clearly and concisely to both technical and non-technical audiences.
• A collaborative and proactive work style with the ability to thrive in a fast-paced, dynamic environment.

Summary of Benefits for Employees

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. 

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. 

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Beware of Fraudulent Recruiting Advertisements and Scams: Be aware when applying for a job, there are job offer scams perpetrated through the use of the Internet and social media platforms scamming people with fake job offers to gather personal and financial information. The scams prey upon those seeking employment and use false and fraudulent offers of employment with companies such as Optoma to steal from their victims. Optoma believes that one of the best ways to put a stop to these types of scams is to make you aware that they exist, provide tips on how to identify and avoid them, and make clear how we recruit for positions with Optoma so that you can more easily identify fraudulent recruiting advertisements.

• No applicant for employment with Optoma is ever required to pay any money as part of the job application or hiring process. 
• Optoma never interviews job applicants through chat rooms (such as Google Hangouts), or through instant messaging systems. If someone tells you that they want to interview you for a job through a chat room, via text or instant messaging, they do not work for or represent Optoma and are likely seeking to defraud you. 
• Optoma's job recruitment process involves in person and/or virtual through Microsoft Teams and occasionally via telephone. 
• Optoma's job recruiting staff sends email communications to job applicants from “@optoma.com” email accounts only. Any email that states to be from Optoma but does not have a "@optoma.com" address should be assumed to be fraudulent.
• Optoma recruiting staff will NEVER send interview questions ahead of time or make an offer of employment to the candidates without having them go through our different levels of interviews whether in-person or virtual.