Financial Analyst

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community.

Job Summary

This position will be responsible for administration, support and analysis of projects and operations, report preparation, general accounting, payment services and administrative functions.

Essential Job Duties

• Under general supervision, select from established Institute policies, procedures, and practices to accomplish assignments which require exercise of discretion and judgment.
• Evaluate, review, and approve purchase requisitions, invoices, and applications for payment.
• Approve financial transactions up to a specified dollar amount.
• Participates in development and implementation of internal controls and procedures.
• Assist internal and external customers courteously, promptly, and professionally.
• Reviews internal monthly financial reports; examines and reports trends accordingly.
• Understands workflow and impact of financial operations.
• Interpret and effectively communicate general accounting and purchasing polices to staff and customers; recommend appropriate action to be taken. Refers complex issues to higher levels.
• Ensure that accounting schedules meet set deadlines.
• May provide additional administrative and financial functions as needed.
• May provide assistance to internal and/or external auditors regarding audits of financial transactions, policies, procedures, and practices.
• Assistance with the preparation of financial reports and providing analytical support to ensure efficient use of resources and adherence to budgets.
• Maintain accurate and organized records of financial transactions, budgets, and reports.
• Ensure all documentation is up-to-date and compliant with company policies.
• Ensure compliance with financial policies, procedures, and regulations.
• Assist in audits and provide necessary documentation as required. Record and categorize expenses related to facilities operations.
• Ensure accuracy in expense reporting and verify that expenses are aligned with budget allocations.

Basic Qualifications

• Bachelor's degree and 2 years' experience, or high school diploma and 4 years' experience, in accounting or finance.
• Must demonstrate outstanding oral and written communication skills and must be able to work effectively with all internal and external stakeholders of the Institute.
• Proven knowledge of accounting principles including cost accounting, budget and forecasting, reconciliations and compliance and controls.
• Must have a high degree of attention to detail and demonstrate the ability to organize, manage and prioritize multiple tasks and deadlines simultaneously.
• Experience and confidence with MS Office programs is required.

Preferred Qualifications

• Experience in Procurement including purchase orders, and processing invoices.
• Experience with Oracle, Oracle Business Intelligence (OBI), Assetworks AiM system, Jaegger e-Procurement system and or Power BI.
• Advanced Excel skills for data analysis using functions, VLOOKUPs and complex formulas.
• Bachelor's degree in a business Field.