Financial Analysis Specialist

The Financial Analysis Specialist role supports Cubic Defense by driving financial planning, performance analysis, forecasting, reporting, and accounting activities. This position translates operational and program economics into actionable insights that help leadership manage performance and support strategic business growth.

Key Responsibilities

• Develop, maintain, and enhance key financial and operational performance metrics, dashboards, and KPI reporting to support financial performance management and business operations.
• Partner with business leaders and cross-functional stakeholders on annual operating plans, quarterly outlooks, monthly forecasts, and long-range financial planning.
• Lead preparation, consolidation, and reconciliation of monthly financial results, including variance analysis and recommendations for management.
• Coordinate and support the annual budgeting process, covering budget development, performance tracking, and budget-to-actual reporting.
• Create and deliver accurate, timely financial reporting and analysis that inform executive decision-making and strategic planning.
• Facilitate financial performance reviews with business leadership by communicating results, risks, opportunities, and recommended corrective actions.
• Perform detailed financial analyses across programs and product lines to assess operating performance, cost drivers, profitability trends, and business opportunities.
• Support strategic initiatives through financial modeling, scenario analysis, investment evaluations, and business case development.
• Prepare ad hoc financial analyses, presentations, and reporting packages for executive leadership, corporate finance, and other stakeholders.
• Conduct financial evaluations and due diligence for acquisitions, divestitures, capital investments, and other strategic projects as needed.
• Collaborate with finance, accounting, program management, contracts, and operations teams to support financial integrity, compliance with corporate policies, and alignment with reporting requirements.
• Drive continuous improvement initiatives to enhance financial processes, controls, reporting efficiency, forecasting accuracy, and overall business performance.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline, or an equivalent combination of education and relevant professional experience.
• Minimum six (6) years of progressive experience in financial planning and analysis, financial reporting, cost accounting, or a related finance function within a complex business environment.
• Demonstrated experience supporting financial planning, forecasting, budgeting, reporting, and performance analysis activities.
• Advanced proficiency in Microsoft Excel and ERP-based financial systems required; experience with SAP or comparable enterprise financial systems strongly preferred.
• Highly desirable experience with business intelligence, planning, and analytics tools such as Tableau, Anaplan, Alteryx, or similar platforms.
• Proven ability to communicate and collaborate effectively with employees, management, executive leadership, and internal and external auditors.
• Demonstrated ability to analyze and reconcile complex financial statements, identify trends, and provide actionable business insights.
• Strong organizational and project management skills, with a commitment to maintaining accurate, accessible, and auditable financial documentation.
• Ability to manage competing priorities, work independently, and deliver high-quality results in a deadline-driven environment.
• Strong business acumen, continuous improvement mindset, and commitment to operational excellence and customer service.
• Maintains the highest standards of professionalism, ethics, and personal integrity.

Preferred Qualifications

• Experience supporting private equity-owned organizations, strategic finance initiatives, capital investment analyses, mergers and acquisitions activities, or other value-creation initiatives is a plus.
• Knowledge of foreign currency translation and multinational financial reporting concepts is preferred.
• Experience supporting U.S. Government contracts, Estimate-at-Completion (EAC) processes, indirect rate management, and program performance reporting is highly desirable.

Location, Employment Type, and Compensation

Location: California (remote)

Worker Type: Employee

Base Salary Range: USD 99,000 to 111,000 per year + benefits.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.

Technology

• Microsoft Excel
• ERP-based financial systems
• SAP
• Tableau
• Anaplan
• Alteryx

Benefits

Benefits are included.