Business Analyst
$100k - $105k
Senior, Expert
Bachelor's
Monterey Park, CA, USA
HybridHybrid work schedule; location is Monterey Park, California.
AccountingFinancial Accounting
About the job
Requirements
- A bachelor's degree in business, accounting, finance, information systems, or a related field is required.
- Five to ten years of experience in accounting, finance, or system/financial-systems roles is required.
- Demonstrated experience working with enterprise accounting/business systems, including ERP, general ledger systems, vendor/invoice modules, and/or leading system integrations or implementations.
- Ability to interpret historical trends, perform financial and variance analysis, create monthly financial reports, and derive actionable insights.
- Ability to work independently and collaboratively within a team in a fast-paced, multi-stakeholder environment.
- Ability to communicate and present effectively to all organizational levels, including finance, IT, campus stakeholders, and vendor partners.
- Intermediate to advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and data analytics, and comfort using Microsoft Word and PowerPoint.
- Ability to lead system integration or implementation projects through scope definition, scheduling, stakeholder coordination, testing/validation, and training.
- Strong analytical ability, attention to detail, process-improvement focus, and ability to manage multiple priorities and meet deadlines.
Responsibilities
- Serve as the primary subject-matter expert for departmental accounting and financial systems; evaluate, drive, and implement system solutions and integrations, including ERP, financial modules, and vendor/invoice systems.
- Reconcile financial accounts and reports, identify discrepancies or inconsistencies, recommend corrective action, and maintain strong control environments.
- Prepare and/or review assigned financial statements, analytical reports, and dashboards; identify issues and drive resolution to enable timely and accurate deliverables.
- Interface with internal and external auditors, including district, campus, and external auditors, to provide information, support audit requests, and ensure compliance with policies and procedures.
- Identify process and system weaknesses; develop and implement automation, workflow redesign, and controls enhancements to improve accuracy, timeliness, and efficiency.
- Coordinate month-end and year-end close activities with stakeholders and campus partners, including accruals, journal entries, debit/credit memos, general ledger reconciliations, and supporting documentation.
- Oversee the journal entry process and debit/credit memos, maintain logs, route items for approval, and ensure timely completion according to accounting guidelines.
- Approve and release invoices as assigned by the Finance Manager; ensure vendor payment documentation is complete and compliant with policy.
- Work directly with construction and professional services vendors on bond-related matters, including vendor file documentation, payment analysis for general contractors, and invoice review.
- Collaborate with accounting team members and other departments on bond-related financial matters; evaluate bond compliance in accounting, reporting, and invoice approval.
- Execute ad hoc system or bond-related assignments as directed by management; act as functional lead for system enhancements, integration projects, and cross-functional collaborations.
Desired Qualifications
- Experience in higher education, the public sector, or bond project environments.
- Experience with bond accounting, vendor payment analysis, and contract/general-contractor invoice review.
- Familiarity with internal controls frameworks such as COSO, audit preparation, public-sector compliance, and financial reporting in educational or governmental environments.
- Experience working with ERP implementations/integrations, including Oracle, SAP, Workday, or other financial systems.
- Professional certification such as CPA or CMA, or project-management certification such as PMP.
- Experience mentoring or training team members in financial systems usage.
About the company
PM2CM manages projects and construction programs for organizations planning and delivering buildings and infrastructure. Its professional services cover scheduling, estimating, cost controls, document controls and claims avoidance, helping clients organize work during design and construction. The company works with project owners and delivery teams to track budgets and progress, coordinate decisions and manage changes as projects develop. Its assignments include electrical infrastructure and school construction, where its specialists work alongside client managers, engineers and construction teams on defined delivery needs. Founded in 2014, PM2CM is headquartered in Torrance, California.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Torrance, CA
Founded
2014
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Simplify's Take
What believers are saying
- Health insurance is employer-paid in one role: PM2CM's senior scheduler posting offers fully paid health coverage.
- Retirement contributions include a stated match: PM2CM's project cost estimator opening advertises a 3% 401(k) match.
- One field-assessment role includes paid year-end closure: PM2CM advertises time off during the year's final week.
What critics are saying
- Senior scheduling has a high experience bar: PM2CM requires seven-plus years of verifiable experience and Primavera P6 proficiency.
- Remote recruiting still has a local boundary: PM2CM requires its talent specialist to live within commuting distance of Torrance.
- Hybrid construction work includes fixed attendance: PM2CM's Pomona manager posting specifies Tuesdays and Wednesdays in the office or field.
What makes PM2CM unique
- Progress measurement extends beyond schedules: PM2CM includes earned-value management alongside risk analysis and change management in its controls expertise.
- Estimates are checked independently: PM2CM's school-project estimator compares its own cost estimates with contractor proposals to identify differences.
- Field surveys use digital records: PM2CM's facilities supervisor collects condition and remaining-life data through tablets and other digital platforms.
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