Senior Financial Analyst

Trust Automation

Trust Automation has over 30 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. Its product line includes motors, linear drives, digital drives, custom assemblies, and products to fit unique applications and ground-up system design and manufacturing solutions.  We design, build and support control and power management systems for the most demanding defense, semiconductor, industrial automation, and medical applications.

Trust Automation is an equal opportunity employer and committed to attracting, hiring, developing, and retaining a skilled, productive, and diverse workforce, personnel with competencies and experience related to the regional and State population.  Every employee has an “at-will” relationship with Trust Automation.  This means that employment with Trust Automation is at the mutual consent of the employer and the employee and is subject to termination by either party at will, with or without cause or advance notice.

Job Summary

The Senior Financial Analyst plays a key role in financial planning, analysis, and decision support within a government contracting and manufacturing environment. Reporting to the Vice President of Finance, this role partners cross-functionally with Operations, Supply Chain, Program Management, and Contracts to develop accurate financial models, forecasts, and reports. This position is responsible for weekly cash forecasting, financial statement forecasting, inventory analysis, and supporting cost proposals and indirect rate development in compliance with FAR/DFARS requirements.

Duties and Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities, who are otherwise qualified, to perform the essential functions.

• Prepare and maintain weekly cash flow forecasts; analyze variances and communicate risks and opportunities to leadership.
• Develop monthly, quarterly, and annual forecasts for income statement, balance sheet, and cash flow.
• Build and maintain complex financial models to support budgeting, forecasting, pricing, and strategic initiatives.
• Analyze inventory levels, turns, absorption, and variances; partner with Operations and Supply Chain to improve inventory performance.
• Design, build, and maintain management and operational reports using Microsoft Power BI and Excel.
• Serve as a key cross-functional partner to Operations, Program Management, Contracts, Supply Chain, and Engineering.
• Support preparation of cost proposals, pricing models, and government submissions.
• Assist with development, monitoring, and analysis of indirect rates in accordance with government contracting requirements.
• Leverage Microsoft Dynamics 365 Finance & Operations (D365 F&O) to extract, analyze, and validate financial and operational data.
• Support month-end close through variance analysis, accrual review, and management reporting.
• Assist with audit support, including DCAA/DCMA and external audits.
• Contribute to ERP, reporting, and process improvement initiatives.
• Maintain compliance with GAAP, FAR, DFARS, and internal controls.
• Prepare ad hoc financial analysis and presentations for executive leadership.
• Other duties as assigned to support the Finance team and company objectives.

Position Requirements 

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 5+ years of progressive experience in financial analysis, FP&A, or accounting.
• Experience in a manufacturing and/or government contracting environment strongly preferred.
• Strong working knowledge of Microsoft Dynamics 365 Finance & Operations.
• Advanced proficiency in Microsoft Excel and Power BI.
• Experience preparing cash forecasts, financial statement forecasts, and financial models.
• Understanding of government contract accounting concepts, indirect rates, and cost proposals.
• Strong analytical, problem-solving, and critical thinking skills.
• Ability to work cross-functionally and communicate complex financial concepts clearly.
• High attention to detail with the ability to manage multiple priorities.
• Ability to maintain confidentiality and exercise sound judgment.
• May participate in identity verification processes required for government or customer portals.
• This position may be asked to drive for company purposes during the course of employment. If asked and agreed upon, employees must possess a valid California Driver’s License and clean driving record.
• May Participate in the identity verification process to access secure client or government portals by authorizing certified supplier or customer management platforms to obtain information from your personal credit profile or other information, solely to verify your identity. 

Physical Requirements

• Hearing and speaking to exchange information in person, on the telephone or virtually.
• Dexterity of hands, fingers, and wrist to operate a computer keyboard, calculator, or assemble/manufacture intricate items.
• Seeing to read a variety of materials.
• Sitting or standing for extended period of time.
• Physical agility to lift 20 pounds to shoulder height.
• Physical agility to lift, carry, push, or pull objects.

Pay/Salary Information Pay scale for this position - $100,000 - $132,000 annually

This is an onsite position.