Job Location:
Carlsbad, California

The Company: GIA is the world’s foremost authority in gemology. GIA is a global organization with headquarters located in Carlsbad, CA. GIA in Carlsbad boasts a 17-acre ocean view campus that accommodates approximately 800 of its 3,000 total employees worldwide. It offers many competitive health and commuter benefits that promote the well-being of its employees as well as that of the environment.

The Location: This position reports to the Sr. Director of Finance, Planning and Analysis, located in Carlsbad, California at our corporate headquarters.

What to expect:

  • We offer competitive medical, dental, vision and matching 401-K plans (up to 8%)

  • Paid vacation, sick and holidays, tuition assistance, special award (target bonus), commuter benefits

  • Global business interaction opportunities with our international locations


The vision statement for the Financial Planning & Analysis (FP&A) team is to “Promote a collaborative environment in providing insightful and actionable financial analysis that enables decision making and tells the story.”

The FP&A function leads the Institute’s financial forecasting, scenario planning, annual budgeting, and operating variance analysis processes in addition to special projects and other data modeling to provide actionable information and valuable insights. 

The Senior Analyst is responsible for compiling and analyzing GIA’s global short-term and long-term financial strategies, including provision of support during the annual budget process, compilation and distribution of management reports, and preparation of financial analysis. This role collaborates across business units to provide visibility to stakeholders at all company levels, surfacing new insights, contributing to strategic thinking, and improving processes. 


  • Data: Extracts and consolidates data from various sources and designs meaningful models for interpretation (e.g., SQL, OBI).
  • Planning: Assists with the global budgeting, planning, and forecasting processes, utilizing the functionality of Adaptive Insights. Designs and maintains reports in Adaptive Insights. 
  • Reports: Actively involved in report writing; sets up analysis and report generation. Runs, reviews, and distributes reports to management through Workday Financials.
  • Analyze: Evaluates trends and develops models to examine various scenarios with regard to operational metrics. Presents actionable insights to assist business decisions and to support the achievement of operational goals. Questions the data in order to identify the key drivers underlying the financial results. 
  • Management Review: Prepares variance analysis (actual results compared to forecast/budget, year over year, and sequential comparisons) for management review.  Adjusts approach to provide relevant financial statement variance analysis at both a summarized executive level as well as a detailed level depending on needs of stakeholders.
  • Strategy Support: Assists in the translation of business strategy into the financial impact and expected results, including the identification of financial risks and opportunities and the direct and indirect resource requirements.
  • Mission: Fosters organizational mission and strategic goals through results-oriented performance; enhances job knowledge via educational opportunities, personal networks, and professional development.
  • Other: Other ad-hoc duties as assigned.

TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)

To achieve successful performance, an individual must accomplish each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skills, and abilities required.

  • Cloud Applications: Working knowledge to intermediate in Adaptive Insights and Workday Financials.
  • Data: Experience extracting, analyzing, and drawing insight from sources through SQL and OBI.
  • Analytics: Intermediate analytical, quantitative, and problem-solving skills complemented by solid execution skills. Data visualization and insight generation ability. Aptitude to process financial data and formulate analytical reports and reconciliations.  Ability to think strategically from a high level with consideration for broader implications of various alternatives.
  • Accounting: Knowledge and understanding of U.S. Generally Accepted Accounting Principles (GAAP).
  • Detail-Orientated: Strong attention to detail and the ability to effectively review and provide an accurate, well-organized deliverable in a time-conscious fashion.
  • Communication: Excellent grammar, written, and verbal communication skills; ability to prepare presentations and summarize insights in a meaningful way. 
  • Computer Skills: Strong computer skills utilizing software such as Microsoft Office Suite, e.g., MS Word, Excel, PowerPoint, Teams.
  • Prioritization & Time Management: Ability to perform and prioritize multiple tasks and meet critical deadlines while maintaining accuracy and quality.  Ability to work independently, prioritize and manage multiple projects.
  • Collaboration & Respect: Ability to work effectively with others, encouraging an inclusive attitude that acknowledges diverse perspectives and alternative ideas through teamwork.


  • Bachelor’s Degree in Finance/Accounting or related field or equivalent experience.
  • Three to five years of financial planning and analysis experience.
  • Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP) and customary business terms and practices is required.  
  • Experience with multi-national business and accounting principles is strongly preferred.


  • Tasks are performed in a professional office environment.
  • Extensive use of office equipment, including a computer, calculator, copier, facsimile, and related hardware and software.
  • May include travel to respective global locations upon request.


Disclaimer: This job description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification and it may be changed by management at any time. Other duties may also apply. Nothing in this job description changes the at-will employment relationship existing between the Company and its employees.