Financial Analyst

Franklin; Milpitas (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

Franklin in Milpitas, CA is seeking an experienced Financial Analyst to join our fast-paced finance team. You will analyze financial statements, build models, and provide insights to drive business decisions.

The ideal candidate has a Bachelor's in Finance or Accounting, 3+ years of experience, and proficiency with Excel, Bloomberg, and financial modeling. MBA/CFA/CMA are a plus, and strong communication is essential.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• MBA or CFA CMA preferred.
• At least 3 years of financial analysis experience.
• Professional certifications such as CFA or CMA.
• Strong analytical, communication, and interpersonal skills.
• Proficient with Excel, financial modeling, and Bloomberg.
• Ability to work in a fast-paced environment.
• Experience with FP&A software, Tableau, or Power BI is a plus.

Responsibilities

• Analyze financial data including income statements, balance sheets, and cash flow.
• Identify trends and provide insights to inform business decisions.
• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with accounting, finance, and operations teams.
• Provide financial guidance to business leaders and stakeholders.
• Stay up-to-date with industry trends and regulatory changes.

Skills

Financial Analysis

Excel

Financial Modeling

Bloomberg

Communication

Education

Bachelor's degree

MBA/CFA/CMA preferred

Tools

Tableau

Power BI

Bloomberg Terminal

Job description

Job Overview

We are seeking an experienced Financial Analyst to join our team. The successful candidate will have a strong background in financial analysis, excellent analytical and communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities

• Analyze financial data, including income statements, balance sheets, and cash flow statements.
• Identify trends, opportunities, and challenges, and provide insights to inform business decisions.
• Develop and maintain financial models, forecasts, and dashboards.
• Collaborate with cross-functional teams, including accounting, finance, and operations.
• Provide financial guidance and support to business leaders and stakeholders.
• Stay up-to-date with industry trends, regulatory changes, and financial best practices.

Requirements

• Bachelor's degree in Finance, Accounting, or related field.
• Advanced degree (e.g., MBA, CFA) preferred.
• Minimum 3 years of experience in financial analysis or a related field.
• Professional certifications, such as CFA or CMA.
• Strong analytical, communication, and interpersonal skills.
• Ability to work in a fast-paced environment.
• Proficiency in financial analysis software, such as Excel, Financial Modeling, or Bloomberg.

Nice to Have

• Experience with financial planning and analysis (FP&A) software.
• Knowledge of accounting principles, including GAAP or IFRS.
• Familiarity with data visualization tools, such as Tableau or Power BI.