Financial Analyst

Summit Global LLC; San Jose (CA); On-site; USD 90,000 - 121,000; Full time

Job summary

Summit Global LLC in San Jose, CA is seeking a Financial Analyst to join our full-time team. You will contribute to financial planning and analysis to support growth, perform forecasting, and prepare reports to inform strategic decisions.

The role requires a Bachelor’s degree in finance or related fields, 2–4 years of experience, and strong analytical skills. Proficiency with Excel, QuickBooks, or SAP is expected, along with excellent communication abilities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of experience in financial analysis or a similar role.
• Strong analytical and problem‑solving skills.
• Proficiency in financial modeling and data analysis.
• Experience with financial software such as Excel, QuickBooks, or SAP.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct financial analysis and forecasting to support business decision‑making.
• Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
• Assist in budgeting and financial planning processes.
• Monitor key financial metrics and prepare regular performance reports.
• Provide financial insights and recommendations to senior management.
• Ensure compliance with financial regulations and reporting standards.

Skills

Analytical thinking

Problem-solving

Financial reporting

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Excel

QuickBooks

SAP

Job description

Summit Global LLC, a prominent tech company, is seeking a Financial Analyst in San Jose, CA, for a full-time position. This role involves contributing to financial planning and analysis to support the company's growth and success.

The Financial Analyst will perform daily tasks such as analyzing financial data, preparing reports, and providing insights to support decision‑making. The role requires a strong understanding of financial analysis and reporting.

The Financial Analyst will work with a team of professionals in a dynamic workplace in San Jose, CA. The role offers a competitive salary and benefits package, including health insurance, retirement plans, and professional development opportunities.

The salary range for this position is $90,000 to $120,707, providing a competitive compensation package that reflects the responsibilities and qualifications of the role.

• In addition to the base salary, the position offers a comprehensive benefits package that includes health insurance, which covers medical, dental, and vision care, ensuring the well‑being of the employee and their family.
• The retirement plans, such as a 401(k) or pension scheme, offer opportunities for long‑term financial security and savings.
• Professional development opportunities, including training programs, workshops, and access to industry certifications, are also provided to help employees enhance their skills and advance their careers.

The candidate should have a bachelor's degree in finance, accounting, or a related field. Experience with financial analysis tools and software is required. Strong analytical and problem‑solving skills are essential.

What you will do:

1. Conduct financial analysis and forecasting to support business decision‑making.
2. Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
3. Assist in budgeting and financial planning processes.
4. Monitor key financial metrics and prepare regular performance reports.
5. Provide financial insights and recommendations to senior management.
6. Ensure compliance with financial regulations and reporting standards.

What we need:

1. A Bachelor's degree in Finance, Accounting, Economics, or a related field.
2. 2-4 years of experience in financial analysis or a similar role.
3. Strong analytical and problem‑solving skills.
4. Proficiency in financial modeling and data analysis.
5. Experience with financial software, such as Excel, QuickBooks, or SAP.
6. Excellent communication and interpersonal skills.