Financial Analyst

Addison Group; Santa Ana (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Addison Group in Santa Ana, CA is seeking a Financial Analyst to join a growing finance team on-site. The role will perform financial planning, reporting, forecasting, and business performance analysis, handling large data sets and creating insights to support strategic decisions with cross-functional partners.

The ideal candidate holds a Bachelor's in a finance-related field, at least one year of FP&A or equivalent experience, advanced Excel skills, and the ability to communicate results

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum 1 year of financial analysis, FP&A, or related experience.
• Strong knowledge of financial statements, budgeting, forecasting, and modeling.
• Proficiency in Excel, including Pivot Tables and lookup functions.

Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial reports with trend insights.
• Develop dashboards and presentations for leadership review.
• Analyze performance against budget and forecast with variance explanations.
• Support forecasting, budgeting, and long-range planning activities.
• Conduct profitability, revenue, and cost analyses to guide decisions.

Skills

Analytical thinking

Excel

Pivot Tables

VLOOKUP/XLOOKUP

Power BI

Communication skills

Attention to detail

Time management

Multi-tasking

Problem-solving

Education

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

Tools

Microsoft Excel (Advanced)

Microsoft PowerPoint

Microsoft Word

Job description

Position Title: Financial Analyst

Location: Santa Ana, CA (On-Site)

Assignment Type: Permanent Hire

Compensation: $75,000/yr - $85,000/yr + 10% Bonus

Work Schedule: Monday – Friday, 9:00 AM – 5:00 PM

Benefits: This position is eligible for Medical, Dental, Vision, and 401(k).

Job Description

Addison Group is seeking a motivated and analytical Financial Analyst to join a growing finance team. This position will play a key role in financial planning, reporting, forecasting, and business performance analysis. The ideal candidate will enjoy working with large data sets, developing actionable insights, and partnering with cross-functional teams to support strategic decision-making.

Key Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial reports, identifying trends and key business drivers.
• Develop management reporting packages, dashboards, and presentations for leadership review.
• Analyze financial performance against budget, forecast, and prior period results, providing meaningful variance explanations.
• Support forecasting, budgeting, and long-range planning activities.
• Perform profitability, labor, revenue, and expense analyses to support operational and financial objectives.
• Assist with commission, incentive compensation, and bonus calculations as needed.
• Conduct ad hoc financial analyses to support strategic initiatives and executive decision-making.
• Validate financial data and reporting outputs to ensure accuracy, completeness, and consistency.
• Support compliance requirements, internal controls, and financial reporting processes.
• Identify opportunities to improve reporting efficiency through process enhancements and automation.
• Collaborate with accounting, operations, human resources, and other departments to gather information and provide financial insights.
• Maintain documentation of financial processes, reporting methodologies, and controls.
• Participate in special projects and perform additional duties as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 1 year of financial analysis, FP&A, corporate finance, or related experience.
• Strong understanding of financial statements, budgeting, forecasting, and financial modeling concepts.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP functions, and data analysis techniques.
• Experience with Microsoft PowerPoint and Word.
• Strong analytical, problem-solving, and critical-thinking skills.
• Exceptional attention to detail and organizational abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Self-motivated professional with a strong sense of ownership and accountability.
• Experience with reporting automation, business intelligence tools, or financial systems is a plus.

Why Consider This Opportunity?

• Opportunity to work closely with leadership and influence business decisions.
• Exposure to financial planning, reporting, forecasting, and strategic initiatives.
• Collaborative team environment with opportunities for professional growth and development.
• Competitive compensation and bonus potential.
• Stable, growing organization with long-term career advancement opportunities.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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