Financial Analyst I

Socket.dev; San Luis Obispo (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with company-match

Paid time off

12 company holidays

Job summary

Zone 5 Technologies in the United States seeks a Financial Analyst to build and maintain Excel models, track budgets, and produce dashboards for leadership.

This role blends accounting basics with data visualization, requiring sharp attention to detail, effective cross‑functional collaboration, and the ability to communicate financial insights clearly. A solid benefits package, PTO, and holidays accompany the opportunity.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or related field.
• Advanced Excel skills with experience building complex models and formulas.
• Strong presentation and data visualization abilities.
• Understanding of basic accounting principles and financial statements.
• Detail-oriented with the ability to manage multiple deadlines.

Responsibilities

• Build, maintain, and troubleshoot complex Excel models for budgeting and forecasting.
• Consolidate and reconcile financial data from multiple sources.
• Create charts, dashboards, and reports to communicate trends to stakeholders.
• Prepare PowerPoint presentations summarizing financial findings for leadership.
• Track budgets vs. actuals, flag variances, and support month/quarter-end close.

Skills

Excel expertise

Data visualization

PowerPoint

Communication skills

Attention to detail

Time management

Collaboration

Team collaboration

Education

Bachelor's in Finance/Accounting/Business

Tools

Power BI

Tableau

Job description

At Zone 5 Technologies, we're redefining what's possible in unmanned aircraft systems. Our team of engineers and innovators is developing cutting-edge autonomous solutions that push the boundaries of UAS technology - solving complex challenges that matter.

We're building the future of UAS capabilities, and we're looking for exceptional talent to join us. If you're driven by hard problems, energized by rapid innovation, and ready to make an impact on next-generation flight systems, you belong here.

We are seeking an experienced Financial Analyst to join our team. As an unmanned aerial systems (UAS) company, we are looking for an individual with a mastery in Excel, a working knowledge of accounting, and the curiosity to evaluate financial and scientific trend data in detail.The ideal candidate would be the fastest/best person in Excel at their last position or class. Skills will be evaluated in real time during the interview.

KEY RESPONSIBILITIES:

• Build,maintain, and troubleshoot complex Excel models to support project budgeting, forecasting, and financial tracking
• Consolidateand reconcile financial data from multiple sources, ensuring accuracy and consistency
• Create clear, visually compelling charts, dashboards, and reports to communicate financial trends, strategy,and project performance to stakeholders
• Prepare and update PowerPoint presentations summarizing financial findings for leadership and cross-functional teams
• Track project budgets against actuals, flagging variances andidentifyingdiscrepancies
• Support month-end and quarter-end close processes, including basic journal entries, accruals, and account reconciliations
• Maintainhyper-organized, well-documented spreadsheets and files to support audit readiness and knowledge transfer
• Partner withprogrammanagers and finance team members to gather data,validateassumptions, and refine financial models
• Identifyopportunities to improve reporting templates, automate recurring tasks, and streamline data workflows
• Perform ad hoc analysis and reporting as requested

QUALIFICATIONS:

• Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent practical experience)
• Advancedproficiencyin Excelrequired— comfortable with formulas (INDEX/MATCH, XLOOKUP, SUMIFS), pivot tables, and building/auditing complex models
• Working knowledge of PowerPoint for creating polished, professional presentations
• Strong data visualization skills; experience with charting tools or BI platforms (e.g., Power BI, Tableau) a plus
• Basic understanding of accounting principles (debits/credits, accruals, basic financial statements)
• Exceptional attention to detail and a high degree of accuracy in a fast-paced environment
• Genuinely enjoys working deep in the details of spreadsheets and financial data
• Strong organizational and time-management skills; able to juggle multiple deadlines
• Clear written and verbal communication skills, with the ability to translate numbers into insights
• 1–5years of relevant experience (internships count); prior exposure to financial analysis or project accounting
• Collaborate with cross-functional engineering teams to deliver high-quality systems.

Pay range for this role

$75,000 - $85,000 USD

What's in it for you:

• Comprehensive benefit package options include medical, dental, vision, life, and more.
• 401k with company-match
• 4 weeks of paid time off each year
• 12 annual company holidays

Why Join Zone