Financial Analyst I — Excel Wizard, PTO & 401k

Zone 5 Technologies; 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

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.