Financial Analyst – Medical Device

Surf Search Inc.; Carlsbad (CA); On-site; USD 110,000 - 145,000; Full time

Job summary

Surf Search Inc. seeks a Senior Financial Analyst to support planning, operational analysis, and executive decision-making across a growing organization.

You will develop analytical tools, forecast performance, and provide insights for long-term growth. You will collaborate across departments, interpret complex data, and translate findings into clear recommendations for leadership, with a hands-on approach to improving efficiency and financial processes.

Qualifications

• Degree in Finance, Accounting, Business, Economics, or related discipline.
• Several years of financial analysis, strategic planning, corporate finance, or related analytical environments.
• Strong analytical and problem-solving capabilities with spreadsheet-based modeling and reporting tools.
• Ability to interpret data and communicate findings clearly to both financial and non-financial stakeholders.
• Comfortable operating in evolving environments with changing priorities and developing processes.
• Collaborative mindset with a hands-on approach to supporting business needs.

Responsibilities

• Create and maintain analytical tools and reporting models to evaluate operational spending and performance.
• Support planning cycles including forecasting, annual operating plans, and performance tracking.
• Review financial and operational data to identify trends, risks, and opportunities related to production and organizational performance.
• Prepare reporting materials and business summaries for leadership and cross-functional stakeholders.
• Assist with analysis related to pricing assumptions, supplier costs, and market conditions.
• Support inventory-related analysis, expense tracking, and financial review processes to ensure accuracy.
• Partner with internal teams on monthly reporting activities, reconciliations, and planning support.
• Contribute to evaluations tied to new initiatives, vendor relationships, operational investments, and resource planning.
• Participate in additional projects and responsibilities as needed.

Skills

Financial analysis

Forecasting

Data modeling

Stakeholder communication

Cross-functional collaboration

Education

Degree in Finance/Accounting/Business

Advanced certifications

Tools

Excel

Financial reporting tools

Job description

We are seeking a Senior Financial Analyst (could be manager level) to support organizational planning, operational analysis, and executive decision-making across a growing organization. This individual will help evaluate business performance, support planning initiatives, and contribute to projects tied to operational efficiency and long-term growth. The role requires someone who is comfortable working across departments, handling complex data, and operating in a dynamic environment.

Qualifications of the Sr. Financial Analyst:

• Degree in Finance, Accounting, Business, Economics, or a related discipline. Advanced certifications or graduate education are beneficial.
• Several years of experience in financial analysis, strategic planning, corporate finance, or related analytical environments. Strong preference for previous medical device experience.
• Strong analytical and problem-solving capabilities with experience working in spreadsheet-based modeling and reporting tools.
• Ability to interpret data and communicate findings clearly to both financial and non-financial stakeholders.
• Comfortable operating in evolving environments with changing priorities and developing processes.
• Collaborative mindset with a hands-on approach to supporting business needs.

Responsibilities of the Sr. Financial Analyst:

• Create and maintain analytical tools and reporting models used to evaluate operational spending, business performance, and investment initiatives.
• Support planning cycles including forecasting activities, annual operating plans, and performance tracking against business objectives.
• Review financial and operational data to identify trends, risks, and opportunities related to production activities and organizational performance.
• Prepare reporting materials and business summaries for leadership and cross-functional stakeholders.
• Assist with analysis related to pricing assumptions, supplier costs, and market conditions that may impact business results.
• Support inventory-related analysis, expense tracking, and financial review processes to ensure accuracy and consistency.
• Partner with internal teams on monthly reporting activities, reconciliations, and planning support.
• Contribute to evaluations tied to new initiatives, vendor relationships, operational investments, and resource planning.
• Participate in additional projects and responsibilities as needed.

Occupational Code: Financial Analysts 13-2051.00