Senior Finanacial Analyst

Consultative Search Group; Costa Mesa (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Insurance

401 (k) Retirement Saving Plan with Company Match

Long-Term Services Award

Employee Discount

Paid Time Off

Job summary

A leading company is seeking a Senior Financial Analyst to oversee budgeting, forecasting, and comprehensive financial reporting. This critical role involves partnership across departments to drive performance insights and ensure regulatory compliance. Candidates should possess strong analytical skills and a relevant degree, with significant experience preferred to thrive in a fast-paced environment.

Qualifications

• 5+ years of financial analysis experience, preferably in retail, wholesale or logistics.
• Skilled in analyzing complex data and summarizing key insights.
• Adaptable and willing to work flexible schedules.

Responsibilities

• Prepare and manage budgets, forecasts, and cash flow reports.
• Generate regular sales and operations reports, highlighting key insights.
• Ensure compliance with financial regulations and company policies.

Skills

Financial modeling

Problem-solving

Data analysis

Education

Bachelor’s degree in Accounting, Finance, Business Management

Master's degree

Tools

SQL

Python

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Senior Financial Analyst

Summary:

The Senior Financial Analyst is responsible for managing budgeting, forecasting, and delivering comprehensive financial reporting and analysis to drive business performance. This role partners with cross-functional teams to analyze trends, identify opportunities for improvement, and provide actionable insights while ensuring compliance with financial regulations and company policies. With a focus on financial modeling, problem-solving, and supporting strategic initiatives, this position is pivotal in guiding decision-making in a dynamic, fast-paced environment.

Responsibilities:

• Prepare and manage budgets, forecasts, and cash flow reports for all business entities.
• Develop and present monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
• Create supporting documentation and perform capital expenditure analysis for upper management approval.
• Generate regular sales and operations reports, highlighting key insights.
• Analyze sales, margin, and expense trends to identify patterns and recommend process improvement opportunities.
• Communicate with operation department leads to interpret business trends, market environment, and customer behavior across the value chain.
• Implement and maintain robust systems and controls to ensure the accuracy and integrity of actual and forecast data.
• Partner with cross-functional teams to produce actionable reports and address business challenges.
• Ensure compliance with financial regulations, company policies, and industry standards in all financial reporting and analysis.
• Perform other duties as assigned by management.

Qualifications:

• A bachelor’s degree in accounting, Finance, Business Management, or a related field is required; a Master's degree is preferred.
• 5+ years of financial analysis experience, preferably in retail, wholesale or logistic industry.
• Adaptable and willing to work flexible schedules to meet operational needs.
• Skilled in analyzing complex data, summarizing key insights, and refining information for clarity and actionable outcomes
• Familiar with SQL, Python, data warehousing, and advanced expertise in Microsoft Office tools including Excel, Word, and PowerPoint
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.

Benefits:

• Medical, Dental, Vision, and Life Insurance.
• 401 (k) Retirement Saving Plan with Company Match.
• Long-Term Services Award.
• Employee Discount.
• Paid Time Off.

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Compensation:
$80,000-$100,000 per year