Senior Financial Analyst

Vaco by Highspring; Aliso Viejo (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Vaco by Highspring seeks a Senior Financial Analyst to join the Accounting and Finance team in Aliso Viejo. This hands-on role focuses on financial modeling, budgeting, forecasting, reporting, KPI analysis, and delivering actionable insights to leadership.

The ideal candidate brings FP&A and accounting experience, strong NetSuite and Excel skills, and thrives in a fast-paced, evolving environment. You will help improve reporting processes, build dashboards, and optimize NetSuite tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2+ years of corporate FP&A, financial analysis, or public accounting experience.
• Experience building reports, dashboards, saved searches, and financial reporting within NetSuite.
• Advanced Microsoft Excel skills, including XLOOKUP/VLOOKUP, PivotTables, INDEX/MATCH, and financial modeling.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Solid understanding of GAAP, financial statements, and corporate finance.
• Strong analytical ability with attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, changing environment.
• Strong written and verbal communication skills with the ability to translate financial data into insights.

Responsibilities

• Develop and maintain complex financial models to support forecasting, budgeting, and strategic decision-making.
• Lead and support annual budgeting and ongoing forecasting processes.
• Analyze actual results versus budget and forecast, identifying variances, trends, and key business drivers.
• Build, customize, and automate financial reports, dashboards, and saved searches within NetSuite.
• Develop and maintain KPI dashboards and management reporting.
• Utilize NetSuite to improve financial visibility, reporting accuracy, and operational insights.
• Support the implementation and optimization of NetSuite systems and reporting tools.
• Partner with department leaders to provide financial visibility, spend analysis, and actionable business insights.
• Prepare monthly financial packages, variance commentary, and presentations for executive leadership.
• Support monthly, quarterly, and year-end close activities.
• Prepare journal entries, account reconciliations, supporting workpapers, and financial statement fluctuation analysis.
• Assist with the preparation of internal financial statements and annual GAAP financial statements.
• Reconcile balance sheet accounts and investigate discrepancies.
• Support annual audits and provide requested financial documentation to external auditors.
• Identify opportunities to automate, streamline, and improve FP&A and accounting processes.
• Participate in continuous improvement initiatives and other strategic projects.

Skills

NetSuite

FP&A

Financial Modeling

Budgeting & Forecasting

Advanced Excel

NetSuite Reporting

KPI Dashboarding

Variance Analysis

Financial Reporting

GAAP

Accounting

Process Improvement

Education

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

Tools

NetSuite

Microsoft Excel

Power BI

Job description

Our client is seeking a Senior Financial Analyst to join its Accounting and Finance team in the Aliso Viejo area. This is a highly visible, hands-on position responsible for financial modeling, budgeting, forecasting, financial reporting, KPI analysis, and delivering actionable financial and operational insights to leadership.

The ideal candidate will bring a strong combination of FP&A and accounting experience, advanced NetSuite and Excel skills, and the ability to thrive in a fast-paced, evolving environment. This individual will also play an important role in improving reporting processes, building dashboards, and supporting continued optimization and implementation of NetSuite tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2+ years of corporate FP&A, financial analysis, or public accounting experience
• Experience building reports, dashboards, saved searches, and financial reporting within NetSuite
• Advanced Microsoft Excel skills, including XLOOKUP/VLOOKUP, PivotTables, INDEX/MATCH, and financial modeling
• Strong financial modeling, budgeting, forecasting, and variance analysis skills
• Solid understanding of GAAP, financial statements, and corporate finance
• Strong analytical ability with exceptional attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced, changing environment
• Strong written and verbal communication skills with the ability to translate financial data into meaningful business insights

Highly Preferred Experience

• NetSuite Planning and Budgeting (NSPB)
• Power BI or other business intelligence/dashboarding tools
• NetSuite implementation or optimization experience
• Strong accounting experience, including month-end close, journal entries, reconciliations, and financial statement preparation

Key Responsibilities

• Develop and maintain complex financial models to support forecasting, budgeting, and strategic decision-making
• Lead and support annual budgeting and ongoing forecasting processes
• Analyze actual results versus budget and forecast, identifying variances, trends, and key business drivers
• Build, customize, and automate financial reports, dashboards, and saved searches within NetSuite
• Develop and maintain KPI dashboards and management reporting
• Utilize NetSuite to improve financial visibility, reporting accuracy, and operational insights
• Support the implementation and optimization of NetSuite systems and reporting tools
• Partner with department leaders to provide financial visibility, spend analysis, and actionable business insights
• Prepare monthly financial packages, variance commentary, and presentations for executive leadership
• Support monthly, quarterly, and year-end close activities
• Prepare journal entries, account reconciliations, supporting workpapers, and financial statement fluctuation analysis
• Assist with the preparation of internal financial statements and annual GAAP financial statements
• Reconcile balance sheet accounts and investigate discrepancies
• Support annual audits and provide requested financial documentation to external auditors
• Identify opportunities to automate, streamline, and improve FP&A and accounting processes
• Participate in continuous improvement initiatives and other strategic projects

What We're Looking For

The successful candidate will be analytical, detail-oriented, adaptable, and comfortable operating at a fast pace. This role is ideal for someone who enjoys working at the intersection of FP&A, accounting, financial systems, and data analytics and who looks for opportunities to improve processes rather than simply maintain them.

Candidates should be comfortable working with changing priorities and able to move seamlessly between financial modeling, reporting, accounting, systems, and operational analysis.

Key Skills

NetSuite * FP&A * Financial Modeling * Budgeting & Forecasting * Advanced Excel * NetSuite Report Building * KPI Dashboarding * Variance Analysis * Financial Reporting * GAAP * Accounting * Process Improvement

Highly Preferred:

Healthcare * NetSuite Planning and Budgeting (NSPB) * NetSuite Analytics Warehouse / Data Intelligence * Power BI * NetSuite Implementation

This position is fully onsite in the Aliso Viejo, CA area.

Desired Skills and Experience

• NetSuite Required
• Finance and Accounting experience Required
• NSPB module highly preferred
• Experience working in a fast-paced environment required
• Fully onsite Required

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

· the individual's skill sets, experience and training;

· licensure and certification requirements;

· office location and other geographic considerations; and

· other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).