Senior Financial Analyst

Ryan, Miller & Associates Executive Search

California (MO)

On-site

USD 90,000 - 130,000

Full time

2 days ago
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Job summary

Our client in Orange County is seeking a Senior Financial Analyst who wants to do more than close out spreadsheets. In this role, your analysis shapes decisions, sits near leadership, owns key tools, and has room to improve processes.

You'll build forecasting, budgeting, and planning models, turn results into insights, design Power BI dashboards, and pull data from NetSuite and Access. Youll support annual budgeting and rolling forecasts.

Qualifications

  • Solid track record in financial analysis, FP&A, or a similar finance role.
  • Serious Excel skills (models you've built from scratch, not just maintained).
  • NetSuite experience and a working comfort with Microsoft Access.
  • The ability to present financial information to non-finance audiences with clarity and confidence.
  • A self-starter mindset: you take ownership and see projects through.
  • Sharp attention to detail, even when juggling several priorities at once.
  • A bachelor's degree in finance, accounting, economics, business, or a related field is a plus.

Responsibilities

  • Building and refining the forecasting, budgeting, and planning models that guide the business
  • Turning monthly results into insight: what moved, why it moved, and what leadership should do about it
  • Designing Power BI dashboards that people actually open and use
  • Pulling data from NetSuite, Access databases, and other sources, then shaping it into something meaningful
  • Running the annual budget cycle alongside rolling forecasts throughout the year
  • Serving as a go-to finance partner for department leaders who want to understand their numbers
  • Taking on high-visibility strategic projects and ad hoc analysis for senior leadership
  • Finding smarter ways to report, automate, and tighten controls, without waiting for someone to ask

Skills

Financial analysis
FP&A
Advanced Excel
Non-finance communication
Self-starter
Attention to detail

Education

Bachelor's degree in finance, accounting, economics, business, or related field

Tools

NetSuite
Microsoft Access

Job description

Numbers people who like to ask "why?"—this one's for you.

Our client, an established organization in Orange County, is looking for a Senior Financial Analyst who wants to do more than close out spreadsheets. In this role, your analysis actually shapes decisions. You'll sit close to leadership, own the tools the business relies on, and have real room to make things better.

If you're the analyst who spots the odd number on page six, digs until you understand it, and then explains it so clearly that everyone in the room gets it, we'd love to talk.

The people make the difference

Let's be honest: the team you work with shapes your day more than any job description can. This one is genuinely great. You'll be joining people who are sharp, supportive, and actually enjoy working together. Questions are welcomed, ideas get a real hearing, and wins are shared across the team.

This isn't a place where finance hides in a corner. You'll collaborate with colleagues across departments who value what you bring and want to work with you, not just hand off requests. People here pitch in, cover for each other when things get busy, and take pride in doing good work together.

If you've been looking for a team where you can do your best work alongside people you'll be glad to see every day, you'll find it here.

What you'll own

  • Building and refining the forecasting, budgeting, and planning models that guide the business
  • Turning monthly results into insight: what moved, why it moved, and what leadership should do about it
  • Designing Power BI dashboards that people actually open and use
  • Pulling data from NetSuite, Access databases, and other sources, then shaping it into something meaningful
  • Running the annual budget cycle alongside rolling forecasts throughout the year
  • Serving as a go-to finance partner for department leaders who want to understand their numbers
  • Taking on high-visibility strategic projects and ad hoc analysis for senior leadership
  • Finding smarter ways to report, automate, and tighten controls, without waiting for someone to ask

What you bring

  • A solid track record in financial analysis, FP&A, or a similar finance role
  • Serious Excel skills (models you've built from scratch, not just maintained)
  • NetSuite experience and a working comfort with Microsoft Access
  • The ability to present financial information to non-finance audiences with clarity and confidence
  • A self-starter mindset: you take ownership and see projects through
  • Sharp attention to detail, even when juggling several priorities at once
  • A bachelor's degree in finance, accounting, economics, business, or a related field is a plus

Why this role

  • A Senior title with genuine ownership of models, dashboards, and reporting
  • Direct exposure to leadership and the decisions your work informs
  • A collaborative team that values curiosity and initiative
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