Senior Financial Analyst

Brobston Group LLC; Corte Madera (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Brobston Group LLC is seeking a Senior Financial Analyst to support financial planning, analysis, and reporting from our home office in Corte Madera, CA. You will partner with cross-functional teams to build budgets, forecasts, variance analyses, and financial models, and help prepare management presentations for leadership.

The role requires strong Excel skills, experience with ERP/financial systems, and the ability to deliver insights with precision on deadlines.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of experience in financial analysis, accounting, or related finance role.
• Advanced Excel skills and experience with ERP/financial systems.

Responsibilities

• Develop financial models and perform detailed analysis to support business initiatives and decision making.
• Lead budgeting, forecasting, and long-range planning processes and update assumptions as needed.
• Prepare month-end close reconciliations, variance analysis, and KPI reporting.
• Create and present management reports and executive-level presentations.
• Partner with cross-functional stakeholders to provide ad-hoc analysis and support business performance reviews.

Skills

Advanced Excel

ERP/financial systems

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Finance/Accounting

CPA/CFA or advanced degree preferred

Tools

ERP/Financial software

Job description

Summary

Senior Financial Analyst responsible for financial planning, analysis, and reporting to support business decisions at the home office in Corte Madera, CA. The role partners with cross-functional teams to deliver budgeting, forecasting, variance analysis, and financial modeling. The analyst will support month-end close activities and prepare clear management reporting and presentations for leadership.

Responsibilities

• Develop financial models and perform detailed analysis to support business initiatives and decision making.
• Lead budgeting, forecasting, and long-range planning processes and update assumptions as needed.
• Prepare month-end close reconciliations, variance analysis, and KPI reporting.
• Create and present management reports and executive-level presentations.
• Partner with cross-functional stakeholders to provide ad-hoc analysis and support business performance reviews.

Requirements

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of experience in financial analysis, accounting, or related finance role.
• Advanced Excel skills and experience with ERP/financial systems.
• Strong analytical, organizational, and communication skills with attention to detail and ability to meet deadlines.
• CPA, CFA, or advanced degree preferred.