Senior Financial Analyst

Connected Dealer Services, LLC; Irvine (CA); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision coverage

HSA/FS Plans

Life & Personal Accident Insurance

Paid holidays

Job summary

Connected Dealer Services, LLC in the United States is seeking a Senior Financial Analyst to lead FP&A, develop and maintain forecasting models, and partner with leadership to drive strategic decisions. The role will leverage NetSuite, Salesforce, Tableau, and Claude to deliver accurate analyses and scalable financial processes.

The position is primarily on-site at our Irvine HQ, with hybrid options after 90 days, and occasional travel may be required.

Qualifications

• Strong forecasting methodologies and cost accounting knowledge.
• Ability to translate complex financial data for senior leadership.
• Experience with enterprise performance tools (Planful, Vena, Anaplan).
• Proficiency with Salesforce, Tableau, NetSuite; Claude is a plus.

Responsibilities

• Lead development of financial models for monthly forecasting, annual budgeting, and long-range planning.
• Assist with the budget process and prepare presentations for stakeholders.
• Analyze data to identify trends, risks, and opportunities; build actionable insights.
• Evaluate product costs, pricing, and gross margins to drive profitability.
• Ensure alignment of forecasts across production, warehousing, and subsidiaries.

Skills

Forecasting

Financial analysis

Cost accounting

Advanced Excel

Communication

Independent worker

M&A experience

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CFA preferred

Tools

Salesforce

Tableau

NetSuite

Claude

Planful

Vena

Anaplan

Job description

About us

Connected Dealer Services is an innovative technology company offering cloud-based solutions tailored for modern car dealerships across the US. We provide auto dealers with specialized tools to manage their inventory effectively, safeguard assets, reduce costs, enhance service retention, and add value at the point of sale. With our team's expertise in wireless technology and in-depth understanding of new car dealership needs, we've crafted a system that facilitates efficient and informed operational decisions.

Job Summary

We are seeking a highly skilled Senior Financial Analyst with strong experience in Financial Planning & Analysis including strong financial modeling skills. Additionally, the person should have experience and a working knowledge of tools like NetSuite, Salesforce, Tableau, and Claude. Reporting directly to the Chief Financial Officer (CFO), this role will serve as a strategic finance partner to senior leadership.

This individual will support financial planning, forecasting, budgeting, and advanced analytics for the Company’s operations, translating complex financial and operational data into actionable insights. The ideal candidate is comfortable operating at a high level, influencing decision-making, and building scalable financial models and systems to support a growing organization.

Work Location

On-site at our Headquarters, 5 Goodyear, Irvine, CA 92618. This position may be performed in a hybrid-friendly capacity, with one day being remote, after the first 90 days; however, this is a primarily in-office position. A quiet, distraction-free workspace is required for successful remote work, when allowed. While the role does not require regular travel, occasional travel may be required for meetings or business needs.

Responsibilities and Duties

• Lead the development, maintenance, and enhancement of financial models for monthly forecasting, annual budgeting, and long-range planning.
• Assist with the annual budget process; work closely with various functions on the budget inputs and assumptions, and prepare budget presentations
• Evaluate complex financial data, identify underlying business trends, and challenge assumptions in operational and financial models. Prepare sophisticated financial analyses to evaluate performance and assess risks and opportunities.
• Analyze product costs, pricing, and gross margins, providing clear insights into profitability drivers.
• Ensure alignment and consistency across production, warehousing, and subsidiary-level forecasts for the assigned business, integrating operational and financial assumptions.
• Develop scenario and sensitivity analyses to support strategic initiatives, investments, and growth planning.

Business Partnership & Decision Support

• Support the CFO and other Company leadership by delivering clear, data-driven insights to inform decision-making.
• Provide thoughtful analysis and raise questions when financial impacts warrant deeper review or alternative approaches.
• Partner cross-functionally with Sales, Marketing, Product, Software Services, Operations, Warehousing, Finance, and Accounting to gather inputs, validate assumptions, and align forecasts.
• Support M&A activities by providing financial modeling, due diligence analysis, and post-acquisition integration support as needed.

Systems, Reporting & Analytics

• Leverage Salesforce data to support revenue forecasting, pipeline analysis, and performance reporting.
• Design and maintain Tableau dashboards and visualizations that provide timely, meaningful insights to leadership.
• Utilize NetSuite financial data to support reporting, analysis, and forecasting accuracy.
• Leverage Claude to automate and enhance financial models, dashboards, processes, and presentations.
• Continuously improve financial processes, data integrity, and reporting automation to scale with company growth.

Accounting, Compliance & Audit Support

• Apply knowledge of Generally Accepted Accounting Principles to assist the Accounting Organization to ensure GAAP compliance.
• Collaborate with Accounting and external auditors to support audits and financial reviews.
• Ensure analyses and forecasts are consistent with GAAP and internal financial policies.

Skills and Qualifications

• Strong understanding of financial statements, forecasting methodologies, and cost accounting.
• Ability to think critically by challenging assumptions and inputs, and ability to communicate complex financial concepts clearly to non-financial stakeholders
• Expertise in enterprise performance tools. Preferred experience in system reporting tools such as Planful, Vena, and/or Anaplan.
• Strong working knowledge of Salesforce (revenue and pipeline analytics), and Tableau (dashboarding and data visualization), or similar tools.
• Advanced Excel skills, including pivot tables, Power Query, Power Pivot, pivot charts, complex formulas, and structured tables.
• Experience working with NetSuite or similar ERP systems.
• Proven ability to work independently with minimal supervision while managing multiple priorities.
• High level of professionalism and confidence working with senior management.
• Experience supporting or participating in mergers and acquisitions from a finance and accounting perspective.
• Ability to contribute to a collaborative culture and build trust.
• Strong interpersonal communication skills, with the ability to listen actively, communicate transparently, and foster alignment across teams.

Education and Experience Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• MBA, CPA, CFA, or similar advanced certification is preferred.
• 5 – 10 years of experience in financial analysis, FP&A, or related roles, preferably within small to mid-sized or high-growth organizations.

Physical Requirements

• Prolonged periods of sitting and working at a computer.
• Ability to communicate effectively via phone, video conferencing, and in-person meetings.
• Occasional travel may be required.
• Medical benefits with employer contribution
• Dental and Vision with employer contribution
• Flexible Spending Plans and Heath Savings Account programs
• Basic Life and Personal Accident Insurance (Employer Paid)
• Ten (10) paid holidays, including (3) floating holidays.

Salary

$130,000 - $140,000

Note

This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, qualifications, or requirements.