Senior Financial Analyst

Jobot; Irvine (CA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule

Work-life balance

Executive exposure

Public company stability

Career growth

Collaborative culture

401(k) match

Job summary

Jobot in Irvine, CA is seeking a senior corporate finance professional to lead complex financial models, forecasting, budgets, and long-range planning. The role offers exposure to executive leadership and a path to growth within a NASDAQ-listed HealthTech company.

You will build KPI reporting, dashboards, and analytics using Power BI, SQL, and Excel/VBA, partnering with senior leadership to drive strategic business decisions while ensuring strong financial performance and accurate forecasting.

Qualifications

• 7-15 years of progressive corporate finance experience.
• Advanced Excel skills; Power BI, SQL, and VBA experience highly valued.

Responsibilities

• Own complex financial models, forecasting processes, annual budgets, and long-range strategic plans.
• Analyze financial performance, profitability, margins, and key business drivers to identify trends, risks, and opportunities.
• Partner with senior leadership and executive stakeholders to deliver financial insights and recommendations that drive business decisions.
• Develop and enhance KPI reporting, dashboards, and analytics to improve visibility into business performance.
• Lead financial reporting and forecasting cycles while partnering closely with Accounting and cross-functional business leaders.
• Analyze revenue performance, including ASC 606 revenue recognition and the impact of deferred revenue.
• Build scalable reporting and analytics solutions using Power BI, SQL, and advanced Excel/VBA.
• Serve as a strategic finance partner to Finance, Accounting, Operations, and executive teams.

Skills

Financial modeling

Forecasting

Budgeting

Long-range planning

Variance analysis

Tools

Power BI

SQL

VBA

Job description

Job details

This Jobot Job is hosted by: Danielle Liguori

Salary: $100,000 - $120,000 per year

A bit about us

Join a publicly traded, NASDAQ-listed HealthTech company known for its strong employee retention, collaborative culture, and commitment to promoting from within.

Here, finance professionals have the stability, support, and opportunity to build a long-term career while making a real impact on the business.

Why join us

• Hybrid schedule: Typically just 1-2 days onsite
• Great work-life balance with flexibility
• High-visibility role with exposure to executive leadership
• Public company stability with a strong track record of growth
• Real career growth with opportunities to advance within the organization
• Collaborative, team-first culture where people genuinely enjoy working together
• Excellent benefits, 401(k) match, and competitive compensation

What You'll Do

• Own complex financial models, forecasting processes, annual budgets, and long-range strategic plans
• Analyze financial performance, profitability, margins, and key business drivers to identify trends, risks, and opportunities
• Partner with senior leadership and executive stakeholders to deliver financial insights and recommendations that drive business decisions
• Develop and enhance KPI reporting, dashboards, and analytics to improve visibility into business performance
• Lead financial reporting and forecasting cycles while partnering closely with Accounting and cross-functional business leaders
• Analyze revenue performance, including ASC 606 revenue recognition and the impact of deferred revenue
• Build scalable reporting and analytics solutions using Power BI, SQL, and advanced Excel/VBA
• Serve as a strategic finance partner to Finance, Accounting, Operations, and executive teams

What We're Looking For

• 7-15 years of progressive corporate finance experience
• Strong background in financial modeling, forecasting, budgeting, long-range planning, and variance analysis
• Advanced Excel skills; Power BI, SQL, and VBA experience highly valued
• Local to Orange County

Equal Opportunity Statement

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Background Check Policy

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