Senior Financial Analyst

Vaco by Highspring; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonuses

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Job summary

A leading financial consultancy in California is looking for a Sr. Financial Analyst. This role involves analyzing financial performance, building financial models, and preparing reports for leadership. Candidates should have a Bachelor's degree in Finance or a related field, with over 5 years of experience in financial analysis. Strong analytical skills and advanced proficiency in Excel are essential. The position offers a competitive salary range and includes benefits such as discretionary bonuses and a 401(k) retirement plan.

Qualifications

• 5+ years of experience in corporate financial analysis, business intelligence, or data analytics.
• Proven ability to work independently and collaboratively in a fast-paced environment.
• Proven ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Analyze financial performance, trends, and variances; provide actionable insights and recommendations.
• Build and maintain financial models for forecasting and investment decisions.
• Prepare and present regular and ad hoc reports for leadership.
• Support budgeting, forecasting, and ERP/FP&A processes by consolidating inputs and validating assumptions.
• Ensure data accuracy through validation, reconciliation, and audit processes.
• Calculate and oversee commissions and performance-based bonuses with accuracy and compliance.
• Collaborate with cross-functional teams to align financial strategies with business goals.
• Mentor junior analysts and support special projects and leadership initiatives.

Skills

Advanced Excel

Financial modeling

VBA

Macros

Pivot tables

Lookups

Power BI

SQL

Analytical skills

Communication skills

Education

Bachelor's degree in Finance, Accounting, Data Analytics, or related field

Tools

ERP systems

VBA/Macros

Job description

My client is seeking a Sr. Financial Analyst to join their team!

Key Responsibilities

• 
  Analyze financial performance, trends, and variances; provide actionable insights and recommendations.
• 
  Build and maintain financial models for forecasting, scenario analysis, risk assessment, and investment decisions.
• 
  Prepare and present regular and ad hoc reports for leadership, highlighting KPIs and business drivers.
• 
  Support budgeting, forecasting, and ERP/FP&A processes by consolidating inputs and validating assumptions.
• 
  Ensure data accuracy through validation, reconciliation, and audit processes.
• 
  Calculate and oversee commissions and performance-based bonuses with accuracy and compliance.
• 
  Collaborate with cross-functional teams to align financial strategies with business goals.
• 
  Mentor junior analysts and support special projects and leadership initiatives.
  

Technical Requirements:

• 
  Excel (advanced): financial modeling, VBA, Macros, pivot tables, lookups.
• 
  Familiarity with Power BI, ERP systems, and SQL.
• 
  Strong analytical, detail-oriented, and excellent communication skills.
  

Qualifications

• 
  Bachelor's degree in Finance, Accounting, Data Analytics, or related field.
• 
  5+ years of experience in corporate financial analysis, business intelligence, or data analytics.
• 
  Proven ability to work independently and collaboratively in a fast-paced environment.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.