Senior Financial Analyst

Alliance Resource Group; Newport Beach (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing Capital Acquisition firm in California seeks a financial analyst to build financial models and support asset management decisions. Candidates should have 4-6 years of experience in finance and proficiency in Excel. Responsibilities include preparing consolidated reports, conducting variance analysis, and developing budgeting tools. This role reports to the VP of Finance and presents opportunities for leadership growth within the organization.

Qualifications

• 4-6 years of experience in corporate finance.
• Expertise in developing complex financial models.
• Experience preparing budgets and working with business units on variance analysis.

Responsibilities

• Build financial models to support asset management.
• Prepare and analyze consolidated reporting.
• Conduct research and analysis of variances for data accuracy.

Skills

Financial modeling

Variance analysis

Budget preparation

Microsoft Excel

Data analysis

Education

Bachelor’s Degree in Finance, Economics, or Accounting

Tools

Hyperion Essbase

Microsoft Office Suite

Job description

Our client is a growing Capital Acquisition firm that has added a new position due to growth. This exciting role will be strategic in forming processes for FP&A, and building financial models to support financing and asset management. Additionally, this reports to the VP of Finance so the expectation is for this position to grow with the organization into leadership.

POSITION SUMMARY

• Build financial models to support asset management to determine ongoing profitability and disposition scenarios.
• Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year
• Conducts thorough research and analysis of variances to ensure data accuracy
• Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives
• Performs financial periodic and quarterly forecasts, the annual budgeting processes, operating plans variance analysis and special projects
• Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
• Monitors performance indicators, highlighting trends and analyzing causes of unexpected variances
• Assists in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
• Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections
• Prepares financial projections and formal written proposals as required for presentation to Sr. Management

FACTORS FOR SUCCESS

• Bachelor’s Degree in Finance, Economics, or Accounting
• Approximately 4-6 years of any combination of experience and/or education, that demonstrates a commanding knowledge in corporate finance
• Advanced knowledge in Microsoft Office Suite (with expertise in Excel); Ability to develop financial models of high complexity
• Experience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast
• Exposure to Hyperion Essbase and Planning a plus
• Experience supporting a financial service environment including: capital leasing, real estate, or financial services a plus