Senior Financial Analyst

Kaufman Search Group; Westwood (CA); Presencial; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

Our client, a very profitable investment company, seeks a Senior Financial Analyst in West Los Angeles to support budgeting, forecasting, financial modeling, and management reporting. This hands-on role works closely with the VP of Finance and business leaders to translate data into insights.

You will lead annual budgets, monthly forecasts, and variance analysis, build complex models, and develop KPIs. The position is in West LA with four days in office, Monday through Thursday, offering

Qualificações

• Bachelor's degree in Accounting (or a finance degree with three to four accounting classes).
• 2-3 years of experience in Financial Planning & Analysis.
• Advanced proficiency in Excel (financial modeling, pivot tables, complex formulas).
• Strong understanding of GAAP, financial statements, and key financial metrics (EBITDA, ROI, NPV, IRR).
• Exceptional analytical, problem-solving, and critical-thinking skills.
• Strong communication skills — ability to present complex financial data to non-financial audiences.
• High attention to detail and ability to manage multiple priorities under deadline pressure.
• Business acumen and commercial awareness.
• Strategic thinking balanced with attention to detail.

Responsabilidades

• Lead the preparation of annual budgets, monthly forecasts, and long-range financial plans.
• Conduct monthly/quarterly variance analysis (actual vs. budget and prior year) and explain key drivers to leadership.
• Build and maintain complex financial models.
• Develop and track KPIs and dashboards to monitor business performance.
• Reporting & Business Partnering.
• Prepare board-level and executive presentations, including financial summaries and strategic recommendations.
• Partner with department heads to analyze departmental spend, headcount planning, and cost optimization opportunities.
• Translate complex financial data into clear, actionable insights for non-finance stakeholders.

Conhecimentos

Advanced Excel

GAAP knowledge

Analytical skills

Communication skills

Attention to detail

Cross-functional collaboration

Strategic thinking

Problem-solving

Business acumen

Formação

Bachelor's degree in Accounting (or finance with accounting classes)

Descrição da vaga

Our client, a very profitable investment Company, has engaged us to identify a Senior Financial Analyst for a newly created position. Reporting directly to the VP of Finance, this individual will support budgeting, forecasting, financial modeling, and management reporting. This is a hands-on opportunity for a finance professional who enjoys solving problems, working closely with business leaders, and translating financial data into actionable insights. The position is based in West Los Angeles, California, with four days in the office, Monday through Thursday.

About the company

Our client is a very profitable, founder-owned investment products company serving clients nationwide. The company is adding to its finance and analytics function to support the business through financial planning, performance reporting, and analysis. This position offers direct exposure to the VP of Finance and the opportunity to take on broader responsibilities as the individual develops.

About the Role

The Senior Financial Analyst provides financial analysis, forecasting, and reporting to support strategic decision-making. This newly created position will work closely with the VP of Finance, senior leadership, accounting, and business unit leaders on financial planning, budgeting, variance analysis, and ad hoc business analysis. This is an individual contributor role with no direct reports. The ideal candidate brings strong Excel and modeling skills, budgeting and forecasting experience and solid accounting fundamentals, intellectual curiosity, and the ambition to grow with the role.

The following information will provide more insight. After reviewing the details below our hope is that you may know someone who would be interested in this highly visible role. Feel free to distribute this document to others.

Responsibilities:

• Lead the preparation of annual budgets, monthly forecasts, and long-range financial plans
• Conduct monthly/quarterly variance analysis (actual vs. budget and prior year) and explain key drivers to leadership
• Build and maintain complex financial models
• Develop and track KPIs and dashboards to monitor business performance
• Reporting & Business Partnering
• Prepare board-level and executive presentations, including financial summaries and strategic recommendations
• Partner with department heads to analyze departmental spend, headcount planning, and cost optimization opportunities
• Translate complex financial data into clear, actionable insights for non-finance stakeholders

Required Qualifications

• Bachelor's degree in Accounting (or a finance degree with three to four accounting classes)
• 2-3 years of experience in Financial Planning & Analysis
• Advanced proficiency in Excel (financial modeling, pivot tables, complex formulas)
• Strong understanding of GAAP, financial statements, and key financial metrics (EBITDA, ROI, NPV, IRR, etc.)
• Exceptional analytical, problem-solving, and critical-thinking skills
• Strong communication skills — ability to present complex financial data to non-financial audiences
• High attention to detail and ability to manage multiple priorities under deadline pressure
• Business acumen and commercial awareness
• Strategic thinking balanced with attention to detail
• Ability to work cross-functionally and influence without direct authority
• Internally driven desire to learn and improve processes daily