Senior Financial Analyst — Forecasting, P&L & Strategic Insights

99 Ranch Market; Buena Park (CA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

401(k) Retirement Saving Plan with 4%

Long-Term Service Award

Employee Discount

Paid Time Off

Job summary

TAWA Services, Inc. in Buena Park, CA seeks a Senior Financial Analyst to lead budgeting, forecasting, and comprehensive financial reporting to drive business performance.

You will partner with cross-functional teams to analyze trends, identify opportunities, and provide actionable insights while ensuring compliance with regulations and company policies. The role focuses on financial modeling, problem-solving, and supporting strategic initiatives in a dynamic, fast-paced environment.

Qualifications

• Bachelor's degree in accounting, finance, business management, or related field is required.
• 5+ years of financial analysis experience, preferably in retail, wholesale or logistic industry.
• Adaptable and willing to work flexible schedules to meet operational needs.
• Skilled in analyzing complex data, summarizing key insights, and refining information for clarity and actionable outcomes.
• Familiar with SQL, Python, data warehousing, and advanced expertise in Microsoft Office tools including Excel, Word, and PowerPoint.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.

Responsibilities

• Prepare and manage budgets, forecasts, and cash flow reports for all business entities.
• Develop and present monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
• Create supporting documentation and perform capital expenditure analysis for upper management approval.
• Generate regular sales and operations reports, highlighting key insights.
• Analyze sales, margin, and expense trends to identify patterns and recommend process improvement opportunities.
• Communicate with operation department leads to interpret business trends, market environment, and customer behavior across the value chain.
• Implement and maintain robust systems and controls to ensure the accuracy and integrity of actual and forecast data.
• Partner with cross-functional teams to produce actionable reports and address business challenges.
• Ensure compliance with financial regulations, company policies, and industry standards in all financial reporting and analysis.
• Perform other duties as assigned by management.

Skills

SQL

Python

Data warehousing

Excel

Financial analysis

Education

Bachelor's degree in Accounting/Finance/Business

Master's degree preferred

Tools

Excel

PowerPoint

Word

SQL Server

Job description

TAWA Services, Inc. in Buena Park, CA seeks a Senior Financial Analyst to lead budgeting, forecasting, and comprehensive financial reporting to drive business performance.

You will partner with cross-functional teams to analyze trends, identify opportunities, and provide actionable insights while ensuring compliance with regulations and company policies. The role focuses on financial modeling, problem-solving, and supporting strategic initiatives in a dynamic, fast-paced environment.