Senior Financial Analyst – Profitability & FP&A (Costa Mesa)

AAA - Automobile Club of Southern California; Costa Mesa (CA); On-site; USD 93,000 - 124,000; Full time

Benefits offered by this job

Health coverage for medical, dental, ́

401(K) saving plans with company match

Pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA - Automobile Club of Southern California is seeking a Senior Financial Analyst for an onsite role at our Costa Mesa, CA headquarters. You will develop financial models, analyze profitability, and manage analysis projects within the Corporate Finance unit, delivering accurate data and executive-ready insights.

You will also query large data sets, review P&L statements, and present findings to executives. Strong Excel and data skills, including SQL/BI tools, are highly valued.

Qualifications

• Bachelor's degree in finance, business/economics, or accounting.
• 3–5 years of experience in financial analysis, corporate budgeting and forecasting, or accounting.
• Strong understanding of accounting concepts, processes, and profitability.
• Advanced Excel skills and modeling experience.
• Experience with SQL, data analysis tools, and BI platforms preferred.

Responsibilities

• Prepare, analyze, and coordinate executive reporting and financial analysis.
• Build profitability models and identify opportunities to increase revenue or reduce expenses.
• Perform ad hoc analysis and data querying; explain data clearly to stakeholders.
• Create PowerPoint slides and present analysis results to executives and management.

Skills

Excel

SQL

Snowflake

Power BI

Power Query

Tableau

AWS

Education

Bachelor's degree in finance

Tools

Oracle EPM Cloud

Hyperion

Essbase

Job description

AAA - Automobile Club of Southern California is seeking a Senior Financial Analyst for an onsite role at our Costa Mesa, CA headquarters. You will develop financial models, analyze profitability, and manage analysis projects within the Corporate Finance unit, delivering accurate data and executive-ready insights.

You will also query large data sets, review P&L statements, and present findings to executives. Strong Excel and data skills, including SQL/BI tools, are highly valued.