Senior Financial Analyst - Strategic Forecasting & Insights

Consultative Search Group; Costa Mesa (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Insurance

401 (k) Retirement Saving Plan with Company Match

Long-Term Services Award

Employee Discount

Paid Time Off

Job summary

A leading company is seeking a Senior Financial Analyst to oversee budgeting, forecasting, and comprehensive financial reporting. This critical role involves partnership across departments to drive performance insights and ensure regulatory compliance. Candidates should possess strong analytical skills and a relevant degree, with significant experience preferred to thrive in a fast-paced environment.

Qualifications

• 5+ years of financial analysis experience, preferably in retail, wholesale or logistics.
• Skilled in analyzing complex data and summarizing key insights.
• Adaptable and willing to work flexible schedules.

Responsibilities

• Prepare and manage budgets, forecasts, and cash flow reports.
• Generate regular sales and operations reports, highlighting key insights.
• Ensure compliance with financial regulations and company policies.

Skills

Financial modeling

Problem-solving

Data analysis

Education

Bachelor’s degree in Accounting, Finance, Business Management

Master's degree

Tools

SQL

Python

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading company is seeking a Senior Financial Analyst to oversee budgeting, forecasting, and comprehensive financial reporting. This critical role involves partnership across departments to drive performance insights and ensure regulatory compliance. Candidates should possess strong analytical skills and a relevant degree, with significant experience preferred to thrive in a fast-paced environment.