Senior Financial Analyst — Strategic Partner to Execs

Jobot; Irvine (CA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule

Work-life balance

Executive exposure

Public company stability

Career growth

Collaborative culture

401(k) match

Job summary

Jobot in Irvine, CA is seeking a senior corporate finance professional to lead complex financial models, forecasting, budgets, and long-range planning. The role offers exposure to executive leadership and a path to growth within a NASDAQ-listed HealthTech company.

You will build KPI reporting, dashboards, and analytics using Power BI, SQL, and Excel/VBA, partnering with senior leadership to drive strategic business decisions while ensuring strong financial performance and accurate forecasting.

Qualifications

• 7-15 years of progressive corporate finance experience.
• Advanced Excel skills; Power BI, SQL, and VBA experience highly valued.

Responsibilities

• Own complex financial models, forecasting processes, annual budgets, and long-range strategic plans.
• Analyze financial performance, profitability, margins, and key business drivers to identify trends, risks, and opportunities.
• Partner with senior leadership and executive stakeholders to deliver financial insights and recommendations that drive business decisions.
• Develop and enhance KPI reporting, dashboards, and analytics to improve visibility into business performance.
• Lead financial reporting and forecasting cycles while partnering closely with Accounting and cross-functional business leaders.
• Analyze revenue performance, including ASC 606 revenue recognition and the impact of deferred revenue.
• Build scalable reporting and analytics solutions using Power BI, SQL, and advanced Excel/VBA.
• Serve as a strategic finance partner to Finance, Accounting, Operations, and executive teams.

Skills

Financial modeling

Forecasting

Budgeting

Long-range planning

Variance analysis

Tools

Power BI

SQL

VBA

Job description

Jobot in Irvine, CA is seeking a senior corporate finance professional to lead complex financial models, forecasting, budgets, and long-range planning. The role offers exposure to executive leadership and a path to growth within a NASDAQ-listed HealthTech company.

You will build KPI reporting, dashboards, and analytics using Power BI, SQL, and Excel/VBA, partnering with senior leadership to drive strategic business decisions while ensuring strong financial performance and accurate forecasting.