Senior Financial Data Analyst

Jobot; Costa Mesa (CA); Hybrid; USD 105,000 - 115,000; Full time

Job summary

A HealthTech company seeks a Financial Data Analyst to join their growing team in Costa Mesa, CA. This role involves extracting and analyzing financial data, developing financial models, and supporting budget preparation, all while enjoying a hybrid work schedule and competitive benefits.

Benefits

Health benefits

401K match

Flexibility

Fantastic Company Culture

Qualifications

• 4+ years of relevant experience.
• Bachelor's degree in a related field.
• Strong data analysis capabilities.

Responsibilities

• Extract and analyze financial data using BI tools and SQL.
• Develop and maintain complex financial models for forecasting.
• Support monthly commission calculations and performance bonus distributions.

Skills

Advanced SQL proficiency

Data analysis capabilities

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$105,000.00/yr - $115,000.00/yr

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Job details

HealthTech company seeks Financial Data Analyst! Hybrid Work Schedule (2 days on site) - Competitive Compensation - Health benefits - 401K match - Flexibility - Fantastic Company Culture

This Jobot Job is hosted by Danielle Liguori

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $105,000 - $115,000 per year

A Bit About Us

A HealthTech company seeks Financial Data Analyst to join their growing team!



Why join us?


Hybrid Work Schedule - 2 days on site

Competitive Compensation

Health benefits

401K match

Flexibility

Fantastic Company Culture

Job Details

Responsibilities

• Extract, interpret, and analyze financial and operational data using Business Intelligence (BI) tools and SQL to support business performance evaluation.
• Develop, maintain, and enhance complex financial models for forecasting, scenario planning, risk assessment, and investment analysis.
• Support monthly commission calculations and performance-based bonus distributions, ensuring accuracy and policy compliance.
• Analyze financial impact of pricing changes and develop pricing recommendations based on data
• Lead the preparation and consolidation of annual budgets, forecasts, and financial plans in collaboration with key stakeholders.
• Perform variance analysis and recommend corrective actions to ensure financial objectives are achieved.
• Conduct in-depth data validation and reconciliation to maintain data integrity and consistency across financial systems.
• Monitor, analyze, and report on Key Performance Indicators (KPIs), identifying trends and providing insights that influence strategic business decisions.
• Deliver clear, data-backed presentations and reports to senior leadership, offering insights on financial trends, risks, and opportunities.
• Design, create, and maintain dashboards and visualizations to effectively communicate financial performance to stakeholders.
• Contribute to special projects and strategic initiatives led by executive leadership, offering analytical support and project ownership.
  
  

Qualifications

• 4+ years relevant experience
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Must have Advanced SQL proficiency
• Must have strong data analysis capabilities
• We are unable to offer work visa sponsorship at this time
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Accounting, Financial Services, and Banking

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