Senior Financial Data Analyst — Hybrid Excel Modeling Expert

JSG (Johnson Service Group, Inc.); Irvine (CA); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Short‑term disability

401(k)

Weekly pay

Job summary

JSG is seeking a highly analytical Senior Financial Data Analyst with advanced Excel and data modeling skills to support budgeting, forecasting, financial planning, and operating expense model analysis. This hands-on role focuses on complex Excel models, large datasets, and turning financial data into actionable insights.

The ideal candidate will have 5–7+ years in financial analysis, strong Excel, and experience building financial models.

Qualifications

• 5–7+ years of experience in financial analysis, data analysis, financial modeling, budgeting, forecasting, or related analytical role.
• Advanced Excel skills are essential, including complex formulas, large datasets, models, lookups, and pivot tables.
• Strong experience building and maintaining detailed financial and data models.
• Ability to analyze large data volumes and translate findings into actionable insights.
• Strong understanding of P&L, budgets, forecasts, operating expenses, and financial reporting.

Responsibilities

• Build, maintain, and enhance complex Excel-based financial and data models.
• Manipulate, organize, reconcile, and analyze large financial and operational datasets.
• Support annual budgeting, business planning, and forecasting processes.
• Prepare monthly, quarterly, and rolling forecasts.
• Perform variance analysis (Actual vs. Forecast vs. Budget/Plan).
• Analyze operating expenses, including IT, project, and vendor-related spending.
• Identify trends, drivers, anomalies, and opportunities within financial data.
• Analyze impact of business activity on P&L and overall financial performance.
• Support month-end reporting and management reports.
• Perform financial analysis for new projects, programs, and initiatives.
• Identify potential cost savings and profitability improvements.
• Extract, manipulate, and analyze information from enterprise systems and databases.
• Collaborate with Finance, IT, Operations, vendors, and cross-functional teams.

Skills

Advanced Excel

Financial analysis

Data analysis

Financial modeling

Budgeting

Forecasting

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, or related

MBA (preferred)

Tools

SQL/PLSQL

SAS

ERP / enterprise data systems

Job description

JSG is seeking a highly analytical Senior Financial Data Analyst with advanced Excel and data modeling skills to support budgeting, forecasting, financial planning, and operating expense model analysis. This hands-on role focuses on complex Excel models, large datasets, and turning financial data into actionable insights.

The ideal candidate will have 5–7+ years in financial analysis, strong Excel, and experience building financial models.