Strategic Financial Analyst

Proven Recruiting; San Diego (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Free food trucks every Tuesday

Quarterly team events

Finance happy hours

Job summary

Culture Centric Organization in San Diego is seeking a Strategic Financial Analyst to partner with executives and drive high-impact decisions in a visible, high-ownership role. The role focuses on building strategic financial models, delivering monthly leadership reports, supporting M&A due diligence, and owning revenue and cost forecasting while collaborating across teams to shape business strategy.

The opportunity offers strong exposure to senior leadership, tangible ownership, and growth,

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1-3 years of experience in investment banking, private equity or strategic finance
• Strong financial modeling skills and comfort working with large, complex data sets
• Experience with Excel (advanced), BI tools, and AI systems
• A self-starter who thrives in fast-paced, high-visibility environments

Responsibilities

• Build and maintain strategic financial models to support executive decision-making
• Prepare monthly financial and operational reports for leadership, investors, and the board
• Support M&A activity through due diligence, financial analysis, and deal financing
• Own key revenue and cost categories, driving forecasting, budgeting, and variance analysis
• Partner cross-functionally to deliver insights and influence business strategy

Skills

Financial modeling

Advanced Excel

BI tools

AI systems

Self-starter

Education

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

Tools

Excel (advanced)

BI tools

AI systems

Job description

Strategic Financial Analyst - High Value and Impact Role at Culture Centric Organization

A mission-driven, high-growth organization is looking for a sharp, strategic finance professional to join their team. If you're passionate about partnering with executives and driving high-impact decisions—this is your opportunity to step into a visible, high-ownership role. Sound like you?

Who you are:

• Bachelor's in Finance, Accounting, Economics, or a related field
• 1-3 years of experience in investment banking, private equity or strategic finance
• Strong financial modeling skills and comfort working with large, complex data sets
• Experience with Excel (advanced), BI tools, and AI systems
• A self-starter who thrives in fast-paced, high-visibility environments

What you'll do:

• Build and maintain strategic financial models to support executive decision-making
• Prepare monthly financial and operational reports for leadership, investors, and the board
• Support M&A activity through due diligence, financial analysis, and deal financing
• Own key revenue and cost categories, driving forecasting, budgeting, and variance analysis
• Partner cross-functionally to deliver insights and influence business strategy

Why work here:

• High Visibility: Regular exposure to senior leadership and strategic initiatives
• Ownership & Growth: Autonomy over your work with the opportunity to grow! Backed by recent acquisitions and strong organic expansion
• Culture Perks: Free food trucks every Tuesday, quarterly team events, and finance happy hours!

What does this position pay?

• Compensation is determined by several factors which may include skillset, experience level, and geographic location.
• The expected range for this role is $85,000-$100,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Note: We support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type.