Strategic Financial Analyst: Budgeting, Forecasting, Insights

Brobston Group LLC; Corte Madera (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Brobston Group LLC is seeking a Senior Financial Analyst to support financial planning, analysis, and reporting from our home office in Corte Madera, CA. You will partner with cross-functional teams to build budgets, forecasts, variance analyses, and financial models, and help prepare management presentations for leadership.

The role requires strong Excel skills, experience with ERP/financial systems, and the ability to deliver insights with precision on deadlines.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of experience in financial analysis, accounting, or related finance role.
• Advanced Excel skills and experience with ERP/financial systems.

Responsibilities

• Develop financial models and perform detailed analysis to support business initiatives and decision making.
• Lead budgeting, forecasting, and long-range planning processes and update assumptions as needed.
• Prepare month-end close reconciliations, variance analysis, and KPI reporting.
• Create and present management reports and executive-level presentations.
• Partner with cross-functional stakeholders to provide ad-hoc analysis and support business performance reviews.

Skills

Advanced Excel

ERP/financial systems

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Finance/Accounting

CPA/CFA or advanced degree preferred

Tools

ERP/Financial software

Job description

Brobston Group LLC is seeking a Senior Financial Analyst to support financial planning, analysis, and reporting from our home office in Corte Madera, CA. You will partner with cross-functional teams to build budgets, forecasts, variance analyses, and financial models, and help prepare management presentations for leadership.

The role requires strong Excel skills, experience with ERP/financial systems, and the ability to deliver insights with precision on deadlines.