Strategic Financial Analyst - Forecasting & Insights

Summit Global LLC; San Jose (CA); On-site; USD 90,000 - 121,000; Full time

Job summary

Summit Global LLC in San Jose, CA is seeking a Financial Analyst to join our full-time team. You will contribute to financial planning and analysis to support growth, perform forecasting, and prepare reports to inform strategic decisions.

The role requires a Bachelor’s degree in finance or related fields, 2–4 years of experience, and strong analytical skills. Proficiency with Excel, QuickBooks, or SAP is expected, along with excellent communication abilities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of experience in financial analysis or a similar role.
• Strong analytical and problem‑solving skills.
• Proficiency in financial modeling and data analysis.
• Experience with financial software such as Excel, QuickBooks, or SAP.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct financial analysis and forecasting to support business decision‑making.
• Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
• Assist in budgeting and financial planning processes.
• Monitor key financial metrics and prepare regular performance reports.
• Provide financial insights and recommendations to senior management.
• Ensure compliance with financial regulations and reporting standards.

Skills

Analytical thinking

Problem-solving

Financial reporting

Education

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

Tools

Excel

QuickBooks

SAP

Job description

Summit Global LLC in San Jose, CA is seeking a Financial Analyst to join our full-time team. You will contribute to financial planning and analysis to support growth, perform forecasting, and prepare reports to inform strategic decisions.

The role requires a Bachelor’s degree in finance or related fields, 2–4 years of experience, and strong analytical skills. Proficiency with Excel, QuickBooks, or SAP is expected, along with excellent communication abilities.