Strategic Financial Analyst: Forecasting & Insights

Jobtailor; Santa Ana (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in United States is seeking a Finance Analyst to develop monthly and quarterly analyses, reports, and presentations, ensuring accuracy and highlighting key points. You will work with finance management to identify trends and variances.

The role requires a Bachelor's degree and 2–4 years of experience, strong math and analytics, Excel and PowerPoint expertise, and excellent communication. You will handle large data sets and support budgeting and forecasting, with opportunities for

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 2-4 years of experience in the field or related area.
• Finance and Accounting – Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data.
• Mathematics & Analytics – Ability to understand, manipulate and solve problems using mathematics on large data sets.
• Computer Skills – Advanced on Microsoft Office Products, particularly Excel and PowerPoint.
• Problem Solving – Identifying problems and reviewing related information to develop and evaluate options and implement solutions.
• Organizing, Planning, and Prioritizing Work – Developing specific goals and plans to prioritize, organize, and accomplish your work.
• Strong communication skills, both written and verbal.
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Judgment and Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• Familiar with standard concepts, practices and procedures of the business.

Responsibilities

• Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information and identifying key points.
• Performs general ad hoc analysis of financial and operational data for trends and variances and presents findings to finance management.
• Uses historical trend information along with changes in market and business environments to create projections used for the budgeting or forecasting processes.
• Identifies trends and developments in competitive environments and presents findings to finance management.
• Manages large data sets from disparate sources for data mining, analysis, and research projects.
• Develops financial models for what‑if analysis, scenario planning, and M&A activities.
• Works collaboratively with team members and other departments.
• Other duties as assigned

Skills

Excel

PowerPoint

Data analysis

Financial modeling

Communication

Problem solving

Forecasting

Education

Bachelor's degree

Tools

MS Office

Job description

Jobtailor in United States is seeking a Finance Analyst to develop monthly and quarterly analyses, reports, and presentations, ensuring accuracy and highlighting key points. You will work with finance management to identify trends and variances.

The role requires a Bachelor's degree and 2–4 years of experience, strong math and analytics, Excel and PowerPoint expertise, and excellent communication. You will handle large data sets and support budgeting and forecasting, with opportunities for