We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance.
Responsibilities:
- Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.
- Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.
- Partner with operational and finance teams to support planning, reporting, and strategic decision-making.
- Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.
- Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.
- Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.
- Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.
- Bachelor’s degree in Accounting, Finance, or a related discipline.
- CPA designation required.
- 3+ years of experience in FP&A, corporate finance, financial analysis, or related areas.
- Background in technology or professional services environments is a plus.
- Strong expertise in budgeting, forecasting, financial modeling, and scenario planning.
- Solid knowledge of financial statements and business performance analysis.
- Advanced Excel skills and experience with NetSuite and Workday Adaptive Planning.
- Ability to communicate financial insights clearly to leadership and key stakeholders.
- Proven success working cross-functionally in fast-paced, collaborative environments.
- Strong relationship-building, teamwork, and problem-solving skills.
- High attention to detail with the ability to support strategic business decisions.