Senior Financial Analyst
Florin, CA, United States
Senior Financial Analyst
Are you skilled at synthesizing complex financial data into actionable insights? Do you thrive in environments that require strategic thinking and meticulous attention to detail? Are you passionate about leveraging financial analysis to drive strategic decision-making? If you're nodding along, then we're excited to introduce a brand-new opportunity at our firm for a Senior Financial Analyst. This pivotal role will involve developing and maintaining comprehensive data libraries that span all facets of our business, providing the foundation for deep analytical assessments to guide strategic choices. Your primary responsibilities will include offering analytical support for various financial operations and contributing significantly to our planning, budgeting, and forecasting endeavors. You'll be instrumental in monitoring our financial performance and key metrics, conducting thorough financial reviews, and playing a vital role in our strategic planning efforts. We're looking for someone with a robust financial background, seasoned in budgeting and financial analysis, who is proactive and capable of autonomously discovering and delving into areas ripe for detailed exploration, beyond merely executing assigned tasks. This position isn't about traditional accounting; it's about adopting a forward-thinking stance on financial strategy and planning. It's a chance to step into a newly created role, where you'll have the freedom and responsibility to shape and evolve your position to maximize its impact on our firm. Join us and be a key player in our journey toward strategic growth and excellence. We offer a robust bonus plan and flexible hours including work-from-home and alternating Fridays off; health, dental, and vision benefits; competitive paid time off, and 401(k) with employer match.
Responsibilities:
Conduct and coordinate financial processes including tracking, reporting, and analysis to drive the company's financial performance.
Perform routine financial reviews to identify trends, anomalies, and opportunities for improvement.
Identify data-mining opportunities across the business, develop approaches to gather and organize pertinent information, and analyze to yield strategic recommendations.
Participate in the budgeting process, providing detailed analysis to support budget proposals and monitoring adherence to approved budgets.
Assist sales and marketing efforts by producing targeted data to enhance project pursuit efforts and proposal submissions.
Engage in due diligence activities for mergers and acquisitions, including financial modeling and valuation.
Support the CFO in succession planning efforts, ensuring financial leadership continuity and strategic alignment.
Lead planning and analysis projects, utilizing advanced financial modeling to forecast future performance and advising on potential financial scenarios.
Create and analyze various monthly, quarterly, and annual reports and ensure underlying financial information has been categorized appropriately.
Develop forward-looking insights and recommendations to assist in strategic decision-making and long-term financial planning.
Display time management skills, ensuring tasks are completed accurately and on schedule, and take initiative to seek out guidance or additional tasks, as needed.
Demonstrate strong organizational skills, attention to detail, and the ability to collaborate effectively with various individuals.
Perform special projects, as assigned.
Qualifications:
The Must-Haves (Required)
Bachelor's degree in accounting, finance, economics, or a related field, or equivalent.
A minimum of 7 years of experience in financial planning and analysis, or a similar role.
The Like-to-Haves (Not Required)
A/E/C Industry experience.
Familiarity with Deltek Vision.
Salary range: $106,800-$132,200. Compensation DOE and location. Studies have shown that underrepresented individuals like women; LGBTQIA; and BIPOC, among others, are less likely to apply for jobs unless they believe they meet every single one of the qualifications in a job description or posting. Because we are committed to building a diverse and inclusive organization, we understand the best candidate may come from a non-traditional background in our field of work. We strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described above. Diversity makes us better.
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