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Senior Financial Analyst

DrBalcony

Tustin, california


Job Details

Full-time


Full Job Description

Job description

We are seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic finance team. The ideal candidate will be responsible for budgeting, auditing, accounts receivable/accounts payable (AR/AP) management, and the development of comprehensive business and financial models. This role requires a strategic thinker with strong analytical skills, attention to detail, and the ability to work collaboratively across departments.

Key Responsibilities:

  • Budgeting:
  • Develop, implement, and manage the annual budgeting process.
  • Analyze financial data to forecast future financial trends and prepare budget reports.
  • Collaborate with department heads to align budgets with organizational goals.
  • Auditing:
  • Conduct internal audits to ensure compliance with financial policies and regulations.
  • Identify and mitigate financial risks through thorough examination of financial records.
  • Prepare detailed audit reports and present findings to senior management.
  • Accounts Receivable/Accounts Payable (AR/AP):
  • Oversee the AR/AP process, ensuring accurate and timely invoicing, payment processing, and reconciliation.
  • Monitor and manage cash flow, including collections and disbursements.
  • Implement and maintain efficient AR/AP processes to improve financial operations.
  • Business Model Development:
  • Analyze and assess current business models to identify areas for improvement.
  • Develop and implement new business models to drive growth and profitability.
  • Collaborate with cross-functional teams to integrate business model strategies.
  • Financial Model Development:
  • Create detailed financial models to support business decisions and strategic initiatives.
  • Conduct scenario analysis to assess the financial impact of potential business decisions.
  • Provide insights and recommendations based on financial modeling results.

Requirements

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or relevant certification (e.g., CFA, CPA) is a plus.
  • Proven experience (3+ years) as a Financial Analyst or similar role, with expertise in budgeting, auditing, AR/AP management, and financial modeling.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Proficiency in financial software and tools (e.g., Excel, SAP, QuickBooks).
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
  • Knowledge of relevant financial regulations and standards.

Benefits

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Physical Setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday
  • Weekends as needed

Experience:

  • Accounting: 3 years (Required)
  • QuickBooks: 3 years (Required)

Location:

  • Tustin, CA 92780 (Required)

Ability to Commute:

  • Tustin, CA 92780 (Required)

Ability to Relocate:

  • Tustin, CA 92780: Relocate before starting work (Required)

Work Location: In person

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