Sr. Financial Analyst
$100,000–$125,000 year
On-siteIndustry, California, United States
Job Summary
Analyze actuals versus budget and forecast to independently interpret performance drivers, proactively identifying risks, opportunities, and trends while driving follow-through with ownership. Support annual budgeting and long-range planning processes by partnering with budget owners to understand assumptions and drive core components with accuracy. Communicate business impacts through insightful analysis and storytelling, responding quickly to ad hoc analytical requests from leadership and stakeholders. Partner with cross-functional teams to explain financial performance, validate assumptions, and deliver actionable insights for strategic decision-making. Report to the CFO in a fast-paced, deadline-driven environment requiring daily on-site presence at headquarters in City of Industry.
Required Qualifications
- Bachelor's degree in finance, accounting, or economics
- 3+ years of experience in financial analysis, FP&A or a related function
- Excellent communication and presentation skills for conveying financial insights to stakeholders
- Proven ability to identify patterns, trends, and underlying drivers in financial and operational data
- Self-starter with strong problem-solving skills and ability to operate independently without requiring extensive direction
- High proficiency in Excel (pivot tables, advanced formulas, automation techniques)
- In depth financial acumen with the ability to solve complex analytical problems using multiple data sources and informed judgment
- Demonstrated ability to enhance reporting, streamline processes, or develop tools using best practices
- Curiosity, initiative, and willingness to take ownership of complex workstreams and cross functional deliverables
- Detail-oriented yet able to think strategically and see the big picture
- Must frequently lift and/or move up to 15 pounds
- Must occasionally lift and/or move up to 35 pounds
- Ability to work in open environment with fluctuating temperatures and standard lighting
- Ability to work on computer and mobile phone for multiple hours; with frequent interruptions
- Required to use stairwells to attend meetings and engage with employees on multiple floors throughout building
Desired Qualifications
- Experience utilizing AI tools
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