Senior Financial Analyst
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Job Location:
Newport Beach, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
About the Role
We are partnering with a dynamic investment company seeking a Senior Financial Analyst to join their growing team. This role will play a key part in financial modeling budgeting forecasting and strategic analysis to support executive decision-making. The ideal candidate has experience in financial services technology or investment environments and is comfortable working in a fast-paced evolving business. Experience with M&A strategic planning or early-stage/startup operations is highly valued.
Key Responsibilities
- Build maintain and refine financial models to forecast performance and evaluate strategic initiatives.
- Lead budgeting and long-range planning processes in partnership with business unit leaders.
- Conduct variance analysis performance reporting and identify key trends to support strategic decision-making.
- Prepare monthly board & leadership reporting including KPI dashboards and narrative analysis.
- Support M&A activities including financial due diligence data analysis valuation modeling and integration planning (if applicable).
- Evaluate business cases for new product lines capital investments and headcount planning.
- Collaborate with Accounting to ensure accurate month-end close and proper cost allocation.
- Partner with Operations Product and Executive Leadership on financial insights and strategic planning.
- Improve financial data infrastructure and contribute to process automation & systems enhancements.
Qualifications
- Bachelors degree in Finance Economics Accounting Business or related field (MBA or CFA a plus).
- 57 years experience in financial services tech investment banking private equity corporate FP&A or consulting.
- Strong proficiency in financial modeling and Excel / Google Sheets (advanced functions required).
- Experience with business intelligence / reporting tools (e.g. Tableau Power BI Looker) preferred.
- Comfortable analyzing large data sets and presenting insights to senior leadership.
- Hands-on experience in high-growth or evolving environments preferred.
- M&A fundraising valuation or early-stage exposure is a plus.
Why Join Us
- Opportunity to step into a high-impact strategic role with visibility to executive leadership
- Inclusive collaborative culture that values ownership and fresh thinking
- Competitive compensation benefits and opportunities for growth
Key Skills
- Cognos
- Forecasting
- Hyperion
- Financial Concepts
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
