Job Description
We're seeking a dynamic Financial Analyst to join our growing team in Oakland's thriving financial district. This immediate opening offers a chance to shape strategic financial decisions for our portfolio of Bay Area clients. You'll collaborate with executive leadership, leverage cutting-edge analytics tools, and drive financial excellence in a fast-paced environment. Our competitive benefits package includes equity options and professional development stipends.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for investment portfolios
- Prepare monthly performance reports with actionable insights for C-suite executives
- Develop and maintain 5-year financial forecasts and strategic roadmaps
- Analyze market trends to identify investment opportunities and risks
- Collaborate with cross-functional teams on budgeting and resource allocation
- Present findings to stakeholders using data visualization tools like Tableau
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience
- Expert proficiency in Excel (VBA, PivotTables) and financial modeling
- Strong SQL and data visualization skills (Power BI/Tableau)
- Certification in financial modeling or valuation (e.g., FMVA) a plus
- Experience with portfolio management or investment analysis
- Exceptional communication skills with ability to translate complex data
- Proven track record of meeting tight deadlines in high-stakes environments