Job Description
Join our dynamic finance team as a Remote-Friendly Financial Analyst in Santa Ana, CA. We're seeking a detail-oriented professional to drive financial strategy and support data-driven decision-making. Enjoy flexible work arrangements while making an impact at our innovative financial services firm. This hybrid role combines office collaboration with remote flexibility, offering the perfect work-life balance.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business growth
- Prepare comprehensive financial models, forecasts, and variance reports
- Collaborate with department heads to develop annual budgets and strategic plans
- Conduct ad-hoc financial analysis to support operational initiatives
- Maintain and improve financial reporting systems and processes
- Present insights to leadership through clear visualizations and narratives
- Ensure compliance with GAAP and regulatory requirements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in a corporate setting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Strong SQL and data visualization skills (Tableau/Power BI preferred)
- Experience with ERP systems (SAP, Oracle, or NetSuite)
- Certification (CFA, CPA) or MBA strongly preferred
- Exceptional analytical and problem-solving abilities