Job Description
Join our dynamic finance team at Oakland Financial Partners and make an immediate impact as a Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and support our rapid growth in the Bay Area. This full-time, on-site role offers competitive compensation and the opportunity to work with cutting-edge financial tools in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Prepare detailed monthly, quarterly, and annual financial reports
- Develop and maintain financial models for forecasting and budgeting
- Collaborate with cross-functional teams to support strategic initiatives
- Monitor KPIs and provide actionable insights to leadership
- Ensure compliance with financial regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial software (SAP, Oracle)
- Strong SQL and data visualization skills (Tableau/Power BI)
- CPA or CFA designation preferred
- Experience with GAAP and financial reporting standards
- Excellent analytical and problem-solving abilities