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Finance 🏢 Full Time ⭐️ Verified

Financial Analyst

Oakland Financial Solutions
Oakland
Estimated Salary
USD 90.000 – USD 120.000
New
Live Update
13 Oktober 2026
Deadline
13 Okt 2027

Job Description

Join our dynamic finance team in Oakland as a Financial Analyst and drive impactful business decisions through data-driven insights. We're a rapidly growing fintech firm revolutionizing financial services for Bay Area businesses. This immediate hire role offers hybrid work arrangements, competitive benefits, and career growth opportunities in a collaborative environment.

Responsibilities

  • Analyze financial data to identify trends, risks, and opportunities for business optimization
  • Develop detailed financial models, forecasts, and variance reports for executive leadership
  • Prepare monthly, quarterly, and annual financial statements with clear narrative explanations
  • Collaborate with cross-functional teams to support budgeting, strategic planning, and M&A activities
  • Automate financial processes using advanced Excel functions and BI tools
  • Present complex financial insights to non-financial stakeholders through compelling visualizations

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
  • 3+ years of progressive financial analysis experience in a corporate or fintech setting
  • Expert proficiency in Excel (VLOOKUP, PivotTables, Power Query) and financial modeling
  • Advanced knowledge of GAAP/IFRS accounting principles and regulatory compliance
  • Experience with BI tools (Tableau/Power BI) and ERP systems (SAP/Oracle)
  • Strong analytical mindset with ability to translate complex data into actionable recommendations
  • Exceptional communication skills with proven ability to influence stakeholders

Required Skills

Financial Analysis Excel Financial Modeling Forecasting Data Interpretation BI Tools GAAP ERP Systems

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