Job Description
Urgently Hiring: Financial Analyst in Oakland, CA
Are you a strategic thinker with a passion for numbers? Apex Financial Partners is seeking a highly skilled Financial Analyst to join our growing team. In this pivotal role, you will drive financial planning, forecasting, and analysis to support key business decisions and ensure sustainable growth. If you are looking for a challenging opportunity with a top-tier firm in the heart of Oakland, we want to hear from you.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Work in a collaborative, innovative environment.
- Opportunity for professional development and career advancement.
Key Responsibilities:
- Conduct in-depth financial analysis, including variance analysis, to monitor performance against budgets and forecasts.
- Develop and maintain complex financial models to support long-term strategic planning.
- Prepare accurate and timely monthly, quarterly, and annual reports for executive leadership.
- Collaborate with cross-functional teams to identify cost-saving opportunities and process improvements.
- Assist in the budgeting process and support the month-end close procedures.
- Monitor market trends and provide actionable insights to stakeholders.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree or MBA preferred).
- 3+ years of proven experience in financial analysis, budgeting, and forecasting.
- Proficiency in advanced Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and ERP systems (SAP, Oracle, or NetSuite).
- Strong analytical skills with a keen attention to detail.
- Excellent communication skills, both verbal and written, with the ability to present complex data to non-financial stakeholders.
Responsibilities
- Conduct in-depth financial analysis, including variance analysis, to monitor performance against budgets and forecasts.
- Develop and maintain complex financial models to support long-term strategic planning.
- Prepare accurate and timely monthly, quarterly, and annual reports for executive leadership.
- Collaborate with cross-functional teams to identify cost-saving opportunities and process improvements.
- Assist in the budgeting process and support the month-end close procedures.
- Monitor market trends and provide actionable insights to stakeholders.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree or MBA preferred).
- 3+ years of proven experience in financial analysis, budgeting, and forecasting.
- Proficiency in advanced Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and ERP systems (SAP, Oracle, or NetSuite).
- Strong analytical skills with a keen attention to detail.
- Excellent communication skills, both verbal and written, with the ability to present complex data to non-financial stakeholders.