Job Description
Join our dynamic finance team at Oakland Financial Partners and drive strategic decision-making through data-driven insights. We're seeking a meticulous Financial Analyst to support our growing portfolio of Bay Area clients. This immediate hire opportunity offers competitive compensation, flexible work arrangements, and career advancement in Oakland's thriving financial district.
Responsibilities
- Analyze financial data to create actionable reports and forecasts for executive leadership
- Build and maintain complex financial models for budgeting and valuation purposes
- Conduct market research and industry trend analysis to inform strategic planning
- Collaborate with cross-functional teams to optimize financial processes
- Prepare board presentations and investor communications with clear data visualizations
- Monitor KPIs and identify cost-saving opportunities
- Ensure compliance with SOX regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling tools (Bloomberg, Capital IQ)
- Strong SQL and data visualization skills (Tableau/Power BI)
- CFA or CPA certification preferred
- Excellent communication and presentation abilities
- Proven track record of meeting deadlines in fast-paced environments