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Financial Analyst - San Jose, CA

Apex Financial Solutions
San Jose
Estimated Salary
USD 95.000 – USD 135.000
New
Live Update
21 Juni 2026
Deadline
21 Jun 2027

Job Description

Are you a detail-oriented financial professional looking to make an immediate impact? Apex Financial Solutions is seeking a Senior Financial Analyst to join our dynamic team in San Jose, CA. We are looking for a candidate who can drive strategic decision-making through rigorous data analysis and insightful reporting.

In this role, you will collaborate closely with senior leadership to develop financial models, forecast future trends, and ensure our fiscal health remains robust in a competitive market. If you thrive in a fast-paced environment and have a passion for numbers, we want to hear from you.

Why Join Us?

  • Competitive salary and comprehensive benefits package.
  • Immediate start date for the right candidate.
  • Opportunity for rapid career advancement within a leading financial firm.

Responsibilities

  • Conduct in-depth financial analysis to support strategic planning and budgeting processes.
  • Develop and maintain complex financial models and forecasting tools using Excel and SQL.
  • Prepare monthly, quarterly, and annual financial reports for executive leadership.
  • Identify cost-saving opportunities and provide actionable recommendations to management.
  • Monitor key performance indicators (KPIs) and variance analysis to track business performance.
  • Assist in the valuation of projects and capital expenditures.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in financial analysis or a related role.
  • Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, Macros) and SQL.
  • Strong understanding of financial statements, GAAP, and financial modeling best practices.
  • Excellent communication skills with the ability to present complex data to non-financial stakeholders.
  • Certified Financial Analyst (CFA) or MBA is a plus.

Required Skills

Financial Modeling Excel SQL Financial Reporting Forecasting Risk Analysis Budgeting Data Analysis Valuation GAAP

Ready to Take This Challenge?

Make sure your resume is ready. Submit your application now before the deadline.

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