Job Description
Join our dynamic finance team at Oakland Financial Partners and make an immediate impact! We're seeking a sharp Financial Analyst to drive critical financial insights for our growing portfolio of Bay Area clients. This is your chance to apply advanced analytical skills in a fast-paced environment with direct mentorship from senior leadership. Start date: Immediate!
Responsibilities
- Perform in-depth financial modeling, forecasting, and variance analysis for client portfolios
- Develop and maintain automated dashboards using Excel and SQL to track KPIs
- Prepare monthly, quarterly, and annual financial statements with executive summaries
- Collaborate with cross-functional teams to support strategic decision-making
- Lead ad-hoc financial projects including ROI analysis and budget optimization
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in a corporate or advisory setting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros) and financial modeling
- Experience with SQL and data visualization tools (Tableau/Power BI)
- CFA or CPA certification preferred
- Strong communication skills for presenting complex financial concepts
- Ability to thrive in deadline-driven environments with competing priorities