Job Description
Join our dynamic finance team at Oakland Financial Partners where data meets strategy. We're seeking a detail-driven Senior Financial Analyst to drive financial insights and support our growth in the Bay Area. You'll collaborate with executive leadership to optimize financial performance and shape our investment portfolio. Enjoy competitive compensation, comprehensive benefits, and a modern workspace in downtown Oakland.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Develop comprehensive financial models and forecasting reports
- Prepare executive dashboards and KPI tracking for leadership
- Lead budgeting processes and variance analysis
- Conduct market research for strategic investment decisions
- Collaborate with cross-functional teams on financial initiatives
- Maintain compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 5+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling
- Experience with ERP systems (SAP/Oracle preferred)
- CFA or CPA certification strongly preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience in fintech or investment services