Job Description
Join Oakland Financial Partners as a Senior Financial Analyst and drive strategic financial decision-making in a dynamic, remote-friendly environment. We're seeking a detail-oriented professional to support our growing portfolio of clients in the tech and healthcare sectors. Enjoy flexible work arrangements while making a tangible impact on our clients' financial health.
This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in Oakland's vibrant business community. Collaborate with cross-functional teams to deliver actionable financial insights that fuel business expansion.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for client portfolios
- Develop detailed financial models, forecasts, and variance reports
- Prepare executive dashboards and presentations for senior leadership
- Conduct market research and competitive analysis to inform strategic decisions
- Collaborate with investment teams to evaluate new opportunities
- Ensure compliance with SEC regulations and industry standards
- Mentor junior analysts and optimize financial reporting workflows
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of financial analysis experience in tech or healthcare sectors
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification preferred
- Strong analytical skills with attention to detail
- Experience with remote work tools and asynchronous collaboration
- Excellent communication skills for presenting complex data
- Proven ability to manage multiple projects in fast-paced environments