Job Description
Join our dynamic finance team at Oakland Financial Group, where data-driven insights power strategic decisions. We're seeking a detail-oriented Senior Financial Analyst to drive financial planning, analysis, and reporting for our growing portfolio of Bay Area clients. This hybrid role combines deep financial expertise with collaborative problem-solving in Oakland's vibrant business ecosystem. Enjoy competitive compensation, comprehensive benefits, and opportunities to shape financial strategies that impact local communities.
Responsibilities
- Develop and maintain complex financial models for budgeting, forecasting, and scenario analysis
- Analyze financial performance metrics to identify trends and provide actionable recommendations
- Prepare monthly, quarterly, and annual financial reports for executive leadership
- Collaborate with cross-functional teams to support strategic initiatives and M&A activities
- Streamline financial processes using advanced Excel functions and ERP systems
- Present findings to stakeholders through compelling visual dashboards and presentations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or consulting environments
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong knowledge of GAAP and SEC reporting requirements
- Experience with ERP systems (SAP, Oracle) and BI platforms (Tableau, Power BI)
- Excellent analytical skills with attention to detail and accuracy
- Effective communication abilities to translate complex data for diverse audiences