Job Description
Join Oakland's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy for our expanding portfolio of Bay Area clients. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in a dynamic environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasting reports
- Prepare executive presentations for C-suite stakeholders
- Collaborate with cross-functional teams on budget planning
- Conduct market research and competitive analysis
- Maintain compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- CPA or CFA designation strongly preferred
- Proven experience with financial reporting and valuation
- Excellent communication and presentation skills
- Experience with SaaS or tech industry financials