Job Description
Join Valley Financial Partners as a Senior Financial Analyst and drive strategic financial decision-making for our growing portfolio of Central Valley businesses. We're seeking a detail-oriented professional to transform complex data into actionable insights that fuel our clients' growth. In this hybrid role, you'll collaborate with executive teams to optimize financial performance while enjoying Fresno's affordable living and vibrant community. Our team offers mentorship, flexible scheduling, and opportunities for career advancement in California's agricultural hub.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and opportunities
- Develop financial models and valuation frameworks for investment opportunities
- Prepare executive-level reports with KPI dashboards and variance analysis
- Partner with department heads to optimize operational efficiency and cost structures
- Conduct due diligence for mergers, acquisitions, and strategic partnerships
- Implement process improvements using financial software (SAP, Oracle, or QuickBooks)
- Mentor junior analysts and present findings to cross-functional stakeholders
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel modeling and data visualization tools
- Experience with ERP systems and financial reporting software
- Strong knowledge of GAAP and SEC regulations
- Excellent communication skills with ability to translate complex data
- Proven track record of improving financial performance metrics
- Professional certification (CPA, CMA, or CFA) a plus