Job Description
Join our dynamic finance team at Oakland Financial Group, where innovation meets opportunity. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives in the heart of Oakland's thriving business district. This immediate-opening role offers competitive compensation and a collaborative environment for growth. If you're passionate about financial modeling and data-driven decision-making, apply today to shape our financial future.
Responsibilities
- Develop comprehensive financial models and forecasts to support strategic business decisions
- Analyze financial performance data and deliver actionable insights to leadership
- Prepare monthly, quarterly, and annual financial reports with clear visualizations
- Lead budgeting and variance analysis processes across departments
- Collaborate with cross-functional teams to optimize financial processes
- Conduct market research and competitive analysis for investment opportunities
- Maintain compliance with GAAP and SEC regulations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive financial analysis experience in corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Experience with ERP systems (SAP/Oracle) and BI platforms (Tableau/Power BI)
- CFA or CPA certification strongly preferred
- Exceptional analytical and problem-solving abilities
- Strong communication skills with ability to present complex data clearly
- Proven track record of delivering accurate financial insights under tight deadlines