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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Analyst

Oakland Financial Solutions
Oakland
Estimated Salary
USD 95.000 – USD 130.000
New
Live Update
13 September 2026
Deadline
13 Sep 2027

Job Description

Join Oakland Financial Solutions as a Senior Financial Analyst and drive strategic decision-making for our dynamic Bay Area clients. We're seeking a detail-oriented expert to transform complex financial data into actionable insights for growing tech and healthcare startups. Enjoy competitive compensation, hybrid work flexibility, and opportunities to shape financial strategy at Oakland's premier consulting firm.

Responsibilities

  • Analyze financial statements and market trends to identify growth opportunities
  • Develop comprehensive financial models for budgeting and forecasting
  • Prepare executive dashboards and performance reports for C-suite clients
  • Collaborate with cross-functional teams on M&A valuation projects
  • Lead due diligence processes for investment opportunities
  • Optimize cash flow management and working capital strategies

Qualifications

  • Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
  • 5+ years of financial analysis experience in tech or healthcare sectors
  • Advanced proficiency in Excel, SQL, and financial modeling tools
  • CPA or CFA certification strongly preferred
  • Proven ability to present complex data to non-financial stakeholders
  • Experience with GAAP and SEC reporting requirements

Required Skills

Financial Modeling Data Analysis Budgeting Forecasting SQL Excel M&A Valuation GAAP Reporting

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