Job Description
Join Oakland's leading financial services firm in a critical role driving our growth strategy. We're seeking a detail-oriented Senior Financial Analyst to transform complex data into actionable insights for executive decision-making. This urgent opening offers immediate impact in a collaborative, fast-paced environment where your expertise will shape our financial future. Enjoy competitive compensation, comprehensive benefits, and the opportunity to work at the heart of Oakland's thriving business district.
Responsibilities
- Conduct in-depth financial modeling, variance analysis, and forecasting for multi-million dollar portfolios
- Develop monthly/quarterly performance reports highlighting key business drivers and risks
- Lead cross-functional budgeting cycles and process optimization initiatives
- Analyze market trends to inform strategic investment decisions and growth opportunities
- Collaborate with executive leadership on financial strategy and capital allocation
- Automate financial reporting workflows using advanced Excel and BI tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in banking/investment sector
- Expert proficiency in Excel (VBA, pivot tables, advanced functions) and SQL
- Proven track record of creating executive-ready financial models and dashboards
- Strong understanding of GAAP, SOX compliance, and regulatory frameworks
- Exceptional analytical thinking and data interpretation capabilities
- Ability to thrive in deadline-driven environments with competing priorities