Job Description
Join our award-winning finance team at Oakland Financial Group, where we empower businesses to make data-driven decisions. As a Senior Financial Analyst, you'll drive financial strategy for our portfolio of Bay Area tech startups. Enjoy hybrid work, comprehensive benefits, and career growth in one of America's most vibrant economic hubs.
Responsibilities
- Analyze financial statements and KPIs to inform strategic business decisions
- Develop detailed financial models for forecasting, budgeting, and valuation
- Present insights to executive leadership through compelling data visualizations
- Collaborate with cross-functional teams to optimize resource allocation
- Lead month-end closing processes and variance analysis
- Identify cost-saving opportunities and revenue enhancement strategies
Qualifications
- Bachelor's in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in tech/startup environments
- Advanced Excel proficiency (VLOOKUP, PivotTables, complex formulas)
- Expertise in financial modeling and valuation methodologies
- SQL and data visualization (Tableau/Power BI) experience
- Strong presentation skills with executive communication experience
- Certified Public Accountant (CPA) designation