Job Description
Join our dynamic finance team at Oakland Financial Partners, where data-driven insights shape strategic decisions. We're seeking a meticulous Senior Financial Analyst to drive financial modeling, forecasting, and valuation for our growing portfolio of sustainable tech investments. This hybrid role combines deep financial analysis with collaboration across investment teams to maximize ROI and support ESG initiatives.
Our Oakland headquarters offers collaborative workspaces, competitive benefits, and proximity to BART. You'll work alongside industry leaders while making tangible impact in the Bay Area's innovation economy. If you thrive in fast-paced environments and possess exceptional analytical rigor, we invite you to apply.
Responsibilities
- Build complex financial models for investment valuation and scenario analysis
- Lead quarterly forecasting and budget processes for $500M+ portfolio
- Analyze market trends and regulatory impacts on financial performance
- Develop executive dashboards and KPI reporting for C-suite stakeholders
- Collaborate with investment teams on due diligence and risk assessment
- Optimize capital allocation strategies using advanced quantitative methods
Qualifications
- Bachelor's in Finance/Accounting with 5+ years experience in investment analysis
- Advanced Excel proficiency (VBA, Power Query) and SQL skills
- CFA/CPA designation or actively pursuing certification
- Proven experience with financial modeling tools (Bloomberg, FactSet)
- Strong understanding of ESG financial metrics and reporting standards
- Exceptional communication skills for presenting complex data to non-finance leaders