Job Description
Are you a data-driven professional looking to make a significant impact in the vibrant San Diego financial sector? Summit Financial Group is seeking a highly analytical Senior Financial Analyst to drive strategic decision-making and optimize our fiscal performance.
We are committed to excellence and innovation. In this pivotal role, you will be responsible for analyzing complex financial data, creating robust forecasting models, and providing actionable insights to senior leadership. Join a team where your analytical skills directly influence the company's growth trajectory.
Responsibilities
- Lead financial modeling and forecasting efforts to support annual budgets and long-term strategic planning.
- Conduct variance analysis and prepare comprehensive monthly, quarterly, and annual financial reports.
- Identify key business drivers and recommend process improvements to enhance profitability.
- Collaborate with cross-functional teams to assess the financial viability of new projects and initiatives.
- Monitor and analyze market trends to provide competitive intelligence and strategic recommendations.
- Maintain accurate financial records and ensure compliance with GAAP and internal controls.
- Present complex financial data to stakeholders in a clear, concise, and compelling manner.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA preferred).
- 5+ years of experience in financial analysis, corporate finance, or investment banking.
- Advanced proficiency in Excel (VBA, Macros) and financial modeling.
- Experience with business intelligence tools (e.g., Tableau, Power BI, or SQL).
- Strong understanding of financial reporting standards and regulatory compliance.
- Excellent analytical thinking, problem-solving, and organizational skills.
- Strong communication skills with the ability to translate complex data into strategic insights.