Job Description
Join our dynamic finance team at Oakland Financial Partners and drive strategic decision-making through cutting-edge financial analysis. We're urgently seeking a Senior Financial Analyst to support our growing portfolio of tech and healthcare clients in the Bay Area. This role offers unparalleled growth opportunities, competitive compensation, and the chance to work with industry leaders. If you're passionate about transforming data into actionable insights and thrive in a fast-paced environment, we want to hear from you.
Responsibilities
- Analyze financial data to create comprehensive models, forecasts, and variance reports
- Develop detailed budgets and strategic financial plans aligned with organizational goals
- Lead cross-functional initiatives to optimize cost structures and improve profitability
- Prepare executive-level presentations and dashboards for C-suite stakeholders
- Conduct market and industry research to identify emerging financial trends and opportunities
- Maintain compliance with SOX regulations and internal financial controls
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in tech or healthcare sectors
- Advanced proficiency in Excel, SQL, and financial modeling software
- Proven track record of translating complex data into strategic business recommendations
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional communication skills with ability to present to executive leadership
- Experience with ERP systems (SAP, Oracle) and data visualization tools (Tableau, Power BI)
- Ability to thrive in deadline-driven environments with competing priorities