Financial Analyst

We are seeking a highly analytical, business-oriented Financial Analyst to support financial planning, performance analysis, and management reporting. This role partners with cross-functional departments to deliver clear insights, develop forecasts and models, and drive data-informed decisions that improve financial performance.

• · Deliver financial insights and recommendations to support key business decisions and growth initiatives.
• · Build and maintain profit, forecast, and growth models; synthesize results into clear conclusions for management.
• · Lead annual budget, rolling forecast, and scenario-planning processes in partnership with cross-functional teams.
• Lead cash flow budgeting and working capital analyses to support liquidity planning.
• · Track performance against plan, explain variances, and partner with cross-functional teams on corrective actions.
• · Monitor revenue, cost, and margin trends; translate complex data into actionable insights.
• · Prepare monthly and quarterly management reporting packages, including KPI tracking, variance analysis, and executive-ready summaries.
• · Improve the monthly/quarterly close and performance review cadence by streamlining templates, processes, and reporting workflows.
• · Maintain accurate, consistent financial data and definitions to ensure reporting integrity and decision-ready metrics.
• · Partner with business, operations, and finance stakeholders to ensure insights are understood, adopted, and translated into measurable actions.

• Strong financial modeling and analytical skills, with the ability to build and interpret complex profit and forecast models.
• Advanced proficiency in Excel; experience with financial systems and BI tools (e.g., SAP ERP, planning tools, Power BI, Tableau) is a plus.
• Solid understanding of financial statements, cost structures, and performance drivers.
• Strong presentation and communication skills.
• Proven ability to translate financial analysis into clear, actionable business insights.
• 5+ years of experience in corporate FP&A, financial analysis, financial modeling, and management reporting.
• High ownership and accountability; collaborative, adaptable, and comfortable working cross-functionally.

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
• CPA preferred.

• Full-time position based in Costa Mesa, CA

• Compensation commensurate with experience
• Competitive benefits package and employee programs