Financial Analyst

Location:

Orange, CA
Position Type:
Full Time
Salary Range: $65,000 - $80,000

We are seeking a detail-oriented and analytical Financial Analyst to support the Finance and Operations teams through the preparation of ad hoc financial analysis, operational reporting, and performance insights. This role will play an important part in providing timely and accurate information to operational leaders, identifying trends, and helping drive data-informed decision-making across the business.

• Financial Reporting & Analysis:
  • Prepare recurring and ad hoc financial reports for operational and executive stakeholders.
  • Analyze revenue, costs, margins, labor, and operational performance metrics.
  • Assist in the monthly reporting cycle, including variance analysis against budget, forecast, and prior-period results.
  • Identify trends, risks, and opportunities through financial and operational data analysis.
  • Support the development and enhancement of management reporting packs and dashboards.
• Operations Reporting:
  • Produce operational KPI reports and performance scorecards.
  • Partner with operational leaders to understand reporting requirements and business drivers.
  • Maintain reporting accuracy and ensure consistency across data sources.
  • Assist with the tracking and analysis of workforce, productivity, utilization, and service delivery metrics.
  • Support operational reviews by providing timely financial insights and analysis.
• Data Management & Process Improvement:
  • Extract, validate, and reconcile data from multiple systems.
  • Improve existing reporting processes through automation and standardization where possible.
  • Maintain reporting documentation and ensure data integrity.
  • Assist with special projects and business cases as required.
• Stakeholder Support:
  • Respond to ad hoc reporting requests from Finance and Operations teams.
  • Provide analysis and commentary to support business decisions.
  • Collaborate with cross-functional teams to gather information and address reporting needs.

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• 1-5 years of experience in finance, accounting, financial analysis, business analysis, or a related role.
• Internship or co‑op experience in finance or analytics is preferred.

• Understanding of financial statements and basic financial analysis concepts.
• Curiosity and willingness to learn in a fast‑paced environment.
• Strong verbal, written and interpersonal communication skills.
• Demonstrates ability to maintain privacy and confidentiality.
• Strong critical‑thinking skills; problem solving and decision making.
• Ability to gather data, compile information and prepare reports.
• Manages multiple priorities with attention to detail and accuracy.
• Creates and edits written materials.
• Adapts quickly to changing business needs and dynamic environments.
• Communicates effectively to a variety of audiences.
• Works under pressure, meeting competing deadlines.
• Organizes resources and establishes priorities.
• Collaborates cooperatively with colleagues and supervisors.
• Strong time management, organizational, and follow‑through skills.
• Achieves daily and weekly performance goals.
• Works independently and assists team members when needed.

• Competent in Windows OS, Adobe Professional, and Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Advanced Excel skills, including Pivot Tables, lookups, and data analysis functions.
• Experience working with large datasets.
• Familiarity with Power BI, Tableau, or similar reporting tools is preferred.

• Requires sitting for long periods at a desk.
• May involve bending, stretching, and occasional lifting up to 15 pounds.
• Working under stress and using computer/phone required.

Mainly indoor office environment. Moderate noise level. Air quality good and temperature controlled.

Paid time off; medical, dental, vision, and critical illness insurance; HSA, HRA, and FSA; life and disability insurance; EAP; 401(k); legal and identity theft coverage; pet insurance and more.

The preceding statements describe the general job responsibilities and the individual’s qualifications…