Financial analyst

Job Title: Financial Analyst

Location: CA
Department: Finance / Accounting
Reports To: Finance Manager / Director of Finance

Job Summary:

We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. The role involves analyzing financial data, preparing reports, developing forecasts, and providing actionable insights to support strategic decision-making and business growth.

Key Responsibilities:

• Analyze financial statements, trends, and performance metrics to identify opportunities and risks.

• Prepare detailed financial models, forecasts, and variance analyses.

• Support budgeting and long-range financial planning processes.

• Conduct profitability, cost, and ROI analysis for projects or business units.

• Provide financial insights to management for strategic and operational decisions.

• Assist in preparing monthly, quarterly, and annual financial reports.

• Monitor key performance indicators (KPIs) and recommend improvements.

• Collaborate with cross-functional teams (operations, sales, accounting) to gather financial data.

• Ensure compliance with financial policies, accounting standards, and internal controls.

• Participate in audits, capital expenditure evaluations, and business case development.

Qualifications and Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).

• Proven experience (2–5 years) as a Financial Analyst or in a similar analytical role.

• Strong understanding of financial modeling, budgeting, and forecasting.

• Advanced proficiency in Excel, Power BI, and financial software (e.g., SAP, Oracle, or QuickBooks).

• Excellent analytical, problem-solving, and critical-thinking skills.

• Strong communication and presentation abilities.

• Attention to detail and ability to work under tight deadlines.

Key Competencies:

• Financial Planning & Analysis (FP&A)

• Data Interpretation & Visualization

• Business Acumen

• Forecasting & Reporting

• Strategic Thinking

• Accuracy & Integrity