Senior Finanacial Analyst
hace 3 días
Costa Mesa
Job Description Senior Financial Analyst Summary: The Senior Financial Analyst is responsible for managing budgeting, forecasting, and delivering comprehensive financial reporting and analysis to drive business performance. This role partners with cross-functional teams to analyze trends, identify opportunities for improvement, and provide actionable insights while ensuring compliance with financial regulations and company policies. With a focus on financial modeling, problem-solving, and supporting strategic initiatives, this position is pivotal in guiding decision-making in a dynamic, fast-paced environment. Responsibilities: • Prepare and manage budgets, forecasts, and cash flow reports for all business entities., • Develop and present monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports., • Create supporting documentation and perform capital expenditure analysis for upper management approval., • Generate regular sales and operations reports, highlighting key insights., • Analyze sales, margin, and expense trends to identify patterns and recommend process improvement opportunities., • Communicate with operation department leads to interpret business trends, market environment, and customer behavior across the value chain., • Implement and maintain robust systems and controls to ensure the accuracy and integrity of actual and forecast data., • Partner with cross-functional teams to produce actionable reports and address business challenges., • Ensure compliance with financial regulations, company policies, and industry standards in all financial reporting and analysis., • Perform other duties as assigned by management. Qualifications: • A bachelor's degree in accounting, Finance, Business Management, or a related field is required; a Master's degree is preferred., • 5+ years of financial analysis experience, preferably in retail, wholesale or logistic industry., • Adaptable and willing to work flexible schedules to meet operational needs., • Skilled in analyzing complex data, summarizing key insights, and refining information for clarity and actionable outcomes, • Familiar with SQL, Python, data warehousing, and advanced expertise in Microsoft Office tools including Excel, Word, and PowerPoint, • Medical, Dental, Vision, and Life Insurance., • 401 (k) Retirement Saving Plan with Company Match., • Long-Term Services Award., • Employee Discount., • Paid Time Off. Many of our job openings can be viewed at