Sr. Financial Analyst

Job Description

Job Description

We are looking for a Senior Financial Analyst to join a high-performing finance team in Newport Beach, California. This role is ideal for a detail-oriented individual who combines strong financial statement knowledge with advanced modeling capabilities and a practical, solutions-oriented mindset. The position will play a central part in forecasting, business performance analysis, and leadership reporting while partnering closely with accounting, treasury, and other internal stakeholders.

Responsibilities:
• Lead the maintenance and ongoing enhancement of the company’s financial planning models, ensuring inputs are accurate, assumptions are well supported, and outputs are reliable for decision-making.
• Partner with accounting and treasury teams to align forecasts, budgets, and financial results with broader business performance and reporting needs.
• Evaluate new transactions and business opportunities by building and reviewing financial analyses that clarify potential outcomes, risks, and value drivers.
• Prepare variance analyses and management reports that explain performance trends, key drivers, and areas requiring attention from leadership.
• Translate complex financial data into clear, concise insights for senior leaders and support presentations used in executive discussions.
• Perform ad hoc analysis to address evolving business questions, support strategic initiatives, and improve financial visibility across the organization.
• Review large datasets and detailed spreadsheets to identify patterns, validate assumptions, and strengthen the quality of financial recommendations.
• Contribute to process improvements within FP& A activities, including refining reporting approaches and supporting changes to financial workflows when needed.• Strong experience in financial analysis, budgeting, forecasting, and corporate financial planning.
• Advanced financial modeling skills with the ability to work confidently in complex Excel-based models.
• Solid understanding of financial statements and how operating results, balance sheet activity, and cash flow interact.
• Experience performing variance analysis and presenting findings in a clear, business-focused manner.
• Ability to assess assumptions critically, solve problems independently, and structure analyses in a logical way.
• Proven capability to collaborate effectively with cross-functional partners, including accounting, treasury, and senior leadership.
• Proficiency in ad hoc financial analysis and working with large volumes of data to support business decisions.