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. Essential Duties and Responsibilities:

• 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.

Qualifications & Requirements: 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. Education & Certifications: Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field. CPA preferred. Work Location and Status: Full-time position based in Costa Mesa, CA Compensation: Compensation commensurate with experience Competitive benefits package and employee programs #J-18808-Ljbffr Sungrow