Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title : Senior Financial Analyst (our client will consider talented Financial Analysts)
Location : Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) – This role is a direct hire role.
Job Site Status (onsite / hybrid / remote) – Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation – Salary range is $95,000–$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) – Budgeting and Forecasting
- Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
- Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
- Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) – Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)Integrate data.Analyze data using Business Intelligence (BI) tools.Present proposals based on data analysis.Financial Planning and Analysis (FP&A) – Data Maintenance
Track performance metrics to measure business performance.Generate ad hoc analysis and financial reporting.Financial Planning and Analysis (FP&A) – Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.Support financial system upgrades and automation initiatives to enhance reporting capabilities.Ensure internal controls and compliance with financial policies and best practices.Assist in the development of financial tools and models to support decision-making.Miscellaneous
Accept all relevant tasks as given by upper management.QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor’s degree in accounting, finance, or a comparable major.3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)Proficient understanding of Key Performance Indicators (KPI’s)Multi-site / multi-location industry experiencePreferred
MBAExperience working in Private Equity-backed environments.Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced ExcelFinancial modeling, budgeting, forecastingAbility to build models entirely from scratch (not just maintain / update)Large data-set interpretationInterpersonal
Executive presence.Superb analytical and critical thinking skills.Diligence and accuracy.Impeccable communication skills.InquisitivePreferred
Technical
Power BI or Tableau or Planful or equivalent programFor further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.