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Senior Financial Analyst
Senior Financial AnalystCV Resources • Long Beach, CA, United States
Senior Financial Analyst

Senior Financial Analyst

CV Resources • Long Beach, CA, United States
9 hours ago
Job type
  • Permanent
Job description

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 experience
  • Preferred

  • MBA
  • Experience 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 Excel
  • Financial modeling, budgeting, forecasting
  • Ability to build models entirely from scratch (not just maintain / update)
  • Large data-set interpretation
  • Interpersonal

  • Executive presence.
  • Superb analytical and critical thinking skills.
  • Diligence and accuracy.
  • Impeccable communication skills.
  • Inquisitive
  • Preferred

    Technical

  • Power BI or Tableau or Planful or equivalent program
  • For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

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    Senior Financial Analyst • Long Beach, CA, United States

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