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Financial Analyst

  • Hybrid
    • Laguna Beach, California, United States
  • $80,000 - $95,000 per year
  • Finance

Job description

We are seeking a highly motivated and detail-oriented Financial Analyst to join our Financial Planning & Analysis (FP&A) department. This role is a key business partner, working closely with cross-functional teams to drive financial insights and strategic decision-making. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a good understanding of financial statements, planning and reporting systems, and is comfortable working with and analyzing data.

This role is hybrid and will report to our Laguna Beach headquarters.

Responsibilities

Business Partnering & Strategic Support:

  • Act as a financial partner to the business, providing insights to support operational and strategic decision making.

  • Collaborate with department leaders to understand financial drivers and align budgets and forecasts with business goals.

  • Translate complex financial data into clear, actionable recommendations for senior management.

  • Support key initiatives by providing financial modeling, scenario analysis, and ROI assessments.

Financial Planning & Forecasting:

  • Support the preparation of annual budgets, monthly forecasts, and long-term financial plans.

  • Analyze financial trends, variances, and key performance indicators (KPIs) to drive business performance.

  • Work with stakeholders to ensure forecasts are data-driven and aligned with company objectives.

Financial Systems & Data Analytics:

  • Leverage Planful (preferred) for financial planning, forecasting, and reporting.

  • Partner with accounting and other teams to improve financial systems, automation, and reporting efficiency.

  • Drive continuous improvement in financial reporting by optimizing dashboards, data visualization, and analytics.

Performance Monitoring & Reporting:

  • Develop and enhance financial models to support business decision-making.

  • Monitor revenue, expenses, and operational efficiency metrics, providing insights to improve profitability.

  • Ensure the accuracy and integrity of financial data for management reporting.

Job requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.

  • 2-4 years of experience in FP&A, financial analysis, or a related finance role.

  • Strong business partnering skills with the ability to communicate financial concepts to non-finance and senior-level stakeholders.

  • Proficiency in Planful (preferred) or other financial planning and reporting tools.

  • Master-level proficiency in Excel with experience utilizing it for complex data analysis.

  • Strong analytical, problem-solving, and communication skills.

Preferred

  • MBA, or CPA certification (or in progress)

  • Experience implementing or improving FP&A systems and reporting processes.

  • Knowledge of SQL or Python for financial data analysis desired.

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