Position Summary:
We are looking for a Financial Analyst to join our team - an early-career finance professional with a strong foundation in accounting, financial analysis, and financial modeling. In this role, you will support budgeting, forecasting, reporting, and business planning while working cross-functionally to drive informed decision-making. The ideal candidate combines solid accounting fundamentals with advanced Excel skills and a talent for translating complex data into clear, actionable financial insights.
Roles & Responsibilities:
- Build, maintain, and improve financial models for budgeting, forecasting, scenario analysis, and long-range planning.
- Support financial reporting processes including monthly and quarterly updates and reconciliation.
- Prepare analyses related to operating expenses, revenue trends, cash flow, and profitability.
- Develop dashboards, presentations, and ad hoc analyses as needed.
- Improve the structure, accuracy, and usability of financial files, reporting packages, and planning tools.
- Ensure data integrity across spreadsheets, reports, and source systems.
Knowledge, Skills and Abilities:
- Bachelor's degree in Finance, Accounting, or Economics with some accounting classwork.
- Â Foundation in finance or accounting, with exposure to areas such as FP&A, corporate finance, transaction advisory, or project finance.
- Understanding of financial statements, including income statement, balance sheet, and cash flow statement relationships.
- Â Exposure to financial modeling in Excel, including budgeting, forecasting, and sensitivity analysis.
- Proficiency in Microsoft Excel, including advanced formulas, lookups, logical functions, tables, and model organization best practices.
- Strong analytical, quantitative, and problem-solving skills.
- High attention to detail and commitment to accuracy.
This is a hybrid role based in Richmond, CA
Employment is contingent on current, unrestricted U.S. work authorization. Employer sponsorship is not available for this position
The pay range for this position at commencement of employment in California is $60,000 USD plus stock options.