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.
- 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.
- 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
The pay range for this position at commencement of employment in California is $60,000 USD plus stock options.