Senior Financial Analyst Job at CV Resources, Long Beach, CA

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  • CV Resources
  • Long Beach, CA

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 [email protected]. All inquiries will be kept in the strictest confidence.

Job Tags

Remote work,

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