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.

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