Senior Financial Analyst

Design West Technologies - Tustin, CA

Full-time - Mid Level

Tustin, CA

Computer and Electronic Product Manufacturing

About the position

The Senior Financial Analyst at Design West Technologies Inc. is responsible for conducting comprehensive financial analysis to support strategic decision-making within the aerospace and military technology sectors. This role involves budgeting, forecasting, and variance analysis, as well as developing financial models and key performance indicators (KPIs) to assess the company's financial health. The analyst will also evaluate investment opportunities and present financial reports to senior management, collaborating with cross-functional teams to drive financial best practices.

Responsibilities

• Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
• Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization.
• Develop financial models and forecasts to predict future financial performance and support business decisions.
• Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance.
• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
• Evaluate potential investment opportunities, including mergers and acquisitions, and provide comprehensive financial models and projections.
• Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
• Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred.
• Minimum of (5+) years experience in financial analysis, preferably in a senior role.
• Manufacturing environment experience required.
• Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysis tools.
• Knowledge of financial software and systems, SAGE Preferred or other similar ERP (e.g., SAP).
• Solid understanding of GAAP and IFRS accounting principles.
• Excellent communication skills with the ability to present complex financial information to non-financial stakeholders.
• Relevant industry certifications (e.g., CFA, CPA) are a plus.
• Proven ability to meet deadlines and manage multiple projects simultaneously.
• Proven track record of delivering high-quality financial analysis and insights.

Nice-to-haves

• Skilled in complex data analysis and decision support.
• Expertise in budgeting and accurate forecasting.
• Proficient in creating financial models.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Excellent time management and organizational skills.
• Proficient in risk identification and mitigation.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) retirement savings plan.
• Paid time off and holidays.
• Exciting and challenging work in a dynamic industry with opportunities for growth and advancement.