Senior Financial Analyst

DrBalcony - Tustin, CA

Full-time - Mid Level

Tustin, CA

About the position

The Senior Financial Analyst will play a crucial role in the finance team, focusing on budgeting, auditing, accounts receivable/accounts payable management, and the development of business and financial models. This position requires a strategic thinker with strong analytical skills and the ability to collaborate across departments to drive financial performance and support organizational goals.

Responsibilities

• Develop, implement, and manage the annual budgeting process.
• Analyze financial data to forecast future financial trends and prepare budget reports.
• Collaborate with department heads to align budgets with organizational goals.
• Conduct internal audits to ensure compliance with financial policies and regulations.
• Identify and mitigate financial risks through thorough examination of financial records.
• Prepare detailed audit reports and present findings to senior management.
• Oversee the AR/AP process, ensuring accurate and timely invoicing, payment processing, and reconciliation.
• Monitor and manage cash flow, including collections and disbursements.
• Implement and maintain efficient AR/AP processes to improve financial operations.
• Analyze and assess current business models to identify areas for improvement.
• Develop and implement new business models to drive growth and profitability.
• Collaborate with cross-functional teams to integrate business model strategies.
• Create detailed financial models to support business decisions and strategic initiatives.
• Conduct scenario analysis to assess the financial impact of potential business decisions.
• Provide insights and recommendations based on financial modeling results.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Proven experience (3+ years) as a Financial Analyst or similar role, with expertise in budgeting, auditing, AR/AP management, and financial modeling.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Proficiency in financial software and tools (e.g., Excel, SAP, QuickBooks).
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Knowledge of relevant financial regulations and standards.

Nice-to-haves

• Master's degree or relevant certification (e.g., CFA, CPA) is a plus.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance