Senior Financial Analyst at AbleForce, Inc.
SAN DIEGO, CA 92122
About the Job
Main Duties & Responsibilities:
- Oversee and contribute to corporate financial planning, ensuring accurate forecasting and effective capital management.
- Conduct in-depth variance analysis, delivering strategic insights into financial trends and business performance.
- Develop, update, and manage financial reports on a monthly, quarterly, and annual basis.
- Design and maintain complex financial models to support high-level decision-making and strategic initiatives.
- Work closely with various departments to improve data integrity and accessibility for financial analysis.
- Leverage SQL and Power BI to develop interactive financial dashboards and streamline reporting processes.
- Continuously evaluate and enhance financial planning tools, reporting systems, and operational workflows to drive efficiency and accuracy.
Skills & Requirements:
- 5+ years of experience in financial analysis and planning, ideally within corporate finance and/or real estate.
- Expertise in financial modeling, budgeting, and forecasting.
- Advanced proficiency in Excel and Power BI for data analysis and visualization.
- Hands-on experience with SQL, Power BI, Adaptive Planning, or comparable financial planning platforms is preferred.
- Strong analytical mindset with excellent problem-solving abilities and communication skills.
- Ability to present financial data in a concise and actionable format for stakeholders.
- Proactive approach to process optimization and system improvements.
- Skilled at collaborating with cross-functional teams to align financial insights with business goals.
- Bachelors degree (required) and/or Masters degree (preferred) in Finance, Accounting, Data Analytics, or a related discipline.
- Professional certifications such as CPA, CFA, or Microsoft PL-300 are preferred.
- Oversee and contribute to corporate financial planning, ensuring accurate forecasting and effective capital management.
- Conduct in-depth variance analysis, delivering strategic insights into financial trends and business performance.
- Develop, update, and manage financial reports on a monthly, quarterly, and annual basis.
- Design and maintain complex financial models to support high-level decision-making and strategic initiatives.
- Work closely with various departments to improve data integrity and accessibility for financial analysis.
- Leverage SQL and Power BI to develop interactive financial dashboards and streamline reporting processes.
- Continuously evaluate and enhance financial planning tools, reporting systems, and operational workflows to drive efficiency and accuracy.
Skills & Requirements:
- 5+ years of experience in financial analysis and planning, ideally within corporate finance and/or real estate.
- Expertise in financial modeling, budgeting, and forecasting.
- Advanced proficiency in Excel and Power BI for data analysis and visualization.
- Hands-on experience with SQL, Power BI, Adaptive Planning, or comparable financial planning platforms is preferred.
- Strong analytical mindset with excellent problem-solving abilities and communication skills.
- Ability to present financial data in a concise and actionable format for stakeholders.
- Proactive approach to process optimization and system improvements.
- Skilled at collaborating with cross-functional teams to align financial insights with business goals.
- Bachelors degree (required) and/or Masters degree (preferred) in Finance, Accounting, Data Analytics, or a related discipline.
- Professional certifications such as CPA, CFA, or Microsoft PL-300 are preferred.