Senior Financial Analyst - Addison Group

Addison Group, in partnership with our client in West Covina, seeks a Senior Financial Analyst to join their team.

Compensation/Benefits – Salary range can increase up to $120,000/year depending on qualifications. Our client supplements base compensation with a bonus and health and wellness benefits.

Essential Job Functions

• Prepare monthly performance reports; analyze for growth opportunities.
• Track and report key metrics regularly.
• Develop forecasts and perform variance analyses.
• Lead annual budgeting process.
• Build financial models for new business opportunities; present findings to leadership.
• Collaborate with accounting to interpret operating results.
• Support strategic plan execution as needed.

Required Qualifications

• Bachelor’s in accounting or finance.
• 3–5 years of accounting/finance experience.
• Strong understanding of operating performance and financial trends.
• Skilled in building financial models from scratch.
• Advanced Excel proficiency (pivot tables, lookups, advanced formulas).
• Working SQL knowledge; capable of analyzing large datasets.
• Solid knowledge of accounting principles and procedures.
• Experience with financial statements and general ledger processes.

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