Senior Financial AnalystRenowned Recruitment Group • Newport Beach, California, USA
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Senior Financial Analyst
Renowned Recruitment Group • Newport Beach, California, USA
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelors degree in Finance Economics Accounting Business or related field (MBA or CFA a plus). 57 years experience in financial services tech investment banking private equity corporate FP&A or consulting. Strong proficiency in financial modeling and Excel / Google Sheets (advanced functions required). Experience with business intelligence / reporting tools (e.g. Tableau Power BI Looker) preferred. Comfortable analyzing large data sets and presenting insights to senior leadership. Hands-on experience in high-growth or evolving environments preferred. M&A fundraising valuation or early-stage exposure is a plus. Opportunity to step into a high-impact strategic role with visibility to executive leadership Inclusive collaborative culture that values ownership and fresh thinking Competitive compensation benefits and opportunities for growth
About the Role
We are partnering with a dynamic investment company seeking a Senior Financial Analyst to join their growing team. This role will play a key part in financial modeling budgeting forecasting and strategic analysis to support executive decision-making. The ideal candidate has experience in financial services technology or investment environments and is comfortable working in a fast-paced evolving business. Experience with M&A strategic planning or early-stage / startup operations is highly valued.
Key Responsibilities
- Build maintain and refine financial models to forecast performance and evaluate strategic initiatives.
- Lead budgeting and long-range planning processes in partnership with business unit leaders.
- Conduct variance analysis performance reporting and identify key trends to support strategic decision-making.
- Prepare monthly board & leadership reporting including KPI dashboards and narrative analysis.
- Support M&A activities including financial due diligence data analysis valuation modeling and integration planning (if applicable).
- Evaluate business cases for new product lines capital investments and headcount planning.
- Collaborate with Accounting to ensure accurate month-end close and proper cost allocation.
- Partner with Operations Product and Executive Leadership on financial insights and strategic planning.
- Improve financial data infrastructure and contribute to process automation & systems enhancements.
Qualifications
Why Join Us
#RRG19
Key Skills
Cognos,Forecasting,Hyperion,Financial Concepts,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning
Employment Type : Full Time
Experience : years
Vacancy : 1
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Senior Financial Analyst • Newport Beach, California, USA
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