Senior Financial Analyst
Santa Ana, CA
Category: Finance and Accounting
Reference ID: 10067741
Shortcut: http://addisongroup.gosnaphop.com/utDzN8
Job Title: Senior Financial Analyst
Compensation:
The listed pay range reflects the expected base rate for this position. Actual compensation may vary based on factors such as experience, qualifications, and cost of living in the assigned market.
- Base: $105000 - $125000 / Year
- Bonus: 10% /Target Bonus
Benefits
We’re committed to supporting our employees both personally and professionally. We offer a comprehensive and competitive benefits package designed to help you thrive inside and outside of work, which includes:
- Medical
- Dental
- Vision
- HSA/FSA plans
- Voluntary Life and Accidental Death & Dismemberment (AD&D Insurance)
- Critical illness, Hospital Indemnity, Accident Coverage
- Legal Insurance Plan
- Generous 401(k) plan with company match
- Paid Time Off & Paid Holidays
Position Overview
The Senior Financial Analyst position is a highly visible role responsible for assisting with budgeting and forecasting activities, producing monthly management reports, leading the development of annual long-term strategic financial plans, and supporting key initiatives that help drive business growth and profitability.
The ideal candidate is a proactive self-starter and collaborative team member who can adapt quickly within a fast-paced environment. The ability to manage time effectively, remain flexible, and handle shifting workloads is just as critical as the technical and analytical competencies required for success in this role.
Key Responsibilities
• Serve as a primary financial partner to regional operations leadership by supporting financial planning and performance reporting, including budgeting, forecasting, and operational analysis.
• Lead and coordinate the annual financial planning and budgeting process for assigned regions, including the preparation of detailed budgets at the branch level.
• Track and evaluate key performance metrics, identify trends, investigate causes of variances, and recommend actions to improve performance and meet financial targets.
• Convert complex datasets into meaningful insights and strategic recommendations. Present findings clearly while ensuring data accuracy through proper processing, validation, and cleansing techniques.
• Safeguard sensitive company information and maintain strict confidentiality in all financial and operational matters.
Qualifications
• Bachelor’s degree in Finance or a related discipline (Finance or Accounting strongly preferred).
• Minimum of 5 years of relevant professional experience in financial planning, forecasting, reporting, or analytical roles.
• Experience with financial planning, reporting, business intelligence, or data visualization tools required; familiarity with Planful / Host Analytics and PowerBI is strongly preferred.
• Advanced proficiency in Excel financial modeling is required.
• Excellent written and verbal communication skills, along with strong interpersonal and organizational abilities. Demonstrated ability to effectively collaborate with individuals at all levels of the organization.
• Strong initiative and critical-thinking capabilities to translate business challenges into analytical problems and develop practical, data-driven solutions.
• Ability to work cross-functionally while supporting multiple senior stakeholders simultaneously.
• Comfortable managing and analyzing large datasets while maintaining strong attention to detail.
• Exceptional analytical and problem-solving skills.
• Proven ability to manage time effectively and deliver high-quality work under tight deadlines.
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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