California Licensed Financial Analyst

Job Summary

To support strategic initiatives and financial reporting, the full-time California Licensed Financial Analyst will perform complex financial analyses, manage budget development, and provide executive-level reporting in a hybrid work environment.

Key responsibilities

• Advises management on financial planning and analysis while modeling financial impacts
• Coordinates preparation of financial reports and business plans for management review
• Develops and maintains methodologies for forecasting costs and revenues, ensuring compliance with audit standards

Required qualifications

• Bachelor's degree in a related field from an accredited institution
• Six years of progressively responsible experience in finance, FP&A, accounting, or consulting
• Strong proficiency in Excel and financial modeling techniques
• Experience with budget development and performance monitoring
• Knowledge of local, state, and federal regulatory requirements related to finance