Senior Financial Analyst

4 weeks ago


Tustin, California, United States DrBalcony Full time
Job Title: Senior Financial Analyst

We are seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic finance team at DrBalcony. The ideal candidate will be responsible for budgeting, auditing, accounts receivable/accounts payable (AR/AP) management, and the development of comprehensive business and financial models.

Key Responsibilities:
  • Budgeting:
  • Develop, implement, and manage the annual budgeting process to ensure alignment with organizational goals.
  • Analyze financial data to forecast future financial trends and prepare budget reports that provide actionable insights.
  • Collaborate with department heads to ensure budgets are effectively managed and optimized.
  • Auditing:
  • Conduct internal audits to ensure compliance with financial policies and regulations, identifying areas for improvement and mitigating financial risks.
  • Prepare detailed audit reports and present findings to senior management, providing recommendations for process improvements.
  • Accounts Receivable/Accounts Payable (AR/AP):
  • Oversee the AR/AP process, ensuring accurate and timely invoicing, payment processing, and reconciliation to maintain efficient financial operations.
  • Monitor and manage cash flow, including collections and disbursements, to ensure timely payment and minimize financial risks.
  • Business Model Development:
  • Analyze and assess current business models to identify areas for improvement and develop new business models to drive growth and profitability.
  • Collaborate with cross-functional teams to integrate business model strategies and ensure alignment with organizational goals.
  • Financial Model Development:
  • Create detailed financial models to support business decisions and strategic initiatives, providing insights and recommendations based on financial modeling results.
  • Conduct scenario analysis to assess the financial impact of potential business decisions, ensuring informed decision-making.
Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or relevant certification (e.g., CFA, CPA) is a plus.
  • Proven experience (3+ years) as a Financial Analyst or similar role, with expertise in budgeting, auditing, AR/AP management, and financial modeling.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
  • Proficiency in financial software and tools (e.g., Excel, SAP, QuickBooks).
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
  • Knowledge of relevant financial regulations and standards.
Benefits:
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
Physical Setting:
  • Office
Schedule:
  • 8 hour shift
  • Monday to Friday
  • Weekends as needed
Experience:
  • Accounting: 3 years (Required)
  • QuickBooks: 3 years (Required)
Location:
  • Tustin, CA Required)
Ability to Commute:
  • Tustin, CA Required)
Ability to Relocate:
  • Tustin, CA 92780: Relocate before starting work (Required)
Work Location:
  • In person

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