Senior Financial Analyst

1 month ago

Tustin California, United States DrBalcony Full time
Job Description

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.
    • Analyze financial data to forecast future financial trends and prepare budget reports.
    • Collaborate with department heads to align budgets with organizational goals.
  • Auditing:
    • Conduct internal audits to ensure compliance with financial policies and regulations.
    • Identify and mitigate financial risks through thorough examination of financial records.
    • Prepare detailed audit reports and present findings to senior management.
  • Accounts Receivable/Accounts Payable (AR/AP):
    • Oversee the AR/AP process, ensuring accurate and timely invoicing, payment processing, and reconciliation.
    • Monitor and manage cash flow, including collections and disbursements.
    • Implement and maintain efficient AR/AP processes to improve financial operations.
  • Business Model Development:
    • Analyze and assess current business models to identify areas for improvement.
    • Develop and implement new business models to drive growth and profitability.
    • Collaborate with cross-functional teams to integrate business model strategies.
  • Financial Model Development:
    • Create detailed financial models to support business decisions and strategic initiatives.
    • Conduct scenario analysis to assess the financial impact of potential business decisions.
    • Provide insights and recommendations based on financial modeling results.
Requirements:
  • Qualifications:
    • 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.
    • 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:
  • 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)

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