Our client is seeking a detail-oriented and analytical Junior Financial Analyst to support the Finance team with financial analysis, reporting, forecasting, budgeting, and business insights. This role will work closely with cross-functional teams to analyze financial data, identify trends, and help support informed business decisions. The ideal candidate has strong analytical and Excel skills, a solid understanding of financial concepts, and a willingness to learn in a fast-paced environment.
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Key Responsibilities
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Support the preparation of financial reports, analyses, and presentations.
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Assist with budgeting, forecasting, and financial planning processes.
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Analyze financial and operational data to identify trends, variances, and opportunities.
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Prepare monthly and quarterly reporting packages and supporting schedules.
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Assist with month-end reporting and variance analysis.
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Maintain and update financial models, forecasts, and reporting tools.
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Track key financial and business performance metrics.
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Partner with accounting and cross-functional teams to gather and validate financial data.
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Research and explain variances between actual results, budgets, and forecasts.
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Assist with ad hoc financial analysis and special projects.
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Support the preparation of management presentations and business reviews.
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Ensure financial data is accurate, complete, and properly documented.
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Qualifications
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Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
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0–2 years of relevant financial analysis, finance, accounting, or internship experience.
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Strong analytical and problem-solving skills.
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Proficiency in Microsoft Excel, including PivotTables, VLOOKUP/XLOOKUP, SUMIFS, and basic financial modeling.
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Strong attention to detail and accuracy.
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Ability to analyze large amounts of data and communicate findings clearly.
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Strong organizational and time-management skills.
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Excellent written and verbal communication skills.
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Ability to work independently as well as collaboratively in a team environment.
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Preferred Qualifications
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Experience with budgeting, forecasting, or financial reporting.
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Familiarity with financial modeling and variance analysis.
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Experience with ERP, financial planning, or reporting systems such as NetSuite, SAP, Oracle, Workday Adaptive, or similar platforms.
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Knowledge of basic accounting principles and financial statements.
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Strong interest in developing a career in corporate finance or FP&A.
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Numbers & Facts
Location
Alameda, CA
Skills
Accountingunmatched
Ad Hoc Financial Modelingunmatched
Analysis Skillsunmatched
Budgetingunmatched
Business Supportunmatched
Communication Skillsunmatched
Computer Networksunmatched
Corporate Financeunmatched
Cross-Functionalunmatched
Data Analysisunmatched
Data Qualityunmatched
Detail Orientedunmatched
ERP (Enterprise Resource Planning)unmatched
Economicsunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Operationsunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Statementsunmatched
Forecastingunmatched
Microsoft Excelunmatched
NetSuiteunmatched
Operational Auditunmatched
Oracleunmatched
Organizational Skillsunmatched
Performance Metricsunmatched
Presentation/Verbal Skillsunmatched
SAPunmatched
Time Managementunmatched
Trend Analysisunmatched
Variance Analysisunmatched
Vlookupsunmatched
Writing Skillsunmatched
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