Sr. Financial Analyst

Location: Corona, CA (Onsite with ROARK client)

Classification: Exempt, Full-Time

About the Role:

ROARK is partnering with a dynamic client in the Jurupa Valley area to identify a highly motivated Sr. Financial Analyst to join their finance team. This role will report to the Sr. Director of FP&A and work closely with the VP of Finance. As a key member of the finance organization, you will analyze financial performance, develop financial models, and provide insightful reporting to stakeholders.

Responsibilities:

• Financial Modeling & Analysis: Develop and maintain advanced financial models, integrating benchmarking and process analysis to ensure accurate forecasting and budgeting.
• Reporting & Insights: Prepare weekly dashboard reports with supporting analyses to deliver timely insights into key performance indicators.
• Variance Analysis: Compare actual financial results against budgets and forecasts, identifying areas for improvement and actionable opportunities.
• Trend Research: Conduct thorough reviews of historical financial data to uncover trends and support strategic decision-making.
• Budget Collaboration: Participate in budgeting processes for departments and projects, ensuring alignment with organizational goals.
• Sales Reporting: Generate daily and weekly sales reports, including sales performance by individual, backlog, top SKUs, high-volume items, tamale sales, geographic trends, and ad hoc requests.
• Performance Optimization: Evaluate sales data to identify areas for improvement and provide actionable recommendations.
• Financial Statements: Support the VP of Finance & Accounting in preparing periodic financial statements.
• Segment Analysis: Deliver insights into business performance at customer and SKU levels, contributing to segment-specific strategies.
• Business Analytics: Act as the internal resource for analytics tools, such as Microsoft Power BI, to enhance data-driven decision-making.
• Project Support: Contribute to ad-hoc projects and assist the executive team with long-term financial planning initiatives.

Qualifications:

• Educational Background: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Professional Experience: At least 3 years of experience in financial analysis.
• Technical Skills: Strong understanding of financial statements, accounting principles, and advanced proficiency in Microsoft Excel; experience with ERP systems is essential.
• Analytical Excellence: Demonstrated ability in analytical thinking, problem-solving, and critical evaluation.
• Detail Orientation: Exceptional attention to detail with the capability to manage and prioritize multiple tasks effectively.
• Communication Skills: Strong verbal and written communication skills, including the ability to present complex financial data clearly and concisely.