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Financial Analyst

Financial Analyst

We are seeking a highly analytical, business-oriented Financial Analyst to support financial planning, performance analysis, and management reporting. This role partners with cross-functional departments to deliver clear insights, develop forecasts and models, and drive data-informed decisions that improve financial performance.


Essential Duties and Responsibilities:

  • · Deliver financial insights and recommendations to support key business decisions and growth initiatives.
  • · Build and maintain profit, forecast, and growth models; synthesize results into clear conclusions for management.
  • · Lead annual budget, rolling forecast, and scenario-planning processes in partnership with cross-functional teams.
  • Lead cash flow budgeting and working capital analyses to support liquidity planning.
  • · Track performance against plan, explain variances, and partner with cross-functional teams on corrective actions.
  • · Monitor revenue, cost, and margin trends; translate complex data into actionable insights.
  • · Prepare monthly and quarterly management reporting packages, including KPI tracking, variance analysis, and executive-ready summaries.
  • · Improve the monthly/quarterly close and performance review cadence by streamlining templates, processes, and reporting workflows.
  • · Maintain accurate, consistent financial data and definitions to ensure reporting integrity and decision-ready metrics.
  • · Partner with business, operations, and finance stakeholders to ensure insights are understood, adopted, and translated into measurable actions.

Qualifications & Requirements:

  • Strong financial modeling and analytical skills, with the ability to build and interpret complex profit and forecast models.
  • Advanced proficiency in Excel; experience with financial systems and BI tools (e.g., SAP ERP, planning tools, Power BI, Tableau) is a plus.
  • Solid understanding of financial statements, cost structures, and performance drivers.
  • Strong presentation and communication skills.
  • Proven ability to translate financial analysis into clear, actionable business insights.
  • 5+ years of experience in corporate FP&A, financial analysis, financial modeling, and management reporting.
  • High ownership and accountability; collaborative, adaptable, and comfortable working cross-functionally.

Education & Certifications:

  • Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
  • CPA preferred.
  • Chinese/English bilingual required

Work Location and Status:

  • Full-time position based in Costa Mesa, CA

Compensation:

  • Compensation commensurate with experience
  • Competitive benefits package and employee programs

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