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