Sr. Financial Analyst

Job Description Job Description We are offering an exciting opportunity for a Sr. Financial Analyst to join our team in the import/export industry based in Newport Beach, California. In this role, you will be vital in managing multiple campaigns and clients, analyzing complex data sets, and driving sales and profitability. Responsibilities: • Lead the financial and operational reporting for multiple campaigns and clients. • Use your analytical skills to validate and manage complex data sets, delivering clear and concise reports. • Act as the primary contact for clients, analyzing campaign success, recommending strategic improvements, managing data sets, and resolving discrepancies. • Collaborate closely with the executive team, sales team, and internal finance and analytics team. • Develop financial and operational targets and goals in collaboration with executives and clients. • Utilize your data and modeling skills to create pro-forma P& Ls, analyze compensation structures, identify trends, and build forecasts. • Identify new process improvement opportunities and implement strategic changes across multiple departments. • Manage the commissions process, validate results, and improve the process as needed. • Utilize business systems, Confluence, CRM, Crystal Reports, and Data Mining Techniques for efficient and effective reporting and analytics. • Oversee accounting functions, auditing, budget processes, and capital management. • Use Tableau for advanced data analysis and reporting.• Proven experience in Business Systems. • Proficiency in using Confluence for project management. • Experience with CRM (Customer Relationship Management) systems. • Knowledge of Crystal Reports for creating custom reports. • Strong understanding of Data Mining Techniques for business insights. • Familiarity with About Time for project and resource management. • Comprehensive knowledge of Accounting Functions. • Proficiency in Auditing and financial compliance. • Experience with Budget Processes and financial planning. • Experience in Capital Management for financial stability and growth. • Proficiency in using Tableau for data visualization and business intelligence.

Location: Newport Beach, CA, US

Posted Date: 4/30/2025