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1 result for Wealth Planner Ria Firm in Mountain View, CA
- Encinitas, CA
- onsite
- Temporary / Contract
- 38 - 48 USD / Hourly
- <p><strong>If you like numbers but REALLY want to understand the story behind them, keep reading.</strong></p><p>A high-growth North County organization is looking for a <strong>Financial Analyst</strong> to join its finance team and help turn financial data into information leadership can actually use.</p><p>This role is perfect for someone who enjoys digging into the numbers, asking <em>“why did this change?”</em>, and connecting financial results to what's happening throughout the business. Rather than spending your entire day focused on traditional accounting transactions, you'll work across <strong>FP&A, budgeting, forecasting, reporting, variance analysis, and business performance</strong>.</p><p><br></p><p>You'll partner with Finance, Accounting, Sales, and Operations, giving you exposure to multiple areas of the business and plenty of opportunity to grow.</p><p><strong>What you'll be doing:</strong></p><ul><li>Prepare monthly financial reporting packages and management reports.</li><li>Analyze actual results against budget, forecast, and prior-year performance.</li><li>Investigate revenue, expense, gross margin, and operating expense variances.</li><li>Assist with annual budgeting and quarterly forecasting.</li><li>Build and maintain financial models used for business planning.</li><li>Track departmental spending and identify significant trends.</li><li>Develop recurring KPI dashboards and reporting packages.</li><li>Partner with operational leaders to understand financial performance.</li><li>Assist with revenue and expense forecasting.</li><li>Support month-end analysis, accrual review, and financial reporting.</li><li>Prepare ad hoc analysis for senior leadership.</li><li>Translate complex financial information into clear business takeaways.</li><li>Identify opportunities to improve reporting processes, data accuracy, and efficiency.</li><li>Assist with special projects involving pricing, profitability, headcount, and operational performance.</li></ul><p><br></p>
- 2026-10-02T00:00:00Z