CV Resources

Support budgeting, forecasting, and data analysis for a multi-location business. | Requires 3+ years of FP&A experience, advanced Excel skills, and experience with large data sets, which your background does not sufficiently demonstrate. | Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses. You will have the opportunity to report directly to the head of the FP&A department. Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts) Location: Long Beach, California Job Status (direct hire, consulting, consulting with possibility of hire) – This role is a direct hire role. Job Site Status (onsite/hybrid/remote) – Our client has a hybrid job site status of One Onsite Day per Quarter Compensation – Salary range is $95,000–$115,000 per year + a bonus component based on individual and company performance. RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST Financial Planning and Analysis (FP&A) – Budgeting and Forecasting • Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. • Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. • Support long-range financial planning and scenario modeling to guide strategic business decisions. Financial Planning and Analysis (FP&A) – Data Analysis • Gather data from diverse sources (ERP, POS, and other platforms) • Integrate data. • Analyze data using Business Intelligence (BI) tools. • Present proposals based on data analysis. Financial Planning and Analysis (FP&A) – Data Maintenance • Track performance metrics to measure business performance. • Generate ad hoc analysis and financial reporting. Financial Planning and Analysis (FP&A) – Budgeting and Forecasting • Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. • Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Process Improvements • Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. • Support financial system upgrades and automation initiatives to enhance reporting capabilities. • Ensure internal controls and compliance with financial policies and best practices. • Assist in the development of financial tools and models to support decision-making. Miscellaneous • Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST Required • Bachelor’s degree in accounting, finance, or a comparable major. • 3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis) • Proficient understanding of Key Performance Indicators (KPI’s) • Multi-site / multi-location industry experience Preferred • MBA • Experience working in Private Equity-backed environments. • Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE SENIOR FINANCIAL ANALYST Required Technical • Advanced Excel • Financial modeling, budgeting, forecasting • Ability to build models entirely from scratch (not just maintain/update) • Large data-set interpretation Interpersonal • Executive presence. • Superb analytical and critical thinking skills. • Diligence and accuracy. • Impeccable communication skills. • Inquisitive Preferred Technical • Power BI or Tableau or Planful or equivalent program For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the s