Demo

Financial Analyst

Advantex Professional Services
Covina, CA Full Time
POSTED ON 4/19/2025
AVAILABLE BEFORE 5/18/2025

About the Role:


We’re seeking a detail-oriented and driven Financial Analyst with 3 years of experience for a temporary role with our client located up in the San Gabriel Valley. Strong possibility of temp to hire. Position will be working onsite.


Pay is up to $35.00 per hour


This role is perfect for someone who thrives in a fast-paced environment, enjoys diving into data, and is passionate about turning numbers into actionable insights. You'll support budgeting, forecasting, reporting, and decision-making processes that are critical to our business strategy.


Key Duties for the Financial Analyst:

  • Conduct annual capital and operations budgeting processes, ensuring accuracy and consistency of financial data
  • Perform monthly variance (flux) analysis between actuals and budget, identifying key drivers and trends
  • Provide insightful analysis of Return on Equity (ROE) and Return on Revenue (ROR) for both actual and budgeted results
  • Maintain and enhance forecasting models to improve financial planning and accuracy
  • Support the evaluation of acquisitions and new business opportunities through financial modeling and analysis
  • Prepare, maintain, and analyze key performance indicator (KPI) reports for business leaders
  • Assist in compiling data for rate case filings and quarterly audits
  • Update SOX documentation and help ensure ongoing compliance with internal financial controls


Key Requirements for the Financial Analyst:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 3 years of experience in a financial analysis or corporate finance role
  • Strong proficiency in Excel (vlookup/pivot tables/formulas/sumifs) and financial modeling
  • Solid understanding of budgeting, forecasting, and financial reporting
  • Detail-oriented with strong analytical and problem-solving skills
  • Ability to communicate financial insights clearly and effectively to non-financial stakeholders
  • Excellent verbal and written communication skills
  • Experience with ERP systems and business intelligence tools is a plus

Salary : $33 - $35

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