Demo

Senior Financial Analyst

Solugenix
Santa Ana, CA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/7/2025

Senior Financial Analyst

Santa Ana, CA (Onsite)

Direct Hire

Job ID 25-09563


We are looking for a Senior Financial Analyst. This is a direct hire opportunity based out of Santa Ana, CA (Onsite).


The Senior Financial Analyst is a highly visible role that is responsible for supporting the budgeting and forecasting processes, preparing monthly management reporting, leading annual long-range strategic plans, and supporting key strategic initiatives to drive future growth and profitability.

The ideal candidate is a strong self-starter and team player who is willing to adapt to change in a fast-paced environment. We are a growing company, and while this role will be responsible for several recurring tasks, this role will also regularly take on ad hoc tasks needed by upper management and/or other team members to advance the company's strategic priorities. The flexibility, time management, and maturity to handle the ebb and flow of assignments are as important as the technical and analytical skills required to be successful in this position.


Qualifications:

  • Bachelor's degree in Finance or related field of study (Finance or Accounting preferred).
  • 5 years of relevant work experience in financial forecasting, reporting, and analysis.
  • Experience with Planning, Reporting, BI, and visualization systems required; Planful / Host Analytics and PowerBI preferred.
  • Advanced Excel modeling skills required.
  • Strong communication (oral and written), interpersonal, and organizational skills required. Must demonstrate ability to successfully interact effectively with all levels in the organization.
  • High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions.
  • Ability to work cross-functionally and support multiple senior-level clients.
  • Comfortable working with large volumes of data and diligence when managing detail.
  • Excellent analytical skills.
  • Time management and ability to complete work under tight deadlines.
  • Certified Corporate Financial and Analysis Professional certification is preferred.

Responsibilities:

  • Key partner to regional operations senior leadership to drive the financial planning and reporting of the business; including budgeting, forecasting, and reporting functions.
  • Develops and leads annual Financial Planning/Budgeting process across the assigned regions including creating detailed branch-level budgets.
  • Monitor performance indicators, highlight trends analyze causes of unexpected variance, and provide recommendations for achieving targets.
  • Transform data into actionable insights and recommendations. Present clear and concise results, including processing, cleansing, and verifying the integrity of data used for analysis.
  • Protects the organization's value by keeping information confidential.


Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $110,000 to $120,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience.


Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.


About The Client

Our client is a leading North American distributor of building materials.


About Solugenix

Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance—providing clients with reliability and a strong competitive edge.

Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business—it means having a dedicated ally focused on your success in today's fast-evolving digital world.

Salary : $110,000 - $120,000

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