Job Description
Join Oakland Financial Group, a leading corporate finance firm in the Bay Area, as we revolutionize financial strategy for Fortune 500 clients. We seek a dynamic Senior Financial Analyst to drive data-driven decision-making and optimize our portfolio performance. Enjoy competitive benefits, hybrid work options, and career growth in Oakland's thriving business district.
Responsibilities
- Lead financial modeling and forecasting initiatives for $50M+ portfolio
- Analyze market trends to inform strategic investment decisions
- Develop comprehensive financial reports for executive stakeholders
- Collaborate with cross-functional teams on budget optimization
- Identify cost-saving opportunities through data analysis
- Present findings to C-suite using advanced visualization tools
Qualifications
- 5+ years in corporate finance or investment analysis
- Advanced proficiency in Excel and financial modeling software
- CPA or MBA preferred with finance specialization
- Experience with SQL and data visualization tools (Tableau/Power BI)
- Strong understanding of GAAP and SEC regulations
- Proven track record in stakeholder communication