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Financial Analyst

United States, Rancho Santa Fe · Job Posted February 21, 2026
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Job Description

A premium wellness and lifestyle organization in Rancho Santa Fe is seeking a polished and analytical Financial Analyst to support revenue analytics, service line performance, and executive reporting. This role is ideal for someone who thrives in a relationship-driven business environment and enjoys translating financial data into strategic insights that support growth and client experience.

Job Responsibility

  • Analyze revenue trends, pricing models, and service profitability
  • Support forecasting and long-range planning initiatives
  • Prepare executive dashboards and KPI reporting
  • Partner with department leaders on budget performance
  • Monitor expenses and identify optimization opportunities
  • Assist with financial presentations for leadership meetings
  • Support ad hoc reporting and special projects
  • Ensure data accuracy across financial systems

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 2–4 years of financial analysis or FP& A experience
  • Strong Excel and financial modeling capabilities
  • Experience with BI tools or dashboards a plus
  • Excellent written and verbal communication skills
  • High attention to detail and business curiosity
  • Experience in hospitality, wellness, or service industries preferred

Nice to have

  • Experience in hospitality, wellness, or service industries preferred
  • Experience with BI tools or dashboards a plus

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training

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