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We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership.
Job Responsibility
Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives
Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes
Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations
Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions
Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities
Monitor financial performance against plan and identify key business drivers, risks, and opportunities
Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency
Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance
Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making
Identify opportunities to improve profitability and operational effectiveness
Translate complex financial information into concise recommendations and presentations for executive stakeholders
Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives
Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities
Requirements
At least 5 years of experience in FP&A, corporate finance, strategic finance, or a closely related area
Advanced proficiency in Excel with a strong track record of building complex financial models
Solid understanding of return metrics, payback evaluation, and capital allocation analysis
Experience working in subscription-based or other recurring revenue business models
Background in real estate finance, lease analysis, site selection, or capital planning is strongly preferred
Familiarity with Workday Adaptive Planning, also known as Adaptive Insights, is highly preferred
Experience preparing executive-level reporting and presentations
exposure to Mekko Graphics is a plus
Demonstrated ability to perform financial analysis, variance review, ad hoc reporting, and data-driven problem solving
Nice to have
Background in real estate finance, lease analysis, site selection, or capital planning
Familiarity with Workday Adaptive Planning, also known as Adaptive Insights
Exposure to Mekko Graphics
What we offer
medical, vision, dental, and life and disability insurance