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Senior Financial Analyst

United States, San Ramon · Job Posted June 09, 2026
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Job Description

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
  • enrollment in company 401(k) plan

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