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A well-established organization in Rancho Santa Fe is seeking a motivated Junior Financial Analyst to support financial planning, performance analysis, and reporting initiatives across multiple business units. This role is designed for an early-career finance professional who is eager to deepen analytical skills, gain exposure to executive-level decision-making, and build a strong foundation in corporate finance. You will work closely with senior finance leadership to transform data into actionable insights that support operational efficiency and long-term growth.
Job Responsibility:
Assist in preparing monthly, quarterly, and annual financial reports and variance analyses
Analyze revenue trends, expense patterns, and operational metrics to identify risks and opportunities
Support budgeting and forecasting activities, including data gathering and model updates
Maintain and enhance Excel-based financial models and dashboards
Assist with cash flow tracking and working capital analysis
Collaborate cross-functionally with accounting, operations, and leadership teams
Prepare presentation materials and summaries for management review
Ensure accuracy, consistency, and integrity of financial data
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or a related field
1–2 years of financial analysis, accounting, or relevant internship experience