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Financial Analyst - Job Opportunity at Vivant Talent

Irvine, United States
Full-time
Mid-level
Posted: February 23, 2025
On-site
USD 90,000-100,000 per year

Benefits

Strategic exposure to C-suite and Private Equity stakeholders
Career development through complex financial modeling projects
Cross-functional collaboration opportunities across business units

Key Responsibilities

Lead strategic financial planning and analysis to drive executive decision-making
Develop and maintain sophisticated financial models for revenue and margin optimization
Spearhead capital planning initiatives and ROI analysis for key business investments
Direct monthly reporting and variance analysis to identify performance trends
Design and implement process improvements for forecasting accuracy

Requirements

Education

Bachelor's degree in Finance, Accounting, or Economics; Master's preferred

Experience

2+ years of experience in financial planning, budgeting, or forecasting

Required Skills

Strong communication skills Excel proficiency Financial modeling Hyperion Essbase/SQL (preferred) Strong organizational skills Adaptability in fast-paced environments
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Sauge AI Market Intelligence

Industry Trends

Increasing demand for analysts with combined financial modeling and data analytics capabilities as organizations seek to leverage big data for financial decision-making Growing emphasis on real-time financial analysis and forecasting capabilities due to market volatility and rapid business environment changes Rising importance of ESG metrics integration into financial analysis and reporting structures

Salary Evaluation

The offered salary range of $90-100k is competitive for a mid-level financial analyst in Irvine, CA, aligning with market rates. The location in a high-cost area and the sophisticated nature of the role justify this range.

Role Significance

Likely part of a dedicated finance team of 5-8 professionals, given the scope of responsibilities and organizational structure
Mid-level position with significant strategic importance, directly supporting C-suite decision-making and private equity stakeholders

Key Projects

Annual budgeting and rolling forecast development for strategic planning Capital allocation and ROI analysis for major business initiatives Process optimization and automation of financial reporting systems Development of KPI frameworks for business performance tracking

Success Factors

Strong technical proficiency in financial modeling and data analysis tools Ability to translate complex financial data into actionable business insights Excellence in stakeholder communication and presentation skills Proactive problem-solving approach and attention to detail

Market Demand

High demand with strong growth trajectory. Financial analysts with modern technical skills and strategic thinking capabilities are increasingly sought after as companies focus on data-driven decision making and regulatory compliance.

Important Skills

Critical Skills

Advanced Excel and financial modeling capabilities for complex analysis and forecasting Strong communication skills for effective interaction with C-suite stakeholders Process optimization and analytical problem-solving abilities

Beneficial Skills

Hyperion Essbase/SQL knowledge for enhanced data analysis capabilities Understanding of mortgage finance operations and metrics Project management skills for coordinating multiple financial initiatives

Unique Aspects

Direct exposure to private equity operations and decision-making processes
Combination of strategic planning and operational finance responsibilities
Opportunity to influence process improvements and financial systems development

Career Growth

Typical progression to senior roles within 2-3 years, management positions possible within 4-5 years given strong performance

Potential Next Roles

Senior Financial Analyst Finance Manager FP&A Manager Business Finance Partner

Company Overview

Vivant Talent

Vivant Talent appears to be a professional services firm specializing in talent placement and recruitment, working with sophisticated clients including private equity firms

Mid-sized professional services organization with established presence in financial services recruitment
Strong presence in Southern California market with connections to major financial institutions
Fast-paced, professional environment with emphasis on analytical excellence and stakeholder management
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