Senior Financial Analyst

99 Ranch Market

$85K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Management, or a related field required; Master's preferred.
  • 5+ years of financial analysis experience, ideally in retail, wholesale, or logistics.
  • Adaptability to flexible schedules and operational needs.
  • Proficient in analyzing complex data and deriving actionable insights.
  • Familiar with SQL, Python, data warehousing, and advanced Microsoft Office tools.

Responsibilities

  • Prepare and manage budgets, forecasts, and cash flow reports.
  • Develop and present consolidated P&L, Cash Flow, and Balance Sheet reports.
  • Conduct capital expenditure analysis for upper management approval.
  • Generate sales and operations reports with key insights.
  • Analyze sales, margin, and expense trends to recommend improvements.
  • Communicate with department leads about business trends and market environments.
  • Implement and maintain systems to ensure data accuracy and integrity.

Benefits

  • Medical, Dental, Vision, and Life Insurance.
  • 401(k) Retirement Savings Plan with 4% Company Match.
  • Long-Term Services Award.
  • Employee Discount.
  • Paid Time Off.
Full Job Description
About the Job

Senior Financial Analyst

Summary:

The Senior Financial Analyst is responsible for managing budgeting, forecasting, and delivering comprehensive financial reporting and analysis to drive business performance. This role partners with cross-functional teams to analyze trends, identify opportunities for improvement, and provide actionable insights while ensuring compliance with financial regulations and company policies. With a focus on financial modeling, problem-solving, and supporting strategic initiatives, this position is pivotal in guiding decision-making in a dynamic, fast-paced environment.

Responsibilities:

  • Prepare and manage budgets, forecasts, and cash flow reports for all business entities.
  • Develop and present monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
  • Create supporting documentation and perform capital expenditure analysis for upper management approval.
  • Generate regular sales and operations reports, highlighting key insights.
  • Analyze sales, margin, and expense trends to identify patterns and recommend process improvement opportunities.
  • Communicate with operation department leads to interpret business trends, market environment, and customer behavior across the value chain.
  • Implement and maintain robust systems and controls to ensure the accuracy and integrity of actual and forecast data.
  • Partner with cross-functional teams to produce actionable reports and address business challenges.
  • Ensure compliance with financial regulations, company policies, and industry standards in all financial reporting and analysis.
  • Perform other duties as assigned by management.


Qualifications:

  • A bachelor's degree in accounting, Finance, Business Management, or a related field is required; a Master's degree is preferred.
  • 5+ years of financial analysis experience, preferably in retail, wholesale or logistic industry.
  • Adaptable and willing to work flexible schedules to meet operational needs.
  • Skilled in analyzing complex data, summarizing key insights, and refining information for clarity and actionable outcomes.
  • Familiar with SQL, Python, data warehousing, and advanced expertise in Microsoft Office tools including Excel, Word, and PowerPoint.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.


Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.


Position Details:

  • Employment Type: Full Time.
  • Location: 6338 Regio Ave, Buena Park, CA 90620.


Benefits:

  • Medical, Dental, Vision, and Life Insurance.
  • 401 (k) Retirement Saving Plan with 4% Company Match.
  • Long-Term Services Award.
  • Employee Discount.
  • Paid Time Off.


Compensation:

The pay range for this job starts at $85,000 - $100,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.

Beware of Job Scams:

We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written job descriptions, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: https://www.indeed.com/career-advice/finding-a-job/job-scams

Disclaimer:

Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice.

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