Financial Analyst — San Gabriel Valley, CA | Pacific Executive Search

Financial Analyst

(Job ID: 1896)

San Gabriel Valley, CA

Hybrid

Direct Hire

Utilities & Waste

$82,660 – $105,000 base

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Overview

Join a dynamic finance team as a Financial Analyst, where you will play a crucial role in shaping the financial strategies that drive our business forward. This position offers the opportunity to engage in meaningful analysis, collaborate with various departments, and contribute to key financial decisions that impact organizational success. We foster a culture of innovation and teamwork, providing a flexible work environment that encourages professional growth and development.

Responsibilities

Conduct comprehensive analysis of financial reports to ensure timely completion of budgets and quarterly forecasts, aligning with management goals.
Perform monthly variance analysis between actual performance and budget, providing insights to enhance financial decision-making.
Analyze trends in Return on Equity and Rate of Return, delivering actionable insights for both actual and budgeted figures.
Update and refine the financial forecasting model to reflect current business dynamics and support strategic planning.
Assist in evaluating acquisitions and new business opportunities, contributing to the organization's growth initiatives.
Prepare and publish detailed financial and key metrics reports, ensuring accuracy and clarity for stakeholders.
Support data compilation for rate case filings and quarterly audit requests, maintaining high standards of confidentiality and integrity.

Qualifications

Must-Have:
Bachelor’s Degree in Economics, Finance, Accounting, or a related field.
A minimum of four years of relevant experience in accounting or finance.
Proficiency in reading and analyzing financial reports, with the ability to communicate findings effectively to internal and external auditors.
Advanced skills in MS Excel and experience with financial software (e.g., JD Edwards Insights preferred).
Strong organizational skills with meticulous attention to detail and the ability to manage multiple priorities.
Nice-to-Have:
Experience with financial forecasting models and variance analysis.
Familiarity with acquisition integration and revenue recognition principles.
Ability to work independently and collaboratively in a fast-paced environment.
Strong interpersonal skills to build effective relationships across all levels of the organization.

Frequently Asked Questions

Why do technically strong FP&A hires still fail?
Because modeling is only part of the role. Strong finance professionals must be able to challenge assumptions, communicate clearly with non-finance stakeholders, and influence decisions in real time. The candidates who struggle are often capable analysts but weak business partners.
What separates a strong finance business partner from a good analyst?
A good analyst explains what happened. A strong business partner changes what happens next. That difference usually shows up in how the person works with operations, leadership, and planning decisions rather than in the spreadsheet itself.
Why are SaaS accounting and finance roles different from general corporate roles?
Because recurring revenue models create different pressure points around revenue recognition, deferred revenue, forecasting, metrics, and scale. Even strong general accounting or finance candidates can struggle if they have not operated in an environment where recurring revenue and growth-stage process discipline matter.
Why is cost accounting experience often treated as a separate requirement?
Because cost accounting is not just a line item on a resume. In the right environments, it shapes how the business understands margins, inventory, production efficiency, and operating performance. Employers usually separate it out because general accounting strength alone does not guarantee sound judgment in a costing environment.
How do strong candidates typically evaluate opportunities like this?
Strong candidates rarely evaluate a role based on title alone. They look at what the position actually owns, how the function is viewed internally, whether the environment is stable or in transition, and what success will realistically look like in the first 6 to 12 months. Many first discover a role through a posting, but the strongest career decisions usually come from understanding the context behind the opportunity, not just the job description. In accounting and finance hiring, that level of context is often what separates a lateral move from a meaningful one. Learn more about how strategic accounting and finance searches differ from transactional recruiting.