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ClearPath

Sr. Financial Analyst

ClearPath, ANAHEIM, CA


Our client is hiring a Sr. Financial Analyst to lead financial planning, analysis, and budget management processes, ensuring alignment with strategic objectives, and providing actionable insights for decision-making within the organization. You'll own the FP&A systems and process to consistently meet with leaders across the organization to play a critical role in forecasting, budgeting, and critical analytics for the company.

The ideal candidate has a bachelor's degree, 5+ years of financial planning and analysis in a consumer product company and has experience building financial models from scratch that are informative and easy to use. You're an expert with Excel and have experience with BI or visualization tools. You've worked in a product or manufacturing company with data analysis based on SKUs, distributors, and global markets. You have excellent communication skills to lead meetings, share complex information, and inform decisions with a variety of audiences.

Recognized as a Best Places to Work in SoCal in 2023, our client delivers testing instruments to HVACR technicians. They offer a flexible work schedule with two days' work-from-home, a hire to retire philosophy, and a kitchen full of snacks to keep you charged throughout the day.

What you'll do:
  • Develop comprehensive financial models from scratch to evaluate business performance, assess risk, and support decision-making across various departments.
  • Conduct regular meetings with department heads to review actual performance against budgeted targets, identify variances, and recommend corrective actions as needed.
  • Analyze key financial metrics and trends to identify opportunities for cost optimization, revenue enhancement, and process improvement.
  • Conduct ad hoc financial analyses and scenario modeling to support strategic initiatives, investment decisions, and operational improvements.
  • Develop and maintain budgeting templates, tools, and guidelines to standardize budgeting processes and enhance efficiency and accuracy.
  • Collaborate with accounting team to ensure accurate and timely financial reporting, including month-end close activities and variance analysis.


What you bring:
  • Bachelor's degree in finance, accounting, economics, or related field.
  • 5+ years of progressive experience in financial planning, modeling, and data analysis.
  • Advanced skills with MS Excel, ERP and BI tools (e.g., MS Dynamics, Tableau).
  • Excellent communication and presentation skills, with the ability to distill complex financial concepts into clear, actionable insights for non-financial stakeholders.
  • Experience in a global product company is preferred.
  • Self-starter with the ability to take initiative, manage priorities, and work with minimal supervision with an acute attention to detail.


Excellent benefits!
  • Matching 401k up to 4% with immediate vesting.
  • Healthcare premiums are covered at 80% for you and your family with HSA and FSA options.
  • Supplemental Term Life, Employee Assistance Programs (EAD), and more.
  • Hire to Retire philosophy that includes personal career development plans.
  • Bonuses based on company and personal performance.