Position Overview

Ultimate Staffing is actively seeking an experienced Financial Analyst to join their client's dynamic team in California. The Financial Analyst will play a critical role in supporting executive planning and decision-making through comprehensive financial analysis, modeling, and reporting. This position requires a strategic thinker who can effectively collaborate with cross-functional teams and provide actionable insights to senior leadership.

Responsibilities

• Independently analyze financial data, budgets, forecasts, and investment scenarios to support executive planning and decision-making.
• Develop and maintain financial models used to evaluate development projects, capital investments, and operational initiatives.
• Identify trends, risks, and opportunities and provide written and verbal recommendations to executive leadership.
• Prepare executive-level financial summaries, dashboards, and presentations.
• Review contracts, purchase agreements, amendments, and related documents to assess financial impact, risk exposure, and compliance with company objectives.
• Evaluate key contract terms, milestones, and obligations and advise leadership on potential financial or operational implications.
• Collaborate with legal, finance, and external partners to resolve contract-related issues requiring professional judgment.
• Provide analytical oversight of escrow and transaction processes, including timelines, funding requirements, and financial documentation.
• Evaluate transaction structures and identify risks or discrepancies requiring escalation or resolution.
• Serve as a point of contact for internal stakeholders regarding financial aspects of escrow-related activities.
• Lead assigned finance- or development-related projects, exercising discretion to prioritize work, resolve routine issues, and recommend solutions.
• Monitor project financial performance against approved budgets and timelines and advise leadership of variances or risks.
• Coordinate cross-functional efforts while maintaining responsibility for financial analysis and outcome recommendations.
• Act as a trusted financial advisor to the CDO and CFO on assigned initiatives.
• Participate in due diligence activities related to acquisitions, development projects, or strategic initiatives.
• Support continuous improvement of financial analysis tools, reporting processes, and internal controls.

Qualifications

• Education requirement is a Bachelor's Degree.
• hands-on experience in finance, accounting, or data analysis
• Intermediate to advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, data analysis tools)
• Knowledge of data visualization tools such as Power BI or Tableau
• Basic understanding of SQL or data querying tools
• Progress toward or interest in professional certifications (CPA, CFA, or MBA)

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.