Financial Analyst, Finance Operations

Job Description
Job Description
We are looking for a Sr. Financial Analyst to join a Contract position based in Ventura, California. This role will focus on delivering high-impact financial analysis, forecasting, and modeling that supports business planning and executive decision-making. The ideal candidate will bring strong analytical judgment, experience working with complex data, and the ability to translate financial results into clear business insights for a variety of stakeholders.

Responsibilities

• Build and refine financial models that support budgeting, forecasting, long-range planning, and strategic evaluations across the organization.
• Examine financial and operational results to uncover trends, explain variances, identify unusual performance patterns, and recommend practical next steps.
• Produce detailed profitability analysis for products, services, channels, member segments, and portfolio performance, including assessment of new offerings and key value drivers.
• Perform scenario, sensitivity, variance, and trend analysis to help leadership evaluate financial outcomes and make informed business decisions.
• Contribute to asset and liability management reporting, including analysis related to balance sheet performance, liquidity, and concentration exposure.
• Support loan and deposit portfolio reviews and assist with forecasting tied to balance sheet strategy and broader business initiatives.
• Collaborate with business teams and technology partners to create reliable data solutions, reporting frameworks, dashboards, and scorecards that scale effectively.
• Validate report accuracy, resolve data quality issues, and improve documentation, controls, and reporting processes to strengthen consistency and reliability.
• Present financial findings and recommendations to leaders in a concise, persuasive manner, making complex concepts accessible to both technical and non-technical audiences. • 5+ years of experience in financial analysis, financial planning, or related analytical roles.
• Demonstrated expertise in financial modeling, variance analysis, and ad hoc analysis within a complex business environment.
• Experience supporting asset liability management activities, including liquidity, portfolio, and risk-related analysis.
• Strong background in business intelligence, reporting, and data analysis (Preferred: work with BI/DW environments and reporting tools such as BIRT.)
• Ability to interpret large data sets, identify root causes, and convert findings into actionable business recommendations.
• Proven skill in building dashboards, scorecards, and automated reporting solutions with a high degree of accuracy and attention to detail.
• Strong communication and presentation abilities, with experience delivering insights to leadership and cross-functional stakeholders.