Financial Analyst

WORKCARE INC•Orange, CA

8d•$65,000 - $80,000•Onsite

About The Position

We are seeking a detail-oriented and analytical Financial Analyst to support the Finance and Operations teams through the preparation of ad hoc financial analysis, operational reporting, and performance insights. This role will play an important part in providing timely and accurate information to operational leaders, identifying trends, and helping drive data-informed decision-making across the business. The ideal candidate will have strong analytical skills, advanced Excel and systems capabilities, and an interest in understanding how financial performance connects to operational outcomes.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
1-5 years of experience in finance, accounting, financial analysis, business analysis, or a related role.
Understanding of financial statements and basic financial analysis concepts.
Curiosity and willingness to learn in a fast-paced environment
Strong verbal, written and interpersonal communication skills.
Must be able to demonstrate the ability of maintaining privacy and confidentiality.
Strong critical thinking skills; problem solving, and decision making.
Must have the ability to gather data, compile information and prepare reports.
Ability to manage multiple priorities, with attention to detail and accuracy.
Ability to create and edit written materials.
Ability to react quickly to changing business needs and adapt to dynamic business environments.
Ability to communicate effectively to a variety of audiences.
Must be able to work under pressure meeting multiple and sometimes competing deadlines.
Skill in organizing resources and establishing priorities.
Demonstrate cooperative behavior with colleagues and supervisors.
Strong time management, organizational, and follow-through skills.
Ability to meet and exceed daily and weekly individual performance goals.
Ability to work independently as well as assisting other team members when needed.
Competent in the Windows operating system environment, Adobe Professional, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint) and learn other software as needed.
Advanced Microsoft Excell skills, including PivotTables, lookups, and data analysis functions.
Experience working with large datasets.

Nice To Haves

Internship or co-op experience in finance or analytics is preferred.
Familiarity with Power BI, Tableau, or similar reporting tools preferred.

Responsibilities

Prepare recurring and ad hoc financial reports for operational and executive stakeholders.
Analyze revenue, costs, margins, labor, and operational performance metrics.
Assist in the monthly reporting cycle, including variance analysis against budget, forecast, and prior-period results.
Identify trends, risks, and opportunities through financial and operational data analysis.
Support the development and enhancement of management reporting packs and dashboards.
Produce operational KPI reports and performance scorecards.
Partner with operational leaders to understand reporting requirements and business drivers.
Maintain reporting accuracy and ensure consistency across data sources.
Assist with the tracking and analysis of workforce, productivity, utilization, and service delivery metrics.
Support operational reviews by providing timely financial insights and analysis.
Extract, validate, and reconcile data from multiple systems.
Improve existing reporting processes through automation and standardization where possible.
Maintain reporting documentation and ensure data integrity.
Assist with special projects and business cases as required.
Respond to ad hoc reporting requests from Finance and Operations teams.
Provide analysis and commentary to support business decisions.
Collaborate with cross-functional teams to gather information and address reporting needs.