Senior Financial Analyst

Acuity Eye GroupSanta Ana, CA
$95,000 - $120,000Onsite

About The Position

The Senior Financial Analyst will be responsible for building a robust reporting and analytics platform. They will provide actionable financial analysis and insights to support and help optimize Company operations. This role involves performing structured as well as ad hoc analyses to deliver financial insights that aid in decision-making to craft the future of the Company. The analyst will work closely with management to research and answer operational trends and results.

Requirements

  • Bachelor’s Degree in Business Administration, Analytics, Finance, Economics, Accounting, or quantitative field (e.g., Mathematics or Statistics).
  • 4-6 years of total work experience in a combination of Analytics, FP&A, corporate or strategic finance within a public or high growth company.
  • Strong analytical and critical thinking skills with desire to seek sophisticated problems.
  • Intermediate level skills in large-scale data mining in SQL, including developing queries.
  • Intermediate level skills in developing dashboards in Tableau Desktop.
  • Advanced level skills in Excel, including VBA/Macro development.
  • Proficient in Microsoft PowerPoint.

Nice To Haves

  • Master’s Degree in Business Administration (preferred)
  • Experience in healthcare industry.
  • Experience with Excel PowerQuery.
  • Experience with Google BigQuery.
  • Expert in Tableau Desktop.
  • Familiarity with Google Big Query a plus.
  • Ability to partner cross-functionally, influence, and communicate with all levels of management; preferred experience supporting both commercial as well as functional business partners.
  • Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail.
  • Self-motivated with a passion for taking ownership of work and delivering outcomes.
  • Ability to critically assess and evaluate data to recognize trends or anomalies.
  • Analytical skills, working with large amounts of data and drawing conclusions to make recommendations based on data.
  • Accuracy and attention to detail not only in the data evaluated, but also in the models built to avoid any formula/structural mistakes.
  • Detail oriented, organized, process focused, problem solver, self-motivated proactive, customer service focused.
  • Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
  • Ability to clearly communicate orally or in writing findings and recommendations in an easy-to-understand way to colleagues and senior management.
  • Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
  • Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the organization.
  • Ability to operate effectively in a cross functional team environment.
  • Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines.
  • Team player and contributor coupled with excellent communication and interpersonal skills (oral and written).
  • Ability to respond to common inquiries from customers, staff, vendors, or other members of the business community.
  • Must address others professionally and respectfully by actions, words and deeds.
  • Experience working with, and presenting to, senior executives.
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management.

Responsibilities

  • Collaborate on highly visible and cross-functional projects to help prioritize resources and to aid in strategic decision making.
  • Perform deep-dive analyses that drive actionable insights and recommendations for growth and optimization.
  • Provide insight on financial performance, including analysis of variance to prior periods, forecasts, or budgets.
  • Understand key business drivers.
  • Extract data for analysis from varying source systems / technology.
  • Analyze large volumes of data and present in a concise and intuitive manner; interpret data to explain past financial performance and project future results.
  • Champion data integrity, by analyzing data for anomalies, continuously checking for data quality, raising question when data does not align with business logic.
  • Develop insightful dashboards in Tableau that not only answer questions but tell a coherent story with clear, easy to follow conclusions and implications.
  • Generate reports and presentations as directed or as needed.
  • Build financial models to analyze impact of business initiatives and provide recommendations that aid decision-making.
  • Identify and lead initiatives to drive improvement in the business by leveraging data and insights.
  • Communicate results of analysis to various levels of the organization.
  • Document procedures, user guides, training manuals.
  • Maintain an appropriate professional appearance and demeanor in accordance with Company policies.
  • Keep commitments and keep direct supervisor informed of work progress, timetables, and issues.
  • Maintain strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices).
  • Other duties as assigned by management.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service