Financial Analyst

Financial Analyst

Summary:

The Financial Analyst supports financial planning, budgeting, and reporting activities across the organization, delivering timely insights to guide business performance. This role is responsible for preparing reports, analyzing trends, and collaborating cross-functionally to solve business challenges and improve financial visibility. The ideal candidate is detail-oriented, proficient in financial tools and data visualization, and eager to grow in a fast-paced environment.

Responsibilities:

• Prepare and maintain budgets, forecasts, and cash flow reports across multiple business entities.
• Produce monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
• Create and maintain interactive dashboards and executive reports using Tableau and Excel.
• Support board and management presentations with clear, accurate financial summaries.
• Analyze sales, margin, and expense trends to identify risks, opportunities, and areas for improvement.
• Partner with cross-functional teams (e.g., Merchandising, Operations) to interpret data and resolve business issues.
• Assist in preparing capital expenditure analyses and supporting documentation for leadership approval.
• Ensure accuracy and integrity of actual and forecast data by helping maintain financial controls and systems.
• Contribute to ongoing process improvements by understanding business workflows across the company.
• Assist with adoption of new ERP and reporting systems to enhance financial efficiency.
• Perform other duties as assigned by management.

Qualifications:

• A bachelor’s degree in accounting, Finance, Business Management, or a related field is required; a Master's degree is preferred.
• 2 years of financial analysis experience, preferably in retail, wholesale or logistic industry.
• Adaptable and willing to work flexible schedules to meet operational needs.
• Proficiency in Tableau or other data visualization tools is required.
• Advanced Excel skills and familiarity with data warehousing or ERP systems (e.g., SAP, NetSuite) strongly preferred.
• Strong analytical and financial modeling skills with the ability to simplify complex data.
• Effective written and verbal communication skills, with the ability to collaborate across teams.
• Demonstrated ethical judgment, professionalism, and discretion when handling sensitive information.
• Eagerness to learn, adapt, and grow in a dynamic business environment.
• Ability to manage competing priorities and meet deadlines in a fast-paced setting.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.

Position Details:

• Employment Type: Full Time
• Location: 6338 Regio Ave, Buena Park, CA 90620

Benefits:

• Medical, Dental, Vision, and Life Insurance.
• 401 (k) Retirement Saving Plan with 4% Company Match.
• Long-Term Services Award.
• Employee Discount.
• Paid Time Off.

Compensation:

The pay range for this job starts at $70,000 - $80,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.

Beware of Job Scams:

We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written job descriptions, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: https://www.indeed.com/career-advice/finding-a-job/job-scams

Disclaimer:

Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.