What are the responsibilities and job description for the Senior Financial Analyst position at Addison Group?
Location: Diamond Bar
Compensation: $100,000 - $115,000/yr Bonus
Benefits: Fully covered employee premiums for healthcare as well as profit sharing
About The Company
We are a growing, multi-entity organization operating across distribution, logistics, and inventory-driven business models. Our team supports a diverse portfolio of customers and operations, with a strong focus on efficiency, scalability, and financial discipline.
With a dynamic operating environment and continued expansion, we are investing in strengthening our FP&A capabilities to drive better visibility, forecasting accuracy, and strategic decision-making across the business. This is an opportunity to join a collaborative finance team and contribute meaningfully to the company’s next phase of growth.
Position Overview
The Senior Financial Analyst – FP&A will play a key role in forecasting, financial modeling, reporting, and decision support across multiple business units and entities.
This is a finance-first role with exposure to select accounting activities that help connect analysis directly to financial results. The ideal candidate enjoys working with complex data, building models from scratch, and partnering cross-functionally to drive actionable insights.
This role offers strong visibility across finance leadership and a clear path toward expanded responsibility and long-term career growth.
Key Responsibilities
Financial Planning & Analysis (Primary Focus)
Within the first year, the successful candidate will:
IND2
Compensation: $100,000 - $115,000/yr Bonus
Benefits: Fully covered employee premiums for healthcare as well as profit sharing
About The Company
We are a growing, multi-entity organization operating across distribution, logistics, and inventory-driven business models. Our team supports a diverse portfolio of customers and operations, with a strong focus on efficiency, scalability, and financial discipline.
With a dynamic operating environment and continued expansion, we are investing in strengthening our FP&A capabilities to drive better visibility, forecasting accuracy, and strategic decision-making across the business. This is an opportunity to join a collaborative finance team and contribute meaningfully to the company’s next phase of growth.
Position Overview
The Senior Financial Analyst – FP&A will play a key role in forecasting, financial modeling, reporting, and decision support across multiple business units and entities.
This is a finance-first role with exposure to select accounting activities that help connect analysis directly to financial results. The ideal candidate enjoys working with complex data, building models from scratch, and partnering cross-functionally to drive actionable insights.
This role offers strong visibility across finance leadership and a clear path toward expanded responsibility and long-term career growth.
Key Responsibilities
Financial Planning & Analysis (Primary Focus)
- Analyze profitability across customers, product lines, and operational segments
- Build and maintain rolling forecasts for revenue, margin, operating expenses, and cash flow
- Develop financial models supporting scenario planning, working capital management, and operational efficiency
- Prepare monthly reporting packages and dashboards with clear commentary
- Perform variance analysis and communicate key performance drivers
- Assist with consolidated reporting across multiple entities
- Support month-end financial analysis and variance review
- Collaborate with accounting to reconcile financial results and investigate discrepancies
- Contribute to preparation of monthly and quarterly financial reporting
- Partner with operations and accounting teams to align financial and operational data
- Support planning initiatives including pricing, forecasting, and cash flow management
- Translate financial analysis into clear insights for business stakeholders
- Build scalable reporting tools and dashboards
- Improve forecasting models and reporting workflows
- Standardize reporting templates to support company growth
- Identify opportunities to improve financial visibility and reporting speed
Within the first year, the successful candidate will:
- Build reliable rolling forecasts across multiple entities
- Deliver clear monthly reporting that enhances leadership decision-making
- Improve visibility into profitability, working capital, and operational performance
- Strengthen alignment between operational activity and financial results
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5 years of experience in FP&A, financial analysis, or hybrid finance/accounting roles
- Experience working in multi-entity environments preferred
- Advanced Excel skills with strong financial modeling capabilities
- Experience with BI tools (Power BI, Tableau, or similar) is a plus
- Strong analytical, communication, and cross-functional collaboration skills
- Ability to translate large datasets into meaningful business insights
- Experience in distribution, manufacturing, or inventory-heavy environments preferred
IND2
Salary : $100,000 - $115,000