Financial Analyst

Our logistics client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. The Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics.

You will have the opportunity to report directly to the Director of FP&A.

Job Title: Financial Analyst

Location: near Long Beach

Job Status (direct hire, temp, temp with possibility of hire) – This role is a direct hire role.

Job Site Status (onsite/hybrid/remote) – Our client has a hybrid status of four days/week in the office and one day work from home.

Compensation – Salary range is $100,000–$105,000 per year a bonus component based on individual and company performance.

RESPONSIBILITIES OF THE FINANCIAL ANALYST

Financial Planning and Analysis (FP&A) – Budgeting and Forecasting

• Assist in developing and maintaining monthly and quarterly forecasts, identifying trends, risks, and opportunities.
• Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
• Support long-range financial planning and scenario modeling to guide strategic business decisions.

Financial Planning and Analysis (FP&A) – Data Analysis

• Gather data from diverse sources (ERP, POS, and other platforms)
• Integrate data.
• Analyze data using Business Intelligence (BI) tools.
• Present proposals based on data analysis.

Financial Planning and Analysis (FP&A) – Data Maintenance

• Track performance metrics to measure business performance.
• Generate ad hoc analysis and financial reporting.

Financial Planning and Analysis (FP&A) – Budgeting and Forecasting

• Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
• Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.

Process Improvements

• Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
• Support financial system upgrades and automation initiatives to enhance reporting capabilities.
• Ensure internal controls and compliance with financial policies and best practices.
• Assist in the development of financial tools and models to support decision-making.

Miscellaneous

• Partner with the Accounting team to generate financial reports.
• Accept all relevant tasks as given by upper management.

QUALIFICATIONS OF THE FINANCIAL ANALYST

Required

• Bachelor’s degree in accounting, finance, or a comparable major.
• 3 years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
• Proficient understanding of Key Performance Indicators (KPI’s)
• Accounting Knowledge

Preferred

• Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.

SKILLS OF THE FINANCIAL ANALYST

Required

Technical

• Advanced Excel skills
• Ability to build models entirely from scratch (not just maintain/update)
• Large data-set interpretation

Interpersonal

• Executive presence.
• Superb analytical and critical thinking skills.
• Diligence and accuracy.
• Impeccable communication skills.
• Inquisitive

Preferred

Technical

• Power BI or Tableau or Planful or equivalent program like BI 360, Anaplan, OneStream.

For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.