Corporate Financial Analyst

Position Summary:

The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2–3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.

Job Duties:

• Assist in the development of annual budgets, forecasts, and long-range financial plans. 
• Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
• Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
• Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
• Design and enhance standard and custom financial reports within reporting platforms.
• Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
• Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
• Support continuous improvement of FP&A processes, tools, and templates.

Job Qualifications:

• 2–3 years of experience in FP&A, corporate finance, or similar analytical role.
• Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
• Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
• Solid understanding of budgeting, forecasting, and variance analysis.
• Ability to effectively communicate financial insights to non-financial stakeholders.
• Hands-on experience with financial reporting or performance management software, such as:
  • DataRails
  • Vena Solutions
  • Workday Adaptive Planning (or comparable tools)

Schedule/Location:

• Hours: Monday-Friday 8:00am-5:00pm
• Remote - Monterey Park, CA
• Benefits Offered:
  • Medical, Dental, and Vision coverage
  • 401k
  • Paid Time Off (PTO)
  • Internet Stipend for remote workers
  • And much more!

About First Legal:

We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

Salary : $90,000 - $100,000