Associate Financial Analyst

Comfort Keepers

. Support budgeting, forecasting, and long-range financial planning processes .

Posted 11/11/2026full-timeIrvine • California • United StatesJuniorMid-Level💰 $27 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and forecasting, with advanced proficiency in Microsoft Excel and the ability to produce actionable insights from financial data. Strong analytical skills and attention to detail support effective collaboration with cross-functional teams to enhance financial reporting accuracy and streamline processes.

Highest-signal resume keywords

Advanced Microsoft Excel SkillsFinancial ModelingBudgeting And ForecastingAnalytical And Problem-Solving SkillsFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance AnalysisData AnalysisAccrual AnalysisFinancial ReportingExcel-Based Financial ModelsBudgetingForecastingTrend AnalysisOperational Data Analysis

Soft Skills

Attention To DetailOrganizational SkillsTime ManagementWritten CommunicationVerbal Communication

Tools & Technologies

Business CentralQuickBooksSalesforcePower BITableauPowerPoint

Industry Keywords

Financial StatementsManagement ReportingCross-Functional CollaborationFinancial ProcessesFinancial Trends

Tech Stack

Tools & technologies

ERPTableau

About the role

Key responsibilities & impact

Support budgeting, forecasting, and long-range financial planning processes
Prepare and maintain recurring financial reports, dashboards, and management presentations
Analyze actual results against budget and forecast, identify key variances, and communicate findings and underlying drivers
Develop and maintain Excel-based financial models, spreadsheets, and analytical tools
Analyze financial and operational data to identify trends, risks, opportunities, and areas for improvement
Assist with month-end financial reporting, accrual analysis, and reconciliation of financial data in partnership with accounting
Partner with Finance and business stakeholders to gather inputs, validate assumptions, and update financial forecasts
Identify opportunities to improve reporting accuracy, automate recurring analyses, and streamline financial processes
Collaborate with Accounting and other departments to ensure financial information is accurate, consistent, and actionable
Perform special projects and financial analyses to support management and business objectives
Produce accurate and timely financial analyses, support reliable budgeting and forecasting, identify meaningful financial trends and variances, and deliver actionable insights that drive business performance

Requirements

What you’ll need

Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field
Advanced Microsoft Excel skills, including advanced formulas, pivot tables, lookup functions (XLOOKUP/VLOOKUP), and data analysis
Strong analytical, quantitative, and problem-solving skills
Understanding of financial statements, budgeting, forecasting, and variance analysis
High attention to detail and a commitment to accuracy
Strong organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines
Excellent written and verbal communication skills
Ability to work independently while collaborating effectively with cross-functional teams
Experience with month end closing, financial modeling and management reporting (preferred)
Familiarity with financial systems, ERP platforms, or planning tools such as Business Central, QuickBooks and Salesforce (preferred)
Experience with PowerPoint and presenting financial results to management (preferred)
Exposure to Power BI, Tableau, or other data visualization tools (preferred)