Financial Analyst (Data Analytics Focus)

📍 Sacramento Area | Primarily Onsite

Are you a data-driven analyst who enjoys turning complex datasets into meaningful business insights? We're partnering with a stable and growing organization seeking a Financial Analyst with a strong analytics mindset to support strategic decision-making, forecasting, and portfolio performance analysis.

This role is ideal for someone whose background is more closely aligned with Data Analytics, Business Analytics, or Financial Data Analysis than a traditional accounting-focused Financial Analyst position.

What You'll Do

• Analyze large datasets to identify trends, risks, and opportunities
• Build and maintain financial models, forecasts, and reporting dashboards
• Create data visualizations and executive-level reporting
• Develop insights that support operational and financial decision-making
• Investigate data discrepancies and provide recommendations for improvement
• Partner cross-functionally with accounting, operations, and leadership teams
• Support budgeting, forecasting, cash flow analysis, and ad hoc reporting initiatives

What We're Looking For

✅ Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP)

✅ Power BI and Power Query experience

✅ SQL proficiency

✅ Financial modeling and forecasting experience

✅ Strong analytical and problem-solving abilities

✅ Ability to communicate complex data findings to non-technical stakeholders

✅ Self-starter who can work independently and thrive in a fast-paced environment

Preferred Qualifications

• Business Analyst, Data Analyst, Data Specialist, or Financial Analyst background
• Experience working with large, complex datasets
• Master's degree in Analytics, Data Science, Finance, or a related field is a plus
• Experience with Yardi or other property management software is highly desired

Why Consider This Opportunity?

• Bonus opportunity
• Competitive medical, dental, and vision benefits
• 401(k) match
• Strong work-life benefits including PTO, holidays, volunteer time, and wellness-focused programs
• Collaborative and mission-driven culture
• Opportunity to make a measurable impact through data-driven decision-making

The Ideal Candidate

We're looking for someone with genuine professional curiosity. Someone who doesn't simply report on the numbers but asks why, digs deeper into anomalies, and translates data into actionable business recommendations.

If you enjoy solving problems, uncovering insights, and influencing decisions through data, we'd love to connect.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance