Senior Financial Analyst
Robert Half
San Diego
Posted October 8, 2026
Description
<p>A rapidly growing, private equity-backed organization is seeking a Senior Financial Analyst to become the first dedicated FP&A hire within the company. This is a highly visible opportunity to partner directly with the CFO and Controller while helping build the financial planning and analysis function from the ground up.</p><p><br /></p><p>The company has experienced significant growth over the past 18 months and is investing heavily in finance infrastructure, reporting, and strategic planning capabilities to support continued expansion.</p><p><br /></p><p>What You'll Do</p><ul><li>Lead annual budgeting and forecasting processes across multiple departments</li><li>Develop detailed financial models, including scenario planning and three-statement models</li><li>Analyze financial and operational performance, identify key trends, and provide actionable recommendations</li><li>Partner directly with department leaders to improve financial accountability and planning</li><li>Support strategic initiatives, growth opportunities, and new business modeling</li><li>Create reporting packages, dashboards, and KPI tracking tools for executive leadership</li><li>Work with imperfect and evolving data sets to develop meaningful business insights</li><li>Leverage AI and modern analytical tools to improve efficiency and decision making</li><li>Help establish scalable FP&A processes, reporting structures, and best practices</li></ul><p><br /></p><p>What We're Looking For</p><ul><li>Bachelor's degree in Finance, Accounting, Economics, Business, or related field</li><li>2-4 years of FP&A, corporate finance, consulting, transaction advisory, investment banking, or related analytical experience</li><li>Strong financial modeling and advanced Excel skills</li><li>Experience supporting budgeting and forecasting processes</li><li>Ability to thrive in a fast-paced, entrepreneurial environment</li><li>Comfortable working independently with significant ownership and accountability</li><li>Strong communication skills with the ability to partner directly with business leaders</li><li>Experience in smaller or high-growth organizations preferred</li><li>Healthcare or services industry experience is a plus</li><li>Experience utilizing AI tools as part of financial analysis is highly desirable</li></ul><p><br /></p><p>Why This Opportunity Stands Out</p><ul><li>First dedicated FP&A hire with the opportunity to build the function from the ground up</li><li>Direct partnership with the CFO and Controller</li><li>Significant exposure to executive leadership and strategic decision-making</li><li>High-growth, private equity-backed environment</li><li>Opportunity to lead budgeting, forecasting, and financial modeling efforts</li><li>Broad scope with meaningful influence on company performance</li><li>Strong career growth potential as the organization continues to scale</li></ul><p><br /></p><p>Compensation & Benefits</p><ul><li>$110,000 - $135,000 base salary</li><li>Discretionary bonus opportunity</li><li>Comprehensive benefits package</li><li>Hybrid work environment in San Diego</li><li>Opportunity to join a company during a transformational growth phase</li></ul><p><br /></p><p>If you're looking for an opportunity to move beyond traditional reporting and become a strategic finance partner within a rapidly expanding organization, we'd love to connect.</p><p><br /></p><p><strong>Apply directly or message me for additional details.</strong></p>
Job Overview
Location
San Diego
Job Type
full time
Date Posted
October 8, 2026