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Financial Analyst
Financial AnalystJMJ PHILLIP • Dieppe, Westmorland County, CA
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Financial Analyst

Financial Analyst

JMJ PHILLIP • Dieppe, Westmorland County, CA
30+ days ago
Job type
  • Full-time
Job description

We are seeking a highly skilled and detail-oriented Financial Analyst to serve as the go-to person for data analytics, modeling, and KPI reporting across finance, operations, and sales. This role requires the ability to transform large, unstructured data sets from rental software, ERP systems, APIs, and industry sources into actionable insights, reports, and dashboards for decision-makers. The ideal candidate will be comfortable working with data at scale, have strong technical expertise, and bring strategic insights to support growth, acquisitions, and operational performance.

Position Responsibilities

Data Analytics & Reporting

  • Consolidate and analyze large datasets from ERP systems, rental software, and APIs.
  • Build Power BI dashboards to visualize performance trends and KPIs.
  • Develop, maintain, and deliver financial models, dashboards, and KPI reports to support management decisions.

Business Insights & Strategy

  • Provide insights and recommendations on fleet utilization, pricing, customer profitability, and operational efficiency.
  • Partner with Finance, Operations, and Sales teams to design and track performance metrics.
  • Identify trends, risks, and opportunities in financial and operational performance.

Acquisition Support

  • Support due diligence, valuation, and integration activities for add-on acquisitions.
  • Prepare data visualizations, charts, and presentations for senior management and board reporting.

Accuracy & Compliance

  • Ensure accuracy, consistency, and timeliness of reporting across the business.

Prerequisites

  • Minimum 5 years of experience in financial analysis, data analytics, or a related role.
  • Strong background in financial modeling, budgeting, and forecasting.
  • Expert-level skills in Excel (advanced formulas, pivot tables, macros, and modeling).
  • Proficiency in Power BI (or similar BI/visualization tools).
  • Experience working with APIs and ERP systems to pull and structure data.
  • Strong communication skills, with the ability to present findings clearly to both financial and non-financial stakeholders.
  • Self-starter with the ability to work independently and across multiple teams in a fast-paced environment.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.

Certifications (Preferred, but not Required)

  • CPA, CFA, or MBA.

What the Role Offers

  • Salary range: $90,000–$120,000 annually.
  • Opportunity to play a critical role in driving strategic growth and performance.
  • Hands-on involvement in acquisitions, pricing strategies, and operational decision-making.
  • Exposure to data-driven projects in finance, operations, and sales.
  • Collaborative environment with cross-functional teams.

Why Dieppe?

Dieppe offers a strong balance of community living and economic opportunity. It is a growing hub with access to skilled talent, modern infrastructure, and a supportive business environment. For professionals, it combines an affordable lifestyle with proximity to thriving industries, making it an excellent place to build a career in finance and analytics.

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Financial Analyst • Dieppe, Westmorland County, CA

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