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Financial Analyst in Oxnard, CA at Lucas Group

Date Posted: 1/12/2019

Job Snapshot

Job Description

Group is North America's premier executive search firm. Since 1970, our culture and methodologies have driven superior results. We assist mid-tier to Fortune 500 clients find transcendent, executive talent; candidates fully realize their career ambitions; and associates find professional success.

Key Responsibilities:

  • Prepare financial forecasts, projections and budgets
  • Prepare cash flow projections
  • Analyze and compare financial performance vs. prior periods and forecasts
  • Report on financial performance and prepare periodic reporting packages for bank and management
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the accounting team to ensure accurate financial reporting and decision support
  • Determine proposed selling prices to customers for inclusion in customer proposals
  • Guide cost analysis process by establishing and enforcing policies and procedures
  • Provide analysis of trends and forecasts and recommend actions for optimization
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
  • Provide creative alternatives and recommendations to reduce costs and improve financial performance
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, and tools
  • Increase productivity by developing automated reporting/forecasting tools
  • Perform market research, data mining, and business intelligence
  • Maintain a strong financial analysis foundation creating forecasts and models


  • 3+ years of business finance or other relevant experience
  • BA or BS degree in Finance, Accounting, Economics, or similar field
  • Strong fluency with Excel formulas (pivot tables, V-Look-ups, etc . . .)
  • Proven work experience in a quantitatively-heavy role
  • Strong quantitative and analytical competency
  • Self-starter with excellent interpersonal communication and problem-solving skills

Personality and interpersonal skills:

  • Ability to streamline functions
  • Strong interpersonal skills, including written and oral communication skills
  • Comfort dealing with ambiguity and ability to work independently
  • Experience working with and presenting to senior executives
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management
  • Strong financial modeling experience