Strategic Finance Analyst

Posted 10 Hours Ago
Irvine, CA
80K-95K Annually
Junior
Financial Services
The Role
The Strategic Finance Analyst will develop financial models, analyze data to drive business insights, support strategic planning, and collaborate across teams. Responsibilities include budgeting, KPI tracking, and preparing reports for management.
Summary Generated by Built In

🚀 Join Our Team as a Strategic Finance Analyst! 🚀

Do you live and breathe Excel? Can you turn mountains of data into clear business insights? If you’ve got a knack for financial modeling, a sharp eye for trends, and the ability to make strategic decisions based on data, we want YOU on our team! As a Strategic Finance Analyst, you’ll be at the heart of our financial operations, helping drive key business decisions with your expertise in data analysis, financial principles, and (of course) some serious Excel wizardry. Bonus points if you’re a SQL pro! Ready to crunch numbers and make an impact? Let’s talk! 📊💡

About Us:

At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future.

Our vision? To become the next-generation financial services company that guides people from debt to WEALTH.

Here’s what you’ll enjoy:

  • Opportunities for career growth and advancement.
  • A supportive, mission-driven team passionate about making a difference.
  • Company perks like swag, catered lunches, teambuilding activities, and quarterly events.
  • State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center.
  • A culture of recognition, appreciation, and celebration.
  • Our 30,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.

COMPENSATION:

  • $80,000 - $95,000 annually, depending on experience

WHAT MAKES US THE BEST?

  • Energetic, supportive, and collaborative working environment 

  • Continuous employee development, coaching, and training 

  • Work-life balance 

WHAT YOU'LL DO: 

The Strategic Finance Analyst is responsible for financial modeling, data analysis, and strategic planning to support key business decisions. This role requires Excel skills, a strong understanding of financial principles, and experience working with large datasets. Knowledge of SQL is a strong plus, as this role will involve extracting and analyzing financial data to drive business insights

  • Develop and maintain financial models to support strategic planning, forecasting, and decision-making.
  • Analyze financial and operational data to identify trends, risks, and opportunities for business growth.
  • Collaborate with cross-functional teams to provide financial insights that drive strategic initiatives.
  • Extract, manipulate, and analyze large datasets using Excel and, ideally, SQL.
  • Assist in budgeting, variance analysis, and key performance indicator (KPI) tracking.
  • Prepare financial reports, dashboards, and presentations for senior management.
  • Conduct industry and competitive analysis to inform strategic recommendations.
  • Support ad-hoc financial analysis and special projects as needed.
  • Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook.
  • Other duties as assigned.

WHAT YOU'LL NEED:

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • 2+ years of experience in financial analysis, strategic planning, or a related role.
  • Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.
  • Strong analytical and problem-solving skills with keen attention to detail.
  • Ability to work with large datasets and extract meaningful insights.
  • Excellent communication and presentation skills.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Experience with SQL for data extraction and analysis.
  • Familiarity with business intelligence tools such as Power BI or Tableau.
  • Experience in financial planning & analysis (FP&A) or corporate strategy.
  • Understanding of accounting principles and financial statements.

ADDITIONAL PERKS & BENEFITS:

  • Health, dental, and vision benefits available after 30 days of employment 
  • Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more! 
  • 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
  • Paid holidays
  • 401(k) that can be elected from day 1 of employment! 
  • The opportunity to work alongside an incredible group of people who are all driven to help others

Job Type: Full-time, exempt

Schedule: 8-hour shift, Monday to Friday 
Location: Irvine, CA 

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others. 
Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check. 

Top Skills

Excel
Power BI
SQL
Tableau
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The Company
Irvine, CA
93 Employees
On-site Workplace
Year Founded: 2018

What We Do

ALLEVIATE FINANCIAL SOLUTIONS is a premier provider of best-in-class performance based consumer debt relief services. We are committed to providing the highest level of customer care across our organization. From our performance-based fee structure and account management systems to our industry-leading service area, all aspects of our program are designed with our consumers in mind. Our programs are custom tailored to the financial situation of each client and are continuously evaluated for quality and performance improvement. We hold ourselves, and our level of service, to a high standard of excellence and will not rest until our clients are debt free. OUR MISSION is to help individuals facing true financial hardships get back on their feet and regain control of their fiscal freedom, one debt at a time.

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