Financial Analyst

Chipman Corporation invites you to join our San Ramon, California team as a Financial Analyst. This onsite role blends rigorous financial analysis with a culture grounded in structure, consistency, and accountability. We offer a competitive compensation package of USD 90,000 - 100,000 per yearly, plus a complete benefits package including 401(k) with matching, health, dental, and vision insurance, life insurance, and paid time off, along with a performance bonus opportunity. The company has a long-standing reputation spanning over 85 years and provides real opportunities to grow within a high-performing finance group.

Responsibilities

• Prepare and analyze recurring financial and operational reports, including sales, revenue, profitability, commissions, cash flow, and key performance indicators.
• Develop financial forecasts, annual budgets, and reforecasts in partnership with branch and department leaders to support business planning and decision-making.
• Perform branch and service-line profitability analysis, budget variance reporting, margin validation, and financial performance reviews.
• Manage compliance-related financial reporting, audit support, lease and CAM reconciliations, and statutory filing workpapers while ensuring data accuracy and regulatory compliance.
• Prepare executive and board-level financial reporting, dashboards, and business performance summaries.
• Conduct strategic financial analyses, including capital investment evaluations, pricing and margin analysis, cash flow and covenant modeling, acquisition and expansion modeling, and other projects supporting executive leadership and the CFO.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Strong financial modeling and analytical skills with advanced Excel
• Ability to work fluently from accounting actuals and translate them into management insight
• Strong communication skills and comfort presenting to executive leadership
• Transportation, logistics, or multi-branch operating experience a plus

Technologies

• Microsoft Excel

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Why join us

• 85+ years as a trusted, industry leading company
• Strong focus on structure, consistency, and accountability
• Real opportunity to make an impact and grow within a high performing finance team
• Competitive compensation, performance bonus, and complete benefits package