Job Description
Job Description
A Financial Services company that recently moved its offices to La Jolla is hiring due to growth. The company focuses on investment opportunities in the healthcare industry and currently have nine portfolio companies under management requiring FP&A support.
We're seeking candidates with 2 or 3 years of financial modeling experience. The role supports monthly forecasting, revenue analysis, and expense tracking through Excel models, along with building operational and finance dashboards in Tableau.
Outstanding benefits and work/life balance. Apply here to be considered!
Target Salary: $75k to $90k + $20k bonus
Location: La Jolla (hybrid/remote)
Key Responsibilities
- Support monthly forecasting, budgeting, and variance analysis across portfolio companies
- Build and maintain financial models in Excel for revenue analysis, expense tracking, and performance reporting
- Partner with operations and finance leaders to develop dashboards and reporting tools using Tableau
- Assist with ad hoc financial analysis to support strategic and operational decisions
- Help standardize reporting processes and improve financial visibility across the organization
Qualifications
- 2–3 years of experience in Financial Analysis, FP&A, Corporate Finance, or a related role
- Strong financial modeling and Excel skills (advanced formulas, clean model structure)
- Experience building dashboards or reporting in Tableau (or similar BI tools)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Strong analytical mindset with the ability to communicate insights clearly
Company DescriptionTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp
Company Description
Transition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp