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Financial Analyst

Financial Analyst

Steppin Stone Tax & Accounting ServicesTemecula, CA, US
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Position Overview

We are seeking a detail-oriented Part-Time Financial Reporting Analyst with strong accounting and bookkeeping experience. The ideal candidate is tech-savvy, proficient with financial software, and has some knowledge of tax reporting processes. This role will support our finance and tax teams by preparing accurate reports, maintaining financial records, and assisting with compliance reporting.

Key Responsibilities

  • Prepare and analyze financial statements, reports, and summaries for internal and external use.
  • Maintain accurate records of financial transactions and reconcile accounts.
  • Utilize accounting and bookkeeping software (e.g., QuickBooks, Xero, Excel) to manage and review financial data.
  • Assist with tax reporting preparation, including gathering financial data and supporting documentation.
  • Monitor variances, identify trends, and provide insights to improve reporting accuracy.
  • Ensure compliance with company policies and accounting standards.
  • Support management with ad hoc financial analysis and data requests.

Schedule & Compensation

  • Part-time : 15–25 hours per week, flexible schedule.
  • Pay : Competitive hourly rate, commensurate with experience.
  • Opportunity for growth into additional hours during tax season or based on performance.
  • How to Apply

    Interested candidates should submit a resume and a brief cover letter highlighting relevant experience to Janine.Govan@steppinstonetax.com with the subject line : Part-Time Financial Reporting Analyst Application .

    Requirements

    Qualifications

  • Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.
  • 2–3 years of experience in accounting, bookkeeping, or financial analysis.
  • Proficiency in accounting / bookkeeping software (QuickBooks preferred) and advanced Excel skills.
  • Strong analytical and problem-solving skills with attention to detail.
  • Tech-savvy and able to learn new financial systems quickly.
  • Basic understanding of tax reporting and filing processes is a plus.
  • Excellent organizational and time management skills with the ability to meet deadlines.
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    Financial Analyst • Temecula, CA, US