Sr. Financial Planning Analyst

Senior Financial Planning Analyst (Hybrid, 4 days onsite)
Irvine, CA 92618
6 month contract (potential extension)

Responsibilities

• Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions
• Analyzes financial and business information and key drivers at a business unit or functional level to assess business issues, draw conclusions and provide recommendations for determining courses of action.
• Develops, delivers and assesses the fiscal year plan and forecasts for a business unit or function as well as multi-year financial projects
• Supports the annual budgeting process with analysis, reporting, and financial modeling
• Develops and delivers moderate to complex business management reports and key financial metrics, including recurring financial analysis
• Performs ad hoc financial analysis

Skills

• – Able to critically analyze situations and solve problems effectively.
• – Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines.
• – Demonstrates analytical skills in areas of high complexity and ambiguity.
• – Experience in analyzing complex financial reports.
• – General knowledge of mutual funds or experience in the investment management industry is preferred.
• – Strong communication skills and ability to effectively partner with the global finance team.

Requirements

• Must have: Financial modeling, variance analysis, financial reporting (budget, actuals, forecast), capex/opex understanding, HC/workforce/vendors/contractors expense management.
• Nice to have: tech industry knowledge (e.g., Cloud, Infra, FinOps, AI).
• Tools: SAP/S4/Hana, SAC, PBI, very strong in excel
• Requires a minimum of 3 years of experience in accounting, finance, or a related function. Maximum 6 years of experience
• Requires a Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
• MBA is preferred but not required.
• Strong written and verbal communication skills; strong presentation skills.
• Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP).
• Exceptional analytical skills and the ability to understand the impact of operations on financial results