Financial Analyst II

Financial Analyst II (Financial Planning & Analysis)

Location: Irvine, CA 92614 Job Type: Full-Time Salary: XXXXXXXXXXX,000 - XXXXXXXXXXX,000 Annually

Position Summary

We are seeking a detail-oriented Financial Analyst II (FP&A) to support financial planning, budgeting, forecasting, and business analysis. The ideal candidate will partner with project managers and business leaders to develop financial forecasts, monitor budget utilization, perform variance analysis, and provide actionable insights to support strategic business decisions. This role requires strong analytical skills, advanced Excel proficiency, and experience with financial reporting and budgeting processes.

Key Responsibilities

• Support the annual budgeting and financial planning process.
• Prepare monthly and quarterly financial forecasts, budget reports, and variance analyses.
• Develop financial dashboards and reporting packages for management.
• Analyze financial data to support budgeting, forecasting, cost optimization, and business initiatives.
• Support monthly accounting close activities, including accruals, revenue recognition, and variance analysis.
• Monitor budget utilization and maintain accurate budget adjustments and expense tracking.
• Review and audit financial data from ERP systems and other sources to ensure accuracy.
• Partner with business units and project managers to provide financial analysis and recommendations.
• Prepare ad hoc financial reports, business analyses, and management presentations.
• Identify process improvement opportunities and implement best practices within financial planning and reporting.
• Conduct financial and industry research to support strategic decision-making.
• Collaborate with cross-functional teams on special projects and corporate initiatives.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 5+ years of Financial Planning & Analysis (FP&A) experience.
• Advanced Microsoft Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas, financial modeling, data analysis).
• Strong experience with budgeting, forecasting, financial reporting, and variance analysis.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Ability to work collaboratively in a cross-functional environment.

Preferred Qualifications

• Experience with SAP, Oracle Fusion, or other ERP systems.
• Knowledge of SQL, RPA, or data visualization tools (Power BI, Tableau, etc.).
• Experience with financial dashboards and KPI reporting.
• Continuous process improvement experience within finance operations.