Finance Analytics & FP&A Power BI Lead (Hybrid)

cudirect

Irvine (CA)

Hybrid

USD 112,000 - 135,000

Full time

3 days ago
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Benefits offered by this job

401(k) with company match
Flexible work environment
Competitive PTO
Tuition reimbursement
Health & wellness benefits
AI-enabled tools
Continuous learning
Team events & growth opportunities

Job summary

Origence, a 30-year fintech leader in lending solutions, seeks a highly analytical FP&A Financial Analyst to support planning, reporting, BI, and analytics across the organization.

This role partners with the FP&A team to deliver financial analysis, develop Power BI reporting solutions, and leverage enterprise data to drive insights. A hybrid schedule requires a minimum of 3 days in the office each week.

Qualifications

  • 5-10 years of FP&A, financial analysis, BI, or analytics experience.
  • Advanced Excel and financial modeling skills.
  • Advanced Power BI experience: dashboards, data modeling, DAX, visualization best practices.
  • Strong understanding of financial statements, budgeting, forecasting, and performance analysis.
  • Excellent analytical, communication, and presentation skills.
  • Ability to work across Finance, Technology, and business teams.

Responsibilities

  • Support annual budgeting, quarterly forecasting, and long-range planning.
  • Prepare monthly financial reporting packages, variance analyses, and management presentations.
  • Develop financial models to support strategic initiatives and business cases.
  • Analyze financial and operational performance to identify trends, risks, and opportunities.
  • Design, develop, and maintain Power BI dashboards and KPI reporting.
  • Automate recurring reporting processes to improve efficiency and accuracy.

Skills

Advanced Excel
Financial modeling
Data visualization
Analytical skills
Communication & presentation
Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics/IS

Tools

Power BI
SQL
Adaptive Planning
Microsoft Fabric

Job description

Origence, a 30-year fintech leader in lending solutions, seeks a highly analytical FP&A Financial Analyst to support planning, reporting, BI, and analytics across the organization.

This role partners with the FP&A team to deliver financial analysis, develop Power BI reporting solutions, and leverage enterprise data to drive insights. A hybrid schedule requires a minimum of 3 days in the office each week.

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