Financial Analyst – FP&A

Origence; Irvine (CA); On-site; USD 112,000 - 135,000; Full time

Benefits offered by this job

401k 8% match

Flexible work environment

Competitive PTO

Tuition reimbursement

Health & wellness benefits

Microsoft Copilot and AI tools

Continuous learning & development

Company events & traditions

Job summary

Origence, a leading fintech SaaS provider for credit unions, seeks a Financial Analyst FP&A to drive planning, reporting and analytics. You will build financial models, develop Power BI dashboards, and partner with Finance, Product, and Operations to deliver insights.

A Bachelor's in Finance, 5–10 years FP&A/analytics, and advanced Excel/Power BI skills are required; experience with Adaptive Planning and SQL is a plus.

Qualifications

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

Responsibilities

• Support annual budgeting, quarterly forecasting and long range planning processes.
• Prepare monthly financial reporting packages, variance analyses and management presentations.
• Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations and business cases.
• Analyze financial and operational performance, identifying key trends, risks and opportunities.
• Partner with business leaders and Finance team members to deliver actionable insights and recommendations.

Skills

Advanced Excel

Financial Modeling

Power BI

SQL

Data Analysis

Presentation Skills

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems or a related field

Tools

Adaptive Planning

Microsoft Fabric

Enterprise Data Warehouse

Job description

Shaping the Future of Lending With 30 years of fintech leadership Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible efficient and competitive We invest in our people and foster a culture of innovation ownership and continuous improvement As we help shape the future of lending were leveraging AI to enhance the way we work and create value for our clients and were seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact Origence is seeking a highly analytical and technology driven Financial Analyst FP&A to support financial planning reporting business intelligence and analytics initiatives across the organization This role serves as a key partner to the FP&A team by delivering financial analysis developing Power BI reporting solutions supporting planning processes and leveraging enterprise data to drive business insights The ideal candidate combines strong financial acumen with modern data and business intelligence capabilities and is passionate about improving decision making through data automation and reporting excellence The Origence Mindset At Origence we are self aware adaptable and relentlessly focused on creating meaningful impact We think like owners embrace complexity and ambiguity challenge conventional thinking and continuously pursue smarter more effective ways to solve problems and advance the business If this mindset reflects who you are you may be exactly who were looking for

How Youll Contribute

Financial Planning & Analysis

• Support annual budgeting, quarterly forecasting and long range planning processes
• Prepare monthly financial reporting packages, variance analyses and management presentations
• Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations and business cases
• Analyze financial and operational performance, identifying key trends, risks and opportunities
• Partner with business leaders and Finance team members to deliver actionable insights and recommendations

Business Intelligence & Reporting Design

• Develop/m maintain Power BI dashboards, scorecards and reporting solutions
• Create executive, departmental and operational KPI reporting
• Automate recurring reporting processes to improve efficiency, consistency and accuracy
• Translate business requirements into scalable reporting and analytical solutions
• Support development and governance of enterprise reporting standards and metric definitions

Data & Analytics

• Analyze financial and operational data to identify trends, business opportunities and performance drivers
• Leverage enterprise data sources and data-warehouse environments to support reporting and analytics
• Utilize SQL and other analytical tools to extract, transform and analyze data
• Perform ad-hoc analyses to support Finance, Product, Operations and Executive Management
• Assist with data validation, reconciliation and data quality initiatives

Systems & Process Improvement

• Support Adaptive Planning administration, reporting and process enhancements
• Assist with planning model maintenance, data integrations and reporting improvements
• Identify opportunities to streamline planning, reporting and analytics processes through automation
• Participate in Finance transformation and business intelligence initiatives
• Collaborate with Finance IT and business stakeholders to continuously improve data accessibility and reporting capabilities

What Makes You a Great Fit

• Bachelors degree in Finance, Accounting, Economics, Business Analytics, Information Systems or a related field
• 5 – 10 years of experience in FP&A, financial analysis, business intelligence or analytics
• Advanced Excel and financial modeling skills
• Advanced Power BI experience including dashboard development, data modeling, DAX and data visualization best practices
• Strong understanding of financial statements, budgeting, forecasting and performance analysis
• Excellent analytical, communication and presentation skills
• Ability to work effectively across Finance, Technology and business teams

Your Strengths & Expertise

• Experience with Adaptive Planning
• Experience with SQL
• Experience with Microsoft Fabric
• Experience working with enterprise data warehouse environments
• Experience with reporting automation and business intelligence initiatives
• Experience in financial services lending fintech SaaS or technology organizationsWorking knowledge of ASC606Serve as a Finance analytics resource and Power BI subject matter expertBridge Finance IT and Data teams to deliver scalable reporting solutionsImprove reporting automation and reduce manual processesDeliver timely accurate and actionable business insightsSupport the continued evolution of Finance into a more data driven and analytics focused organizationBring your ideas your curiosity and your unique perspective Well provide the opportunities tools and support to help you succeed

How We Invest in You

• 401k with 8 Company Match
• Flexible Work Environment
• Competitive Paid Time Off
• Tuition Reimbursement & Education Benefits
• Comprehensive Health & Wellness Benefits
• Microsoft Copilot and AI Enabled Tools
• Continuous Learning & Development Opportunities
• A culture of connection celebration and growth through employee driven programs company events holiday celebrations Star Wars Day monthly town halls quarterly company meetings and team traditions like Bring Your Kid to Work Day

Recognizing Your Impact

The starting salary range for this full time position is 111800 135000 per year We offer competitive compensation designed to recognize the value experience and contributions each team member brings to Origence Base pay is determined by factors including experience geographic location and internal equity and eligible positions may participate in our annual bonus program

Origence is an equal opportunity employer All recruitment hiring training compensation benefits discipline and other terms and conditions of employment will be based upon an individuals qualifications regardless of race religion color sex gender identity sexual orientation national origin ancestry military service marital status pregnancy age protected medical condition genetic information disability or any other category protected by federal state or local law