Financial Analyst - FP&A

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

Benefits offered by this job

401(k) with 8% Company Match

Flexible Work Environment

Competitive Paid Time Off

Tuition Reimbursement & Education ben.

Comprehensive Health & Wellness Ben.

Microsoft Copilot and AI-Enabled Tools

Continuous Learning & Development

Employee events and team programs

Job summary

Origence seeks a highly analytical Financial Analyst, FP&A to support planning, reporting, BI, and analytics initiatives across the organization. This role partners with the FP&A team to deliver financial analysis, develop Power BI reporting solutions, and leverage enterprise data for insights.

This position follows a hybrid schedule with a minimum of 3 days in the office per week, and requires strong finance acumen and data-driven mindset to improve decision-making through automation and

Qualifications

• 5–10 years of experience in FP&A, financial analysis, business intelligence, or analytics.
• Strong financial modeling and Excel skills.
• Advanced Power BI experience, including dashboard development and data modeling.
• Solid understanding of financial statements, budgeting, forecasting, and performance analysis.
• Excellent analytical, communication, and presentation skills.

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 pricing.
• Analyze financial and operational performance to identify trends, risks, and opportunities.
• Partner with business leaders to deliver actionable insights and recommendations.
• Design, develop, and maintain Power BI dashboards and KPI reporting.
• Automate recurring reporting processes to improve efficiency and accuracy.
• Translate business requirements into scalable reporting solutions.
• Support governance of enterprise reporting standards and metric definitions.
• Analyze data to identify trends and performance drivers.
• Leverage data warehouse environments and SQL for data extraction and analysis.
• Perform ad hoc analyses for Finance, Product, Operations, and Executive Management.
• Assist with data validation, reconciliation, and data quality initiatives.
• Support Adaptive Planning administration, reporting, and process improvements.
• Identify opportunities to streamline planning and reporting through automation.
• Collaborate with Finance, IT, and stakeholders to improve data accessibility.

Skills

Advanced Excel

Financial modeling

Power BI

Financial statements

Analytical skills

Communication skills

Presentation skills

Education

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

Tools

Adaptive Planning

SQL

Microsoft Fabric

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, we’re leveraging AI to enhance the way we work and create value for our clients, and we’re 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.

***Please note, this position will follow a Hybrid schedule with a minimum of 3 days in the office/week***

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 we’re looking for.

How You’ll 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, and 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:

Education

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

Experience

• 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 organizations.
• Working knowledge of ASC606
• Serve as a Finance analytics resource and Power BI subject matter expert.
• Bridge Finance, IT, and Data teams to deliver scalable reporting solutions.
• Improve reporting automation and reduce manual processes.
• Deliver timely, accurate, and actionable business insights.
• Support the continued evolution of Finance into a more data-driven and analytics-focused organization.

Bring your ideas, your curiosity, and your unique perspective. We’ll provide the opportunities, tools, and support to help you succeed.

How We Invest in You:

• 401(k) 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.