Financial Analyst - FP&A

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

Benefits offered by this job

401(k) with company match

Competitive PTO

Microsoft Copilot and AI-Enabled Tools

Culture of growth and collaboration

Job summary

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. You will partner with the FP&A team to deliver insights, build models, and drive data‑driven decision making.

The role includes designing Power BI dashboards, automating reports, and collaborating with Finance, IT, and business leaders.

Qualifications

• 5–10 years in FP&A, financial analysis, BI, or analytics.
• Advanced Excel and financial modeling skills.
• Advanced Power BI experience, including dashboard development and data visualization.
• Strong understanding of financial statements, budgeting, forecasting.

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning.
• Prepare monthly financial reports and variance analyses for management.
• Develop financial models for strategic initiatives and pricing.
• Design, develop, and maintain Power BI dashboards and KPI reporting.
• Automate recurring reporting processes to improve efficiency.

Skills

Excel

Power BI

SQL

Adaptive Planning

Microsoft Fabric

Data Warehouse

Reporting Automation

Fintech / SaaS

ASC606

BI SME

Education

Bachelor's degree in Finance or related field

Tools

Adaptive Planning

Microsoft Fabric

Power BI

Job description

Origence is aware of recent job posting and fake recruiter scams. Please note that communication with our recruitment team will come from “@origence.com” or “Clear Co”. Any questions, please email [email protected].

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:

• 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
• Competitive Paid Time Off
• Microsoft Copilot and AI-Enabled Tools
• 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

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.

Explore diverse career opportunities, a supportive culture, and the chance to make a lasting impact in the credit union industry.

Join a team dedicated to excellence, inclusivity, and transforming the lending experience for credit unions.

At Origence, we empower the credit union industry with cutting-edge solutions, and innovation and collaboration drive everything we do.