Financial Planning Analyst

Insight Global; Long Beach (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

Insight Global in Long Beach is seeking a Senior FP&A Analyst to partner with leadership, delivering financial insights that drive decision-making and value creation. You will forecast, report, and analyze performance while mentoring junior staff and improving FP&A processes.

The role requires strong analytical skills, business acumen, and the ability to communicate complex financial concepts clearly to all levels of the organization.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 5+ years in financial analysis, operations analysis, business planning or data analysis.
• Proficiency in GAAP and financial reporting.
• Strong understanding of financial modeling and scenario analysis to fit business needs.
• Familiarity with enterprise resource planning (ERP) systems.
• Advanced Excel and PowerPoint proficiency.
• Ability to design, communicate, and adapt financial models to evolving business needs.
• Effective communicator with ability to present findings across all levels.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and work cross-functionally.

Responsibilities

• Partners with business unit leaders from VP to analyst level to deliver financial insights that drive decision-making and value creation.
• Prepares and leads the preparation and delivery of business reviews with actionable insights and clear presentation materials.
• Drives timely and accurate reporting to analyze financial reports, provide insights and identify discrepancies requiring management attention.
• Drives forecasting, forecast alignment, spend tracking, and monthly close activities, purchase order approvals, and headcount management.
• Collaborate with Accounting to manage close deliverables, timelines, and reporting accuracy.
• Model business scenarios and track performance metrics to support strategic initiatives.
• Identify and implement improvements in forecasting, reporting, and automation processes.
• Proactively challenges existing processes and proposes innovative solutions to enhance FP&A effectiveness and decision support.
• Ensures compliance with company policies and procedures.
• Conducts ad hoc financial modeling, scenario analysis, and pricing analysis as needed.
• Provide guidance on FP&A processes and review work from junior staff, offering feedback and mentorship.
• Support driver-based forecasting and model design using tools such as BI360, Anaplan, OneStream, or Hyperion Planning.
• Utilize ERP systems and reporting platforms to enhance data accuracy and accessibility.
• Maintain availability during core business hours.
• Other duties as assigned by supervisor.

Skills

Advanced Excel

PowerPoint

Financial modeling

Scenario analysis

Cross-functional collaboration

Communication

Analytical thinking

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

ERP systems

SQL

BI360

Anaplan

OneStream

Job description

The Senior FP&A Analyst serves as a strategic business partner to leadership across the organization, delivering financial insights that drive decision-making and value creation. This role is responsible for forecasting, reporting, and performance analysis, while also mentoring junior staff and improving FP&A processes. The ideal candidate combines strong analytical skills with business acumen and the ability to communicate complex financial concepts clearly and effectively.

Essential Duties and Responsibilities:

• Partners with business unit leaders from VP to analyst level to deliver financial insights that drive decision-making and value creation.
• Prepares and leads the preparation and delivery of business reviews with actionable insights and clear presentation materials.
• Drives timely and accurate reporting to analyze financial reports, provide insights and identify discrepancies requiring management attention.
• Drives forecasting, forecast alignment, spend tracking, and monthly close activities, purchase order approvals, and headcount management.
• Collaborate with Accounting to manage close deliverables, timelines, and reporting accuracy.
• Model business scenarios and track performance metrics to support strategic initiatives.
• Identify and implement improvements in forecasting, reporting, and automation processes.
• Proactively challenges existing processes and proposes innovative solutions to enhance FP&A effectiveness and decision support.
• Ensures compliance with company policies and procedures.
• Conducts ad hoc financial modeling, scenario analysis, and pricing analysis as needed.
• Provide guidance on FP&A processes and review work from junior staff, offering feedback and mentorship.
• Support driver-based forecasting and model design using tools such as BI360,
• Anaplan, OneStream, or Hyperion Planning.
• Utilize ERP systems and reporting platforms to enhance data accuracy and accessibility.
• Maintain availability during core business hours.
• Other duties as assigned by supervisor.

Required Skills & Experience

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Experience:
• 5+ years in financial analysis, operations analysis, business planning or data analysis.
• Knowledge:
• Proficiency in GAAP and financial reporting.
• Strong understanding of financial modeling and scenario analysis to fit business needs.
• Familiarity with enterprise resource planning (ERP) systems.
• Skills:
• Advanced Excel and PowerPoint proficiency.
• Ability to design, communicate, and adapt financial models to evolving business needs.
• Effective communicator with ability to present findings across all levels.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and work cross-functionally.

Nice to Have Skills & Experience

• Additional Experiences: Experience with M&A or valuation analysis, customer pricing and rate sheet maintenance.
• Knowledge: Familiarity with BI tools such as SQL, BI360, Anaplan, or OneStream.
• Skills: Self-starter with attention to detail.
• Physical Demands & Work Environment:
• The physical demands described here represent those that are typically required to perform the essential functions of this position. This role requires the ability to see, hear, speak, and communicate clearly. Manual dexterity is needed for operating standard office equipment. The position may occasionally involve lifting items up to 10 pounds and may require occasional travel to meet accountabilities.