Financial Planning and Analysis Analyst

Redwood Trust, Inc.; Mill Valley (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Discretionary corporate bonus program

401K matching

Job summary

A financial services company is seeking a Financial Planning and Analysis Analyst to manage budgeting, forecasting, and reporting for strategic growth. The ideal candidate will need a Bachelor’s degree in Finance or a related field and 2-5 years of related experience, primarily in financial modeling and analytics. Strong proficiency in MS Excel and excellent communication skills are essential. This full-time position offers a competitive compensation package ranging from $85,000 to $100,000 annually, along with comprehensive benefits.

Qualifications

• 2-5 years of experience in budgeting, financial modeling, and decision analytics.
• Strong computer skills with advanced proficiency in MS Excel.
• Excellent written and verbal communication skills with management.

Responsibilities

• Build quarterly Board Decks and improve Finance team efficiency.
• Prepare financial performance reports and conduct variance analyses.
• Collaborate with internal partners to support financial planning.

Skills

Advanced MS Excel

Quantitative and qualitative analysis

Budgeting and planning

Strong attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting or related field

Tools

Anaplan or similar ERP system

MS Office applications

Job description

Join to apply for the Financial Planning and Analysis Analyst role at Redwood Trust, Inc.

As an FP&A Analyst at Redwood Trust, you will play a critical role of ensuring that the company is able to plan for growth, execute on and track performance vs. budget, and make informed decisions backed by financial and strategic analysis. You will drive key elements of the budgeting, forecasting, and reporting cycles, and will contribute to the preparation of presentations for the Board of Directors and Senior Leadership. You will help Redwood Trust achieve its quarterly, annual, and long‑term goals by crafting short and long‑term financial/operational reports, analyses, and strategies.

Responsibilities & Duties

• Build quarterly Board Decks, ad hoc presentations, partner on strategic projects, and be charged with improving the efficiency of the Finance team using the financial planning system (Anaplan).
• Maintain the company’s operating model, partner across the organization to provide forward‑looking analysis to support business decisions and analyze capital allocation decisions.
• Prepare and maintain in‑depth analysis, modeling, monthly/quarterly/annual forecasting and reporting of financial and business performance to support company‑wide financial and operational goals, initiatives and objectives.
• Support a regular forecast process by working with the FP&A team, functional and business unit owners to estimate financial results based on future action plans and business assumptions.
• Coordinating with operational leads to ensure linkage between ongoing operational activities and planning activities.
• Develop and maintain appropriate modeling tools.
• Collaborate effectively with FP&A peers and other internal partners to drive deliverables.
• Perform ad‑hoc/deep‑dive analysis in support of management decision making.
• Assist with month‑end and quarter‑end close and reporting responsibilities.
• Perform variance analysis of budgeted/forecasted results against actual financial performance, clearly interpreting and documenting variances and cost drivers.
• Recommend actions by analyzing and interpreting data and making comparative analyses.
• Bachelor’s degree in Business, Finance, Accounting or related field.
• 2‑5 years of industry experience with budgeting / planning, financial modeling, and decision analytics (e.g. FP&A, corporate finance, investment banking, private equity).
• Strong computer skills and proficiency with MS Office applications. Advanced working knowledge of MS Excel is required.
• Excellent quantitative and qualitative analytical skills.
• Detail oriented, self‑starter who takes initiative and can be a part of a team.
• Must demonstrate strong attention to detail and demonstrate knowledge of finance concepts and processes.
• Must demonstrate excellent written and verbal communication skills and interpersonal skills, particularly the ability to communicate effectively with all levels of management.
• Knowledge of common business and cost drivers, financial statement analysis, and deep‑dive analysis.
• Ability to source and work with large amounts of data from different data sources.
• Ability to work independently and within a team in both tactical and strategic capacities.
• Understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes.
• Solid analytical and modeling skills.
• Ability to balance multiple tasks in accordance with changing deadlines and priorities in a fast‑paced environment.
• Experience with Anaplan or similar cloud‑based ERP system preferred.
• Ability to analyze data, draw conclusions and recommend solutions.
• Ability to apply high‑level analytical and quantitative problem‑solving skills to different financial scenarios and make recommendations on outcomes.

A reasonable estimate of the base compensation range for this role is $85–100K annually. The actual salary offer to the successful candidate will be based on job‑related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company‑sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

Seniority level

Associate

Employment type

Full‑time

Job function

Finance, Accounting/Auditing, and Engineering