Senior Financial Analyst

Addison Group; Irvine (CA); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Highly competitive compensation package

401(k) with company match

Paid time off

Job summary

A leading financial services firm in Irvine, CA is seeking a Senior Financial Analyst to support budgeting and forecasting processes. This role focuses on analyzing performance trends to drive growth and profitability. The ideal candidate has 5+ years of experience in financial planning and strong analytical skills. The position offers competitive compensation and benefits, including 401(k) matching and paid time off.

Qualifications

• 5+ years of relevant experience in financial planning, forecasting, and analysis.
• Proven capacity to work cross-functionally and manage multiple priorities.
• Certified Corporate Financial Planning & Analysis Professional (FP&A) certification preferred.

Responsibilities

• Serve as a financial partner to regional operations leadership, providing insight and guidance.
• Lead and coordinate the annual budgeting process across assigned regions.
• Prepare monthly management reporting packages and performance summaries.

Skills

Financial planning

Forecasting

Data analysis

Advanced Excel

Strong communication

Education

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

Tools

Planful/Host Analytics

Power BI

Job description

Base Pay Range

$95,000.00/yr - $120,000.00/yr

Additional Compensation Types

Annual Bonus

Senior Financial Analyst – Operations FP&A

What the Company Offers

• Highly competitive compensation package, including medical, dental, vision, life & disability benefits
• 401(k) with company match, paid holidays, and paid time off
• A fast-paced, collaborative, and team-oriented environment
• Career growth opportunities with clear advancement paths
• Complimentary office snacks and beverages

Position Summary

The Senior Financial Analyst is a visible and impactful role responsible for supporting budgeting, forecasting, management reporting, and long-range strategic planning. This position works closely with regional operations and senior leadership to analyze performance trends, identify improvement opportunities, and support strategic initiatives that drive growth and profitability.

The ideal candidate is a self-starter, adaptable, and collaborative professional who thrives in a dynamic environment and can balance recurring deliverables with ad hoc requests from senior management.

Key Responsibilities

• Serve as a financial partner to regional operations leadership, providing insight and guidance on performance and planning
• Lead and coordinate the annual budgeting process across assigned regions, including detailed branch-level budgets
• Develop forecasts, monitor KPIs, and analyze variances to drive informed decision-making
• Prepare monthly management reporting packages and performance summaries
• Translate data into actionable insights and recommendations for leadership
• Ensure the integrity, accuracy, and confidentiality of financial data and information

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 5+ years of relevant experience in financial planning, forecasting, and analysis
• Experience with planning and reporting systems (Planful/Host Analytics and Power BI preferred)
• Advanced Excel modeling and data analysis skills
• Strong communication, interpersonal, and presentation abilities
• Proven capacity to work cross-functionally and manage multiple priorities
• High attention to detail and strong analytical thinking
• Ability to thrive under tight deadlines in a fast-paced environment
• Certified Corporate Financial Planning & Analysis Professional (FP&A) certification preferred

Personal Attributes

• Intellectually curious, proactive, and solutions-oriented
• Adaptable to change and maintains a positive, collaborative attitude
• Strong work ethic with a focus on accuracy and quality
• Office-based position using standard business technology and tools
• May require occasional travel to regional locations
• Other duties may be assigned as business needs evolve

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance

Industries

Transportation, Logistics, Supply Chain and Storage