Senior Financial Analyst, FP&A

Carter Mackenzie International; California; On-site; USD 100,000 - 150,000; Full time

Job summary

Carter Mackenzie International is seeking a Senior Financial Analyst, FP&A, to join our finance team in South Orange County, California. You will support planning, forecasting, and provide actionable insights to senior leadership, collaborating with department heads across the organization.

The role reports to the Senior Director, Finance and involves close work on P&L, cash flow, balance sheet forecasting, and multi-year scenario modeling.

Qualifications

• 4–6 years FP&A experience in manufacturing or product-focused business.
• Experience in a private equity-backed environment preferred.
• Strong analytical, communication, and leadership potential.

Responsibilities

• Support annual budgeting, forecasting, and multi-year planning.
• Analyze inventory risk and gross margin trends.
• Develop KPI dashboards and management reports.
• Collaborate with department heads and senior leadership.
• Assist with private equity stakeholder reporting.

Skills

FP&A experience

Inventory analysis

Margin analysis

KPI development

Scenario modeling

P&L forecasting

Cash flow forecasting

Stakeholder reporting

Education

Bachelor's degree in Finance

Tools

Excel

ERP systems

Power BI

Job description

Our client is seeking a Senior Financial Analyst, Financial Planning & Analysis, to join its finance team in South Orange County, California. This is a high-visibility role at the center of the company's financial decision-making, offering the opportunity to support the planning and forecasting cycle, deliver actionable analysis to senior leadership, and build strong working relationships with department heads across the organization.

The Senior Financial Analyst will report to the Senior Director, Finance and will work closely with finance leadership on inventory risk, margin analysis, and business decisions. The position covers key parts of the FP&A function, contributing to consolidated P&L, cash flow, and balance sheet forecasting, supporting multi-year scenario modeling and KPI development, and assisting with private equity stakeholder reporting. It's an opportunity for a finance professional with strong analytical fundamentals who is ready to deepen their ownership of the work and sharpen the communication skills needed to turn complex data into clear, leadership-ready insight.

The ideal candidate will bring 4-6 years of solid FP&A experience, ideally within a manufacturing or product-oriented business, exposure to a private equity-backed environment, and the motivation to help continuously improve the tools, processes, and culture of the finance function. This role offers meaningful scope, growing access to senior leadership, and a clear path toward a Manager-level position as the company scales across a global footprint.