Senior Financial Planning Analyst

PTR Global; Irvine (CA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Lead Technical Recruiter to join their dynamic finance team. This role involves delivering strategic financial analysis, supporting business decisions, and developing detailed financial reports. Ideal candidates will possess strong analytical skills, a solid background in finance, and the ability to communicate effectively with global teams. If you thrive in a fast-paced environment and are eager to contribute to impactful financial strategies, this opportunity is perfect for you. Join a company that values your expertise and offers a hybrid work environment in beautiful Irvine, California.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K Contributions

Paid Time Off

Sick Leave

Qualifications

• 8-12 years of experience in accounting, finance, or related function.
• Strong computer skills, especially in Microsoft Excel and enterprise accounting systems.

Responsibilities

• Develops moderate to complex strategic financial analysis to support operations.
• Analyzes financial information to assess business issues and provide recommendations.
• Supports annual budgeting process with analysis and financial modeling.

Skills

Analytical Skills

Problem Solving

Financial Reporting

Communication Skills

Organizational Skills

Time Management

Knowledge of Mutual Funds

Experience in Investment Management

Education

Bachelor's degree in Accounting, Business Administration, or Finance

MBA

Tools

Microsoft Excel

SAP

Job description

This range is provided by PTR Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75.00/hr - $79.00/hr

Pay Rate: $79.31/hr w2 + benefits - Not available on 1099 or C2C.

3 days onsite - hybrid in Irvine, CA

Lead Technical Recruiter at PTR Global - Pinnacle Technical Resources - A Pinnacle Group Company

Responsibilities:

1. Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions.
2. Analyzes financial and business information and key drivers at a business unit or functional level to assess business issues, draw conclusions and provide recommendations for determining courses of action.
3. Develops, delivers and assesses the fiscal year plan and forecasts for a business unit or function as well as multi-year financial projects.
4. Supports the annual budgeting process with analysis, reporting, and financial modeling.
5. Develops and delivers moderate to complex business management reports and key financial metrics, including recurring financial analysis.
6. Performs ad hoc financial analysis.

Skills:

1. Able to critically analyze situations and solve problems effectively.
2. Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines.
3. Demonstrates analytical skills in areas of high complexity and ambiguity.
4. Experience in analyzing complex financial reports.
5. General knowledge of mutual funds or experience in the investment management industry is preferred.
6. Strong communication skills and ability to effectively partner with the global finance team.

Qualifications:

1. Requires a minimum of 8-12 years of experience in accounting, finance, or a related function.
2. Requires a Bachelors degree in Accounting, Business Administration, Finance, or a related degree.
3. MBA is preferred but not required.
4. Strong written and verbal communication skills; strong presentation skills.
5. Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP).
6. Exceptional analytical skills and the ability to understand the impact of operations on financial results.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Finance

Industries

IT Services and IT Consulting and Banking

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.