Senior Financial Planning Analyst

Consultative Search Group; Los Angeles (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

A global professional services firm is looking for a Senior Financial Planning Analyst to support its Financial Accounting team. This role involves budgeting, forecasting, and variance analysis to assist business leaders. Candidates should have a Bachelor's degree in accounting or business and 3+ years of relevant experience. The position offers a competitive salary of $100,000-$125,000 annually.

Qualifications

• Bachelor’s degree or equivalent in accounting, business, or a related field, with a CPA preferred.
• Minimum 3 years’ experience with accounting practices and procedures.
• Minimum 1 year in developing financial analysis and producing reports.

Responsibilities

• Create analysis and respond to various requests.
• Review and analyze partnership accounting reports and detect inconsistencies.
• Manage maintenance of detailed records during analytical tasks.

Skills

Financial analysis

Analytical skills

Accounting practices

Education

Bachelor’s degree in accounting or business

Job description

A global professional services firm seeks a Senior Financial Planning Analyst to join their dynamic team. The Senior Financial Planning Analyst is an integral part of the firm’s Financial Accounting team. This role will be responsible for supporting the firm by performing budgeting, forecasting, and variance analysis to guide business leaders in making informed decisions, while assisting the Director of Financial Planning on reports, ad-hoc analysis, and special projects as related to financial planning and expenses.

Responsibilities:

• Applying financial and analytical skills to create analysis and respond to various requests
• Regularly applying accounting practices and procedures and knowledge of a wide variety of prescribed accounting codes and classifications to review and analyze partnership accounting reports and source data to detect inconsistent or issues; fully investigating potentially inappropriate expenditures by applying professional skepticism and judgment
• Reviewing and analyzing partnership accounting reports and source data to detect inconsistent or issues; fully investigating potentially inappropriate expenditures by applying professional skepticism and judgment
• Reviewing and presenting information regarding findings and following up with appropriate management to ensure proper resolution or accounting adjustments
• Managing and supporting maintenance of detailed records documenting procedures, methodologies, sources of information, and assumptions while performing analytical tasks

Qualifications:

• A Bachelor’s degree or equivalent in accounting, business, or a related field, with a CPA preferred
• A minimum of three (3) years’ experience working with accounting practices and procedures
• A minimum of one (1) year in developing financial analysis and producing financial reports

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Compensation:
$100,000-$125,000 per year