Senior Financial Planning Analyst

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

Job summary

An established industry player is seeking a Senior Financial Planning Analyst to join their dynamic Financial Accounting team. This role is pivotal in supporting business leaders through budgeting, forecasting, and variance analysis. The ideal candidate will leverage their financial and analytical skills to create insightful reports and assist in special projects. With a focus on accuracy and detail, you will investigate discrepancies and ensure proper accounting practices are followed. If you're looking to make a significant impact in a collaborative environment, this opportunity is perfect for you.

Qualifications

• Bachelor's degree in accounting or business with CPA preferred.
• 3+ years of experience in accounting practices.

Responsibilities

• Perform budgeting, forecasting, and variance analysis.
• Review and analyze partnership accounting reports for inconsistencies.

Skills

Financial Analysis

Budgeting

Forecasting

Variance Analysis

Accounting Practices

Analytical Skills

Education

Bachelor's degree in Accounting or Business

CPA (preferred)

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 inconsistencies 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.

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