Senior Financial Planning Analyst — Data & Insights

Talently; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Talently in Irvine, CA is seeking a Senior Analyst to join a collaborative Technology organization focused on financial insight, analytics, and process improvement. You will influence budgeting and forecasting by turning large datasets into actionable recommendations for leadership.

You will partner with Marketing, Operations, Finance, and IT to develop financial models, deliver insights through presentations, and streamline processes while ensuring compliance with EH&S policies.

Qualifications

• Bachelor’s degree in business, finance, analytics, or related field.
• 5+ years of financial analysis, planning, budgeting, or related area.
• Advanced Excel with financial modeling and data analysis.
• Experience handling large datasets for complex problems.
• Strong forecasting, budgeting, and three-statement modeling.
• SQL proficiency with relational databases or cloud data platforms.
• Ability to communicate findings to leadership.

Responsibilities

• Provide in-depth analysis of operational and financial performance.
• Translate data into insights and leadership-ready presentations.
• Streamline budgeting, forecasting, and financial planning processes.
• Develop and maintain financial models, forecasts, and ROI analyses.
• Collaborate with Marketing, Operations, Finance, IT, andAnalytics teams on initiatives.
• Use data mining and visualization to address complex challenges.
• Manage multiple projects with timelines and deliver high-quality work.
• Follow EH&S policies and team requirements.

Skills

Senior Analyst

Advanced Excel

Data analysis

Budgeting

Forecasting

Data storytelling

Education

Bachelor's degree in Business/Finance/Analytics

Tools

SQL

PowerBI

Power Query

VBA

Job description

Talently in Irvine, CA is seeking a Senior Analyst to join a collaborative Technology organization focused on financial insight, analytics, and process improvement. You will influence budgeting and forecasting by turning large datasets into actionable recommendations for leadership.

You will partner with Marketing, Operations, Finance, and IT to develop financial models, deliver insights through presentations, and streamline processes while ensuring compliance with EH&S policies.