Senior Financial Planning Analyst Manager

Gotion Inc.; Fremont (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services company in Fremont, California, is seeking a Financial Analyst to manage budgeting and forecasting processes. The ideal candidate will have over 5 years of financial analysis experience, preferably in Big 4 and private industry settings. Responsibilities include providing insights on business performance and collaborating with senior leadership. This role requires advanced Microsoft Excel skills and the ability to thrive in a high-pressure environment.

Qualifications

• 5+ years' financial analysis and modeling experience required.
• Experience in Big 4 (2+ years) and private industry (3+ years) strongly desired.
• Ability to analyze and execute in high-pressure environments.

Responsibilities

• Manage the budgeting, forecasting and long-term planning process.
• Work with leaders to develop financial forecasts and budgets.
• Provide management with timely insights on business performance.

Skills

Financial analysis

Financial modeling

Advanced Microsoft Excel

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Accounting or Finance

Job description

• Manage the budgeting, forecasting and long-term planning process; Work with cross-functional teams to build the foundational financial modeling for the Company
• Work with Company leaders to develop financial forecast/budgets that will guide decision making and serve as a benchmark on financial performance
• Perform financial scenario analysis to support senior management's strategic decision-making
• Analyze actual against budget/ forecast and prior year, to serve as management’s advisor on financial matters
• Support decision making by providing management with timely, detailed, and meaningful insights and visibility on business performance
• Work with C and VP Level Executives to understand Macro Economic and Industry factors that impact Company financial performance; Partner with leaders to develop revenue and profitability forecasts
• Research and analyze financial reports of competitors, and market trends to provide insightful information to aid in company’s long-term and short-term decision making
• Perform ad hoc analysis where required to assist in management decision making.

Qualifications

• Bachelor's degree in Accounting or Finance
• 5+ years' financial analysis and modeling experience
• Big 4 (2+ years) and private industry experience (3+ years) are strongly desired
• Ability to analyze, prioritize, and execute in a high-pressure environment
• Advanced Microsoft Excel skills (pivot tables, Vlookup, Sumif, etc.) and the ability to quickly manipulate and analyze large data sets and build reports
• Must possess a positive attitude and ability to adapt to changes in workload and job requirements
• Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross-functional teams