Senior FP&A Analyst: Budgeting, Forecasting & Strategy

Pacific Retirement Services; Medford (OR); On-site; USD 89,000 - 112,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Paid Time Off

401(k) with 4% Employer Match

Profit Sharing Plan

Employee Referral Bonus Program

Pet Insurance (voluntary)

Job summary

Pacific Retirement Services (PRS) is seeking a Financial Analyst II to serve as a lead financial resource supporting PRS, its affiliated organizations, and managed communities. The role combines budgeting, forecasting, and reporting with opportunities to support strategic growth.

Ideal candidates have four years of finance/FP&A experience, strong GAAP knowledge, and proficiency with Excel, Workday Financials, and Adaptive Planning.

Qualifications

• Four years of experience in finance, FP&A, treasury analytics, or a related field.
• Strong financial modeling and analytical capabilities with attention to detail.
• Solid understanding of GAAP and financial reporting practices.

Responsibilities

• Lead budgeting, forecasting, and long-range planning with advanced models.
• Prepare financial reports, liquidity forecasts, debt schedules, covenant calculations.
• Support strategic initiatives with market research and feasibility studies.
• Be SME for financial systems and planning tools, including Workday and Adaptive Planning.
• Identify process improvements and strengthen internal controls for exec reporting.

Skills

Advanced financial modeling

Forecasting

Budgeting

Analytical skills

GAAP knowledge

Excel proficiency

Workday Financials

Adaptive Planning

Education

Bachelor’s degree in accounting/finance/business

Tools

Workday Financials

Adaptive Planning

Microsoft Excel

Job description

Pacific Retirement Services (PRS) is seeking a Financial Analyst II to serve as a lead financial resource supporting PRS, its affiliated organizations, and managed communities. The role combines budgeting, forecasting, and reporting with opportunities to support strategic growth.

Ideal candidates have four years of finance/FP&A experience, strong GAAP knowledge, and proficiency with Excel, Workday Financials, and Adaptive Planning.