Senior FP&A Analyst – Budgeting & Growth Insights

Addison Group; Irvine (CA); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Highly competitive compensation package

401(k) with company match

Paid time off

Job summary

A leading financial services firm in Irvine, CA is seeking a Senior Financial Analyst to support budgeting and forecasting processes. This role focuses on analyzing performance trends to drive growth and profitability. The ideal candidate has 5+ years of experience in financial planning and strong analytical skills. The position offers competitive compensation and benefits, including 401(k) matching and paid time off.

Qualifications

• 5+ years of relevant experience in financial planning, forecasting, and analysis.
• Proven capacity to work cross-functionally and manage multiple priorities.
• Certified Corporate Financial Planning & Analysis Professional (FP&A) certification preferred.

Responsibilities

• Serve as a financial partner to regional operations leadership, providing insight and guidance.
• Lead and coordinate the annual budgeting process across assigned regions.
• Prepare monthly management reporting packages and performance summaries.

Skills

Financial planning

Forecasting

Data analysis

Advanced Excel

Strong communication

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Planful/Host Analytics

Power BI

Job description

A leading financial services firm in Irvine, CA is seeking a Senior Financial Analyst to support budgeting and forecasting processes. This role focuses on analyzing performance trends to drive growth and profitability. The ideal candidate has 5+ years of experience in financial planning and strong analytical skills. The position offers competitive compensation and benefits, including 401(k) matching and paid time off.