Senior FP&A Analyst: Dashboards, Forecasting & Leadership

Ryan, Miller & Associates Executive Search; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Our client in Orange County is seeking a Senior Financial Analyst who wants to do more than close out spreadsheets. In this role, your analysis shapes decisions, sits near leadership, owns key tools, and has room to improve processes.

You'll build forecasting, budgeting, and planning models, turn results into insights, design Power BI dashboards, and pull data from NetSuite and Access. Youll support annual budgeting and rolling forecasts.

Qualifications

• Solid track record in financial analysis, FP&A, or a similar finance role.
• Serious Excel skills (models you've built from scratch, not just maintained).
• NetSuite experience and a working comfort with Microsoft Access.
• The ability to present financial information to non-finance audiences with clarity and confidence.
• A self-starter mindset: you take ownership and see projects through.
• Sharp attention to detail, even when juggling several priorities at once.
• A bachelor's degree in finance, accounting, economics, business, or a related field is a plus.

Responsibilities

• Building and refining the forecasting, budgeting, and planning models that guide the business
• Turning monthly results into insight: what moved, why it moved, and what leadership should do about it
• Designing Power BI dashboards that people actually open and use
• Pulling data from NetSuite, Access databases, and other sources, then shaping it into something meaningful
• Running the annual budget cycle alongside rolling forecasts throughout the year
• Serving as a go-to finance partner for department leaders who want to understand their numbers
• Taking on high-visibility strategic projects and ad hoc analysis for senior leadership
• Finding smarter ways to report, automate, and tighten controls, without waiting for someone to ask

Skills

Financial analysis

FP&A

Advanced Excel

Non-finance communication

Self-starter

Attention to detail

Education

Bachelor's degree in finance, accounting, economics, business, or related field

Tools

NetSuite

Microsoft Access

Job description

Our client in Orange County is seeking a Senior Financial Analyst who wants to do more than close out spreadsheets. In this role, your analysis shapes decisions, sits near leadership, owns key tools, and has room to improve processes.

You'll build forecasting, budgeting, and planning models, turn results into insights, design Power BI dashboards, and pull data from NetSuite and Access. Youll support annual budgeting and rolling forecasts.