Senior FP&A Analyst – Forecasting & Insights

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 135,000; Full time

Job summary

Alliant Insurance Services, based in Irvine, CA, seeks a skilled FP&A professional to provide analytical support to operating group leadership. The role includes budgeting, forecasting, financial modeling, and management reporting to help drive strategic decisions.

The ideal candidate has 5+ years in FP&A, strong Excel and data analysis skills, and experience with financial systems. This on-site role offers a competitive package and opportunities to influence profitability and growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or Mathematics or related field.
• Five (5) or more years related work experience; FP&A
• Graduate degree or professional certification
• Certified Corporate FP&A Professional
• Certified Public Accountant (CPA)
• CFP Board certification or designation

Responsibilities

• Provides broad analytical support to assigned departments and acts as a liaison between departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; communicates the narrative behind the numbers to management.
• Designs and prepares ad hoc and standard management reporting.
• Independently constructs moderate to complex financial models to analyze the impact of company initiatives.
• Leads the forecasting and budgeting processes.
• Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products.

Skills

Financial modeling

Forecasting

Budgeting

Advanced Excel

Data analysis

Stakeholder communication

Microsoft Office

Education

Bachelor's Degree in Accounting, Finance, Economics or Mathematics

Graduate degree or professional certification

CPA

CFP Board

Tools

Access

ERP/Financial systems

Job description

Alliant Insurance Services, based in Irvine, CA, seeks a skilled FP&A professional to provide analytical support to operating group leadership. The role includes budgeting, forecasting, financial modeling, and management reporting to help drive strategic decisions.

The ideal candidate has 5+ years in FP&A, strong Excel and data analysis skills, and experience with financial systems. This on-site role offers a competitive package and opportunities to influence profitability and growth.