Senior FP&A Analyst - Remote, Data-Driven & Cross-Sell

Alliant Insurance Services; Irvine (CA); Remote; USD 95,000 - 130,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA, is seeking an FP&A professional to provide analytical support to the Retail CFO team and leadership. You will help with management reporting, data reconciliation, and cross-sell program validation.

The role requires strong Excel and data skills, experience with Salesforce/Power BI, and the ability to build financial models. This is a remote-friendly opportunity with potential for collaboration across the enterprise.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
• Five (5) or more years related work experience; specifically in a FP&A role
• Strong understanding of financial computer systems and data systems
• Experience with Salesforce, Power BI or equivalent, and Applied Epic (insurance CRM) - Preferred
• Graduate degree or professional certification - Preferred
• Certified Corporate FP&A Professional - Preferred
• Certified Public Accountant (CPA) - Preferred
• Certified Financial Planner-CFP Board - Preferred

Responsibilities

• Provides analytical support to assigned operating group and acts as a liaison between team and other departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets and forecasts.
• Designs and prepares ad hoc and standard management reporting.
• Independently constructs moderate to complex financial models to analyze initiatives.
• Maintains accurate records, reconciles data, and validates reported results against source data.
• Identifies patterns and outliers and provides insight into data.
• Partners with IT, Salesforce staff and other departments to maintain data integrity for reporting.

Skills

Financial analysis

Excel advanced

Communication

Time management

Team collaboration

Education

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

Graduate degree or professional certification - Preferred

CPA/CFP - Preferred

Tools

Salesforce

Power BI

Applied Epic

Job description

Alliant Insurance Services in Irvine, CA, is seeking an FP&A professional to provide analytical support to the Retail CFO team and leadership. You will help with management reporting, data reconciliation, and cross-sell program validation.

The role requires strong Excel and data skills, experience with Salesforce/Power BI, and the ability to build financial models. This is a remote-friendly opportunity with potential for collaboration across the enterprise.