Senior FP&A Analyst: Strategic Budgeting & Forecasting

The Intersect Group; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

The Intersect Group in Irvine, CA is seeking a Senior FP&A Analyst to manage forecasting, modeling, and analyses to support leadership decisions. You will update corporate models, prepare executive presentations, and collaborate with cross-functional teams on budgeting and reporting.

Responsibilities include leading annual budgeting, building complex financial models, delivering variance analyses, and identifying cost-saving opportunities.

Qualifications

• Bachelor’s degree in finance or accounting and 2–5 years in FP&A or financial analysis.
• Proven budgeting and reporting experience for corporate functions.
• Strong Excel skills; familiarity with Essbase and Workday Adaptive Planning.
• Experience analyzing spend over $100M and extracting data from relational databases.
• Mortgage industry experience is highly preferred and attention to detail is essential.

Responsibilities

• Lead the annual budgeting process and recurring financial forecasts.
• Develop and maintain complex financial models supporting business planning.
• Analyze financial data to provide insights and recommendations to senior leadership.
• Prepare and present financial reports, variance analyses, and KPIs.
• Collaborate with teams to support strategic initiatives through financial insights.
• Identify cost-saving opportunities and monitor expenses across departments.
• Assess financial risks and recommend mitigation strategies.
• Communicate financial insights to non-financial stakeholders.

Skills

Budgeting

Forecasting

Financial modeling

Data analysis

Cross-functional collaboration

Communication

Education

Bachelor's degree in finance or accounting

Tools

Essbase

Workday Adaptive Planning

SQL

Oracle

Job description

The Intersect Group in Irvine, CA is seeking a Senior FP&A Analyst to manage forecasting, modeling, and analyses to support leadership decisions. You will update corporate models, prepare executive presentations, and collaborate with cross-functional teams on budgeting and reporting.

Responsibilities include leading annual budgeting, building complex financial models, delivering variance analyses, and identifying cost-saving opportunities.