Sr. Financial Planning Analyst

CyberSearch; California; Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Analyst to join their dynamic team. This hybrid role focuses on delivering strategic financial analysis and supporting business decisions through comprehensive financial modeling and reporting. With a strong emphasis on analytical skills and financial acumen, the ideal candidate will thrive in a collaborative environment, contributing to the fiscal planning and budgeting processes. If you have a passion for finance and a drive to impact business outcomes, this opportunity is perfect for you. Join a forward-thinking company that values your expertise and offers the potential for contract extension.

Qualifications

• 8-12 years of experience in accounting, finance, or related field.
• Strong computer skills, especially in Excel and enterprise accounting systems.

Responsibilities

• Develops and delivers strategic financial analysis to support business operations.
• Analyzes financial information to assess business issues and provide recommendations.
• Supports the annual budgeting process with analysis and financial modeling.

Skills

Financial Analysis

Communication Skills

Analytical Skills

Presentation Skills

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

MBA

Tools

Microsoft Excel

SAP

Job description

Senior Financial Planning Analyst – Mutual Funds/Investment Management

(Hybrid, 3 days onsite)
Irvine, CA
6 month contract (potential extension)

Responsibilities:

• Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions.
• Analyzes financial and business information and key drivers at a business unit or functional level to assess business issues, draw conclusions, and provide recommendations for determining courses of action.
• Develops, delivers, and assesses the fiscal year plan and forecasts for a business unit or function as well as multi-year financial projects.
• Supports the annual budgeting process with analysis, reporting, and financial modeling.
• Develops and delivers moderate to complex business management reports and key financial metrics, including recurring financial analysis.
• Performs ad hoc financial analysis.

Requirements:

• Requires a minimum of 8-12 years of experience in accounting, finance, or a related function.
• Requires a Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
• MBA is preferred but not required.
• Strong written and verbal communication skills; strong presentation skills.
• Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc.) and experience with an enterprise accounting system (such as SAP).
• Exceptional analytical skills and the ability to understand the impact of operations on financial results.