Sr. Financial Planning Analyst

CyberSearch; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Analyst to join their dynamic team. This exciting role involves developing and delivering complex financial analyses to support strategic business decisions, managing the fiscal year plan, and supporting the annual budgeting process. The ideal candidate will have extensive experience in finance or accounting, exceptional analytical skills, and proficiency in tools like Microsoft Excel and SAP. This hybrid position offers the opportunity to work closely with business units while contributing to impactful financial strategies. If you are ready to take on a challenging and rewarding role, this is the perfect opportunity for you.

Qualifications

• 8-12 years of experience in accounting, finance, or related function.
• Strong computer skills, especially in Microsoft Excel.

Responsibilities

• Develops and delivers complex financial analysis to support business operations.
• 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.