Sr Financial Planning Analyst

Ledgent Technology; Irvine (CA); On-site; USD 102,000 - 109,000; Full time

Job summary

Ledgent Technology in Irvine, CA is seeking a contract Financial Analyst to develop and deliver mid-level to complex financial analyses that support business operations and strategic decisions.

The role requires strong Excel skills, SAP/S4/Hana experience, and the ability to forecast, budget, and model financial scenarios. This six+ month W-2 contract pays USD74–USD79.31 per hour and is based in Irvine, CA.

Qualifications

• 3+ years of experience in accounting, finance, or a related function.
• Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree. MBA is preferred.
• Strong written and verbal communication skills; strong presentation skills.
• Strong computer skills, especially in Microsoft Excel and experience with SAP.

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

Skills

Financial modeling

Variance analysis

Financial reporting

Excel

Forecasting

Communication skills

Education

Bachelor's degree in Accounting/Finance

MBA preferred

Tools

SAP/S4/Hana

Power BI

Excel (Pivot tables, VLookup)

Job description

Salary: USD74 - USD79.31 per hour

Duration –6+ months, Contract, W-2

Location – Irvine, CA

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

Skills:

• Financial modeling, variance analysis, financial reporting (budget, actuals, forecast), capex/opex understanding, HC/workforce/vendors/contractors expense management.
• Nice to have: tech industry knowledge (e.g., Cloud, Infra, FinOps, AI).
• Tools: SAP/S4/Hana, SAC, PBI, very strong in excel.
• 3+ years of experience in accounting, finance, or a related function.
• Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree. MBA is preferred.
• Strong written and verbal communication skills; strong presentation skills.
• Strong computer skills, especially in Microsoft Excel (Pivot tables, VLookups, 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
• Able to critically analyze situations and solve problems effectively.
• Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines.
• Demonstrates analytical skills in areas of high complexity and ambiguity.
• Experience in analyzing complex financial reports.
• General knowledge of mutual funds or experience in the investment management industry is preferred.
• Strong communication skills and ability to effectively partner with the global finance team.