Strategic FP&A Analyst - Budgeting & Forecasting

Oakmont Management

Irvine (CA)

On-site

USD 90,000 - 120,000

Full time

9 days ago

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Benefits offered by this job

401k Retirement Plan & Life Insurance

Medical, Dental, and Vision benefits

Vacation, Personal Day, Sick Pay, &hol

Student Loan Refinancing

Pet Insurance

LifeCare Employee Assistance Program

Emergency Family Fund

Career Growth, Relocation and Travel

Job summary

Oakmont Management Group based in Irvine, California seeks a Senior Financial Analyst to lead budgeting, forecasting and reporting for our communities. Reporting to the Director of FP&A, you will be a dedicated financial business partner, translating complex data into actionable insights that shape strategy and drive performance.

Requirements include a Bachelor's in Finance, 3–5 years of FP&A experience, advanced Excel, and experience with Anaplan or Power BI.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Real Estate or related field.
3–5 years of progressive FP&A experience including both corporate and segment FP&A.
Advanced Excel skills.
Expertise in financial systems; Anaplan is preferred; Power BI is a plus.
Strong attention to detail and accuracy.
Ability to extract, analyze data, draw conclusions and make actionable recommendations.
Ability to manage priorities and projects and meet deadlines in a fast-paced environment.

Responsibilities

Financial Planning and Analysis: Develop and manage budgets, forecasts, and variance analysis for communities, timely and accurately.
Provide expense monitoring and actionable recommendations that support organizational goals.
Design and manage robust financial models and KPI dashboards to monitor and enhance operational performance.
Prepare insightful reports and presentations for senior management and capital partners enabling data-driven strategy.
System Implementation and Process Improvement: Support the implementation of a financial planning and forecasting tool.
Review transactions for data accuracy while automating and improving reporting processes.
Business Partnering and Strategic Support: Collaborate with Finance, Accounting and Operations leadership on ad hoc projects that shape company strategy.