Strategic FP&A Analyst — Forecasting, Board Decks & Insights

Redwood Trust, Inc.; Mill Valley (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Discretionary corporate bonus program

401K matching

Job summary

A financial services company is seeking a Financial Planning and Analysis Analyst to manage budgeting, forecasting, and reporting for strategic growth. The ideal candidate will need a Bachelor’s degree in Finance or a related field and 2-5 years of related experience, primarily in financial modeling and analytics. Strong proficiency in MS Excel and excellent communication skills are essential. This full-time position offers a competitive compensation package ranging from $85,000 to $100,000 annually, along with comprehensive benefits.

Qualifications

• 2-5 years of experience in budgeting, financial modeling, and decision analytics.
• Strong computer skills with advanced proficiency in MS Excel.
• Excellent written and verbal communication skills with management.

Responsibilities

• Build quarterly Board Decks and improve Finance team efficiency.
• Prepare financial performance reports and conduct variance analyses.
• Collaborate with internal partners to support financial planning.

Skills

Advanced MS Excel

Quantitative and qualitative analysis

Budgeting and planning

Strong attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting or related field

Tools

Anaplan or similar ERP system

MS Office applications

Job description

A financial services company is seeking a Financial Planning and Analysis Analyst to manage budgeting, forecasting, and reporting for strategic growth. The ideal candidate will need a Bachelor’s degree in Finance or a related field and 2-5 years of related experience, primarily in financial modeling and analytics. Strong proficiency in MS Excel and excellent communication skills are essential. This full-time position offers a competitive compensation package ranging from $85,000 to $100,000 annually, along with comprehensive benefits.