Strategic FP&A Analyst: Forecasting, Budgeting & Insights

Consultative Search Group; Pasadena (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Consultative Search Group in Pasadena, CA is seeking a Senior Financial Analyst to partner with the FP&A function, lead the planning and budgeting cycles, and deliver accurate forecasts for executive leadership.

The role involves building models and dashboards in Hyperion, Excel, and Power BI, performing variance analyses, and presenting actionable insights to business leaders. A Bachelor's in finance or accounting and 4+ years in FP&A or accounting are required; Hyperion experience is preferred.

Qualifications

• Bachelor’s Degree in finance, accounting, or equivalent majors.
• 4+ years of experience in corporate FP&A and/or accounting preferred.
• Experience with Hyperion planning budgeting system preferred; SQL or Power BI skills are a plus.
• Strong analytical and problem solving skills.
• Proficient in Excel and Microsoft Office suite.
• Strong sense of ownership and ability to deliver results within tight deadlines.
• Excellent interpersonal and communication abilities.
• Strong team player and able to thrive in a collaborative environment.

Responsibilities

• Finance partner to several of the commercial lending teams, leading the forecast, planning and budgeting cycles with key business partners
• End to end ownership of the partnering commercial teams’ P&L review and forecast as well as scorecard reporting, drive financial accountability and transparency
• Contribute to the creation of annual budget and quarterly financial forecast for the company through strategic mathematical/financial modeling and target-setting processes, working closely with business teams to set, monitor and manage budget
• Support financial analysis for new products, new line of business and pricing initiatives and build key metrics analysis
• Support month end and quarter end processes, working closely with accounting, business front line teams and operations teams to understand key variances, summarize and present the results to the finance leadership
• Create reports and dashboards in Hyperion, Excel or Power BI (preferred) to monitor financial trends and relevant metrics and report on key insights
• Prepare executive summaries with monthly/quarterly financial performance and provide actionable financial advice to vertical and functional leadership
• Identify opportunities to enhance, automate and scale our reporting and forecasting processes
• Support key corporate financial deliverables where needed, such as earnings preparation and monthly business reviews

Tools

Hyperion

Power BI

SQL

Excel

Job description

Consultative Search Group in Pasadena, CA is seeking a Senior Financial Analyst to partner with the FP&A function, lead the planning and budgeting cycles, and deliver accurate forecasts for executive leadership.

The role involves building models and dashboards in Hyperion, Excel, and Power BI, performing variance analyses, and presenting actionable insights to business leaders. A Bachelor's in finance or accounting and 4+ years in FP&A or accounting are required; Hyperion experience is preferred.