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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 3-5 years of experience in consulting or investment banking.
• 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

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