Sr. Financial Planning Analyst

Irvine, California | Contract

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  • Senior Financial Planning Analyst   (Hybrid, 3 days onsite)
    Irvine, CA 92618
    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

    Skills:

    •  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.

    Qualifications:

    • Requires a Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
    • Requires a minimum of 8-12 years of experience in accounting, finance, or a related function.
    • 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
    • Business Partnering, including senior leadership

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