Financial Planning and Analysis Analyst

Location: Irvine, CA (Onsite M-Th)

Compensation: $110,000-150,000 base + up to 15% bonus | Unlimited PTO | Outstanding Benefits

A high-growth company in the financial services sector is seeking a Financial Planning and Analysis professional to join their tedam. This role is instrumental in supporting financial performance, budgeting, forecasting, and business planning. Working closely with Accounting, Capital Markets, and executive leadership, the FP&A professional will provide insightful financial analysis, assess key performance indicators (KPIs), and help drive efficiency and productivity across the organization.

Key Responsibilities

Strategic Planning & Financial Analysis:

• Assist in the development and execution of financial planning, budgeting, and forecasting processes.
• Provide forward-looking financial insights and recommendations.
• Support strategic initiatives, capital allocation, and investment projects to maximize value creation.
• Collaborate with Capital Markets and Accounting teams to ensure financial alignment across the organization.

Financial Analysis & Performance Management:

• Develop and monitor key performance indicators (KPIs) to track financial and operational success.
• Analyze business trends, market dynamics, and internal data to identify opportunities for growth and efficiency.
• Conduct scenario analysis, risk assessment, and financial modeling to support decision-making.
• Assist in driving productivity and cost-efficiency initiatives across departments.

Budgeting, Forecasting & Reporting:

• Support the preparation and management of annual budgets, long-term financial plans, and rolling forecasts.
• Present financial reports, insights, and recommendations to leadership.
• Ensure accuracy, consistency, and transparency in financial reporting.
• Assist in implementing best practices and automation tools to enhance FP&A processes.

Cross-Functional Collaboration:

• Partner with Accounting to ensure financial integrity, compliance, and alignment in reporting.
• Work closely with Capital Markets on debt financing, liquidity planning, and investment strategies.
• Act as a financial advisor to business unit leaders to drive operational and financial excellence.

Competencies & Skills

• Strong knowledge of financial modeling, forecasting, and business analytics.
• Experience working in partnership with Accounting and Capital Markets teams.
• Understanding of financial statements, GAAP principles, and investment analysis.
• Exceptional analytical, strategic thinking, and problem-solving skills.
• Excellent communication and presentation abilities, with experience engaging leadership.
• Strong ability to manage competing priorities and drive results under tight deadlines.
• Familiarity with ERP systems, business intelligence tools, and financial planning software.
• Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to work independently, prioritize tasks, and remain highly productive in a fast-paced environment.
• Detail-oriented with a proactive approach to problem-solving and decision-making.
• Strong team player with the ability to work effectively in a cooperative and diverse environment.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
• 5+ years of experience in FP&A, corporate finance, or a related field.