Senior Financial Planning Analyst

3 weeks ago


Irvine, United States Randstad USA Full time

We are hiring a contract Sr. Financial Planning Analyst - Hybrid position in Irvine, CA


Job Details:

Client: Major Financial Services

Duration: 12 months

Location: Irvine, CA

Title: Sr. Financial Planning Analyst

Pay Rate: $60 to $70/ Hr


Description:

3 days a week on-site in Irvine


OBJECTIVES/PURPOSE

Our client is looking to hire a Senior Financial Planning Analyst for a 12 month contract assignment. The Senior Financial Planning Analyst will be responsible for delivering moderate to complex strategic financial analysis to support business operations and decisions. The ideal candidate will have 8 to 12 years of experience in accounting, finance, or related function. Requirements:

  • Able to critically analyze situations and solve problems effectively.
  • Well organized with a proven ability of successfully juggling multiple tasks and a solid 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.
  • Excellent communication skills and ability to effectively partner with the global finance team.



JOB DUTIES:

  • 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

Financial Analysis

Financial Reporting

Financial Planning

Strategic Planning

Verbal Communication

Written Communication

Microsoft Excel

SAP

MBA


Qualifications

Years of experience: 8 years+

Advanced Excel Required

SAP is a plus (or similar systems)



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