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Senior Financial Planning Analyst

2 months ago

Irvine, United States Solugenix Corp Full time

Senior Financial Planning Analyst
Irvine, CA
6-Month Contract
Job ID 24-09135

Solugenix is assisting a client, a prestigious and large investment management company in their search for a Senior Financial Planning Analyst. This is a 6-month contract opportunity based out of Irvine, CA.

Qualifications:

Requires a minimum of 8-12 years of experience in accounting, finance, or a related function.
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.

Skills:

Able to critically analyze situations and solve problems effectively.
Well-organized with a proven ability to successfully juggle 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.

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.

Pay Range for CA, CO, IL, NJ, NY, WA, and DC: $79.31/hour to $79.31/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience.

Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

About the Client
Our client is an American financial services company. It ranks among the world's oldest and largest investment management organizations. They have offices globally.

About Solugenix
Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world. The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates. We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.
For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success. In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and support needed to make it happen. We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.