Financial Planning Analyst

1 week ago

Irvine, United States Better Debt Solutions Full time

At Better Debt Solutions, our purpose goes beyond financial matters - it's about transforming lives. We understand the weight of debt and the impact it can have on families and individuals. With unwavering compassion, we embark on a journey to uplift, empower, and guide those in need towards a brighter future. Rooted in empathy, our mission is to provide tailored strategies, transparent practices, and results that exceed expectations. Through fostering a culture of empowerment, we bring together our dedicated team and clients in a shared pursuit of a better tomorrow. Helping people isn't just a goal for us; it's the very essence of who we are. We're driven by the opportunity to make a meaningful difference in the lives we touch. With our comprehensive services and dedicated approach, we aim to equip families and individuals with the tools they need to overcome challenges, achieve aspirations, and forge a path to financial freedom.

At Better Debt Solution, we're on the lookout for a dedicated Financial Planning Analyst who embodies the values we hold dear. We're seeking individuals who are exceptionally detail-oriented, proactive team players with strong communication skills. If you're someone eager to level up in your career and make a significant impact on individuals and families facing financial hardships, helping them achieve financial freedom, then we invite you to consider joining our team. Your talents and dedication will play a vital role in our mission to make a positive difference in people's lives.

**_ What you'll be doing:_**
- Collaborating with the accounting department on accounting related information
- Liaising with senior management, heads of departments and senior leadership
- Building annual budgets and forecasts for different business units and consolidating into a master budget
- Prepare monthly, quarterly and yearly internal management reports and other management key deliverables
- Assist in process optimization and automation to increase operational efficiency
- Conduct economic, market research and competition analysis and evaluate impact to business operation
- Provide and evaluate business performers using company KPIs at entity and department levels
- Prepare variance analyses against budgets, historical and benchmark using various variance analysis techniques
- Maintain the business risk matrix and support business response to identified risks
- Maintain and develop existing financial models to provide value to senior leadership used in the reporting and valuation processes
- Assist the director of finance on Ad-Hoc assignments

**_What we're looking for:_**
- Bachelor's degree in accounting, finance or economics.
- Minimum 3 years of experience with a mix of public accounting and industry experience heavily focused on data analysis and optimization.
- Proven ability to automate processes using python or VBA.
- Proficient at using Tableau or Power BI in presenting and visualizing complex financial data sets
- CFA/CPA not required but a plus
- Strong understanding of cost accounting.
- General understanding of financial and operational process flow
- Demonstrated ability for financial analysis.
- Detail oriented with a flexible mindset.
- Strong communication skills, both written and verbal.
- Strong organizational skills and availability to manage growth
- Forward thinking and a team player
- High proficiency in Excel
- Better Debt Solutions is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factors._

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