Current jobs related to Financial Planning Analyst - Santa Monica, California - Red Bull

  • Financial Planning Analyst

    2 weeks ago

    Santa Monica, California, United States Universal Music Group Full time

    Unlock Your Potential as a Financial Planning Analyst at Universal Music GroupWe are seeking a highly skilled Financial Planning Analyst to join our team at Universal Music Group. As a key member of our finance team, you will play a critical role in driving business growth and success through financial planning, analysis, and reporting.Key...

  • Financial Planning Analyst

    2 weeks ago

    Santa Monica, California, United States Universal Music Group Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at Universal Music Group. As a key member of our finance team, you will play a critical role in driving business growth and informing strategic decisions through data-driven insights.Key Responsibilities:Develop and maintain...

  • Financial Analyst II

    4 weeks ago

    Santa Monica, California, United States Dexian Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian. As a Financial Analyst II, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Responsibilities:Analyze financial data to identify trends and patternsDevelop and...

  • Financial Analyst II

    4 weeks ago

    Santa Monica, California, United States Dexian - DISYS Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian - DISYS. As a key member of our finance team, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Responsibilities:Work with our Distributed Partner's metadata...

  • Financial Analyst

    4 weeks ago

    Santa Monica, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Analyst to join our team at First Citizens Bank. As a Financial Analyst, you will be responsible for analyzing financial models, preparing debt sizing models, and conducting due diligence on potential lending opportunities.Key ResponsibilitiesAnalyze detailed financial models to evaluate...

  • Senior Financial Analyst

    2 weeks ago

    Santa Monica, California, United States Activision Blizzard Full time

    Job Title: Senior Financial AnalystAt Activision Blizzard, we're seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance organization, you will play a critical role in driving the Call of Duty business forward.Key Responsibilities:Perform in-depth analysis of player base and in-game store trends to inform product...

  • Senior Financial Analyst

    2 weeks ago

    Santa Monica, California, United States Activision Blizzard Full time

    Job Title: Senior Financial AnalystAt Activision Blizzard, we're seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance organization, you will play a critical role in driving the Call of Duty business forward.Key Responsibilities:Perform in-depth analysis of player behavior and in-game monetization to inform...

  • Financial Planning Analyst

    2 days ago

    Santa Ana, California, United States Kaiser Permanente Full time

    Job Summary: Kaiser Permanente is seeking a highly skilled Financial Planning Analyst to support financial planning, modeling, analysis, and forecasting. The ideal candidate will have a strong background in finance and be able to identify and prepare reports on financial and budgeting trends. This role will also involve assisting in the analysis of...

  • Financial Analyst II

    2 weeks ago

    Santa Monica, California, United States Dexian Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian. As a key member of our finance team, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Responsibilities:Work with our Distributed Partner's metadata and rights...

  • Senior Financial Analyst

    2 weeks ago

    Santa Monica, California, United States A-Mark Financial Corporation Full time

    Job SummaryA-Mark Financial Corporation, a stable financial lending and investment firm, seeks an experienced Senior Accountant to work on-site in their office. The ideal candidate will have accounting/bookkeeping experience, familiarity with QuickBooks and Excel, and knowledge of accounting functions such as bookkeeping, accounts payable, cash receipts,...

  • Senior Financial Analyst

    1 week ago

    Santa Monica, California, United States Activision Blizzard Full time

    Job Title: Senior Financial AnalystAt Activision Blizzard, we're seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance organization, you will play a critical role in driving the Call of Duty business forward.Key Responsibilities:Perform in-depth analysis of player base and in-game store trends to inform product...

  • Treasury Financial Analyst

    3 weeks ago

    Santa Monica, California, United States RAND Full time

    Treasury Analyst Job DescriptionRAND Treasury seeks a seasoned Treasury Analyst to manage a wide range of day-to-day Treasury activities, including liquidity, investments, financing, banking controls, and foreign exchange hedging.Key Responsibilities:Coordinate Treasury input for external and internal audits, and assist with corporate insurance and...

  • Financial Planning Manager

    3 weeks ago

    Santa Monica, California, United States Compu-Vision Consulting Full time

    Job Title: Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at Compu-Vision Consulting. As a key member of our finance department, you will be responsible for developing and implementing financial plans, analyzing financial data, and providing strategic recommendations to senior leadership.Key...

  • Financial Planning Specialist

    3 days ago

    Santa Monica, California, United States Northwestern Mutual Full time

    We are seeking a highly motivated and driven Financial Advisor to provide comprehensive and innovative financial planning services to clients at Northwestern Mutual.As a Financial Advisor, you will work collaboratively with other professionals to develop and implement financial plans that help clients achieve their financial objectives.Key...

  • Financial Planning Specialist

    2 days ago

    Santa Monica, California, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...

  • Financial Planning Specialist

    2 days ago

    Santa Monica, California, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...

  • Financial Planning Specialist

    1 week ago

    Santa Monica, California, United States Northwestern Mutual Full time

    Financial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual.As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...

  • Financial Planning Specialist

    1 week ago

    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Job OverviewWe are seeking a skilled financial professional to join our team at Northwestern Mutual Santa Monica. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...

  • Financial Planning Director

    4 weeks ago

    Santa Monica, California, United States MILKEN INSTITUTE Full time

    About the Milken InstituteThe Milken Institute is a globally recognized think tank that drives practical solutions to global challenges. With a presence in key cities worldwide, we connect human, financial, and educational resources to those who need them most. Our research and analysis bring together top experts, innovators, and influencers from diverse...

  • Financial Planning Specialist

    2 days ago

    Santa Clara, California, United States Priority Financial Group Full time

    Financial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

Financial Planning Analyst

2 months ago

Santa Monica, California, United States Red Bull Full time

The Financial Planning Analyst will support the management team in strategizing, reporting, and evaluating all Point of Sales (POS) investments within RBNA, as well as overseeing the indirect budget for the HQ Sales divisions. This role requires collaboration with various Sales departments, Trade Marketing, and Operations teams across all organizational levels to provide valuable insights and solutions for the RBNA POS and HQ Sales indirect budget. Additionally, you will contribute to the consolidated reporting for the RBNA Trade Marketing (POS) Profit & Loss Area. Daily management of multiple planning and analysis applications is essential to ensure financial clarity and support the strategic decision-making of executive leadership. You will serve as a business partner for the sales departments, conducting analyses and offering recommendations to the Trade Finance manager.

KEY RESPONSIBILITIES

Areas of focus:

All the responsibilities we will entrust to you:

  • MONTH-END CLOSING

    Ensure accurate cut-off and proper expense recognition.

    Confirm that all monthly ordering process activities are finalized appropriately.

    Oversee the monthly accrual process to guarantee proper expense recognition and identify any budget risks.

    Reconcile financial systems (SAP/BI/Hyperion/POS Ordering tool).

    Calculate timing accruals as necessary.

    Review national POS investments to ensure adherence to controlling guidelines.
  • REPORTING & ANALYSIS

    Assist the Finance Manager in developing and enhancing the management reporting package.

    Prepare and distribute a comprehensive monthly report, including insights at the customer hierarchy level using SAP, BI, and Hyperion for each budget owner.

    Analyze actual figures against the latest plan, providing detailed insights and high-quality reporting to business stakeholders.

    Manage all identifiable financial risks in monthly trends that require management intervention.

    Generate a monthly Capex and Depreciation forecast simulation to identify any risks to our POS budget.

    Calculate and report on key performance indicators (KPIs) such as inventory value, inventory provision, and slow-moving inventory risk.
  • PLANNING & FORECASTING

    Coordinate the collection and entry of data for the Business Plan/Revised Estimate.

    Facilitate the timing and input required during the budgeting process.

    Aggregate and consolidate individual plans into a comprehensive total plan.

    Support and challenge budget owners throughout the planning process.

    Prepare year-to-go best estimates to mitigate risks effectively.

    Assist the Trade Finance manager in managing any variances from the agreed-upon budget targets.
  • BUSINESS PARTNERSHIP

    Act as a point of contact for business owners, providing constructive challenges when necessary.

    Engage with various stakeholders, maintaining a service-oriented mindset while also questioning, suggesting, and providing insights.

    Support budget owners in managing inventory availability and potential fund reallocations.

    Collaborate with the business to assess whether POS spending is achieving the desired outcomes.

    Assist Business Managers with budget reallocations and ensure overall budget compliance.

    Evaluate new product developments and their financial implications.

    Prepare scenarios and simulations based on input from budget owners to model impacts.

    Conduct ad hoc calculations and provide insights to enhance business performance.
REQUIRED EXPERIENCE

Your expertise and knowledge:

that are essential for this role:
  • 2-4 years of experience in a finance-related position.
  • A university degree in Business, Accounting, or Finance.
  • Proficiency in Microsoft Office Suite.
  • Familiarity with SAP R/3, SAP BI, and Hyperion is preferred.
  • Ability to deliver results accurately and on time.
  • Highly analytical with a keen attention to detail.
  • Proficient in identifying and analyzing risks and impacts, with the ability to propose alternatives.
  • A structured and organized approach to work.
  • Minimal travel required (0-10%).
  • This is a permanent position.
  • Eligible for benefits.