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Lead Financial Planning Analyst

2 months ago


Los Angeles, California, United States Consultative Search Group Full time

A prominent global consulting firm is in search of a Senior Financial Planning Analyst to enhance their accomplished Financial Accounting division. This position plays a crucial role in the organization, focusing on delivering insightful budgeting, forecasting, and variance analysis to empower business leaders in making strategic decisions. The analyst will also collaborate closely with the Director of Financial Planning on various reports, ad-hoc analyses, and special initiatives related to financial management and expenditures.

Key Responsibilities:

  • Utilizing advanced financial and analytical expertise to generate comprehensive analyses and respond to diverse inquiries.
  • Consistently applying accounting standards and procedures, along with a thorough understanding of various accounting codes, to scrutinize partnership accounting reports and underlying data, identifying discrepancies or issues; conducting in-depth investigations into potentially improper expenditures with professional skepticism and sound judgment.
  • Evaluating and interpreting partnership accounting reports and source data to uncover inconsistencies or issues; diligently investigating any questionable expenditures while exercising professional skepticism and sound judgment.
  • Compiling and presenting findings to management, ensuring appropriate follow-up for resolution or necessary accounting adjustments.
  • Overseeing and assisting in the maintenance of comprehensive records that document methodologies, procedures, sources of information, and assumptions during analytical tasks.
Qualifications:
  • A Bachelor's degree or equivalent in accounting, finance, or a related discipline, with a CPA designation preferred.
  • A minimum of three (3) years of experience in accounting practices and procedures.
  • At least one (1) year of experience in developing financial analyses and generating financial reports.
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