Job Description

Financial Planning and Analysis Analyst

Location: Irvine, CA (Onsite M-Th)

Compensation: $110,000-150,000 base + up to 15% bonus | Unlimited PTO | Outstanding Benefits

A high-growth company in the financial services sector is seeking an energetic, take-charge Financial Planning and Analysis professional to join their team! This role is instrumental in supporting financial performance, budgeting, forecasting, and business planning. This is not an operational finance role; as we need someone who can drive change, be a self-starter with strong modeling and grit. Working closely with Accounting, Capital Markets, and executive leadership, the FP&A professional will provide insightful financial analysis, assess key performance indicators (KPIs), and help drive efficiency and productivity across the organization.

Key Responsibilities

Strategic Planning & Financial Analysis:

• Assist in the development and execution of financial planning, budgeting, and forecasting processes.
• Provide forward-looking financial insights and recommendations.
• Support strategic initiatives, capital allocation, and investment projects to maximize value creation.
• Collaborate with Capital Markets and Accounting teams to ensure financial alignment across the organization.

Financial Analysis & Performance Management:

• Develop and monitor key performance indicators (KPIs) to track financial and operational success.
• Analyze business trends, market dynamics, and internal data to identify opportunities for growth and efficiency.
• Conduct scenario analysis, risk assessment, and financial modeling to support decision-making.
• Assist in driving productivity and cost-efficiency initiatives across departments.

Budgeting, Forecasting & Reporting:

• Support the preparation and management of annual budgets, long-term financial plans, and rolling forecasts.
• Present financial reports, insights, and recommendations to leadership.
• Ensure accuracy, consistency, and transparency in financial reporting.
• Assist in implementing best practices and automation tools to enhance FP&A processes.

Cross-Functional Collaboration:

• Partner with Accounting to ensure financial integrity, compliance, and alignment in reporting.
• Work closely with Capital Markets on debt financing, liquidity planning, and investment strategies.
• Act as a financial advisor to business unit leaders to drive operational and financial excellence.

Competencies & Skills

• Strong knowledge of financial modeling, forecasting, and business analytics.
• Experience working in partnership with Accounting and Capital Markets teams.
• Understanding of financial statements, GAAP principles, and investment analysis.
• Exceptional analytical, strategic thinking, and problem-solving skills.
• Excellent communication and presentation abilities, with experience engaging leadership.
• Strong ability to manage competing priorities and drive results under tight deadlines.
• Familiarity with ERP systems, business intelligence tools, and financial planning software.
• Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to work independently, prioritize tasks, and remain highly productive in a fast-paced environment.
• Detail-oriented with a proactive approach to problem-solving and decision-making.
• Strong team player with the ability to work effectively in a cooperative and diverse environment.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
• 5+ years of experience in FP&A, corporate finance, or a related field.

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