Sr. FP&A Analyst

Job Description

Job Summary:

This position is based on‑site and requires four days per week in the Brea office to support collaboration and business needs.

As the Sr. Financial Analyst, you will drive the organization’s financial performance by independently preparing, analyzing, and interpreting complex financial data. You will partner closely with cross‑functional and operational leaders to evaluate results, identify insights, assess risks and opportunities, and support strategic decision making. You will also support Investor Relations, playing a key role in the company’s communications with Wall Street analysts as well as current and potential investors.

This unique position blends financial analysis, strategic messaging, competitive intelligence, and process management and improvement around forecasting and reporting.

• Lead the preparation of daily, monthly and quarterly financial reports, ensuring accuracy, completeness, and business relevant insights.
• Analyze actuals vs. budget/forecast and independently interpret performance drivers; proactively identify risks, opportunities, and performance trends.
• Develop, enhance, and maintain complex financial models, scenario analysis tools, and reporting templates to strengthen planning and decision support.
• Drive core components of the annual budgeting and monthly forecasting cycles, partnering with budget owners to understand assumptions and improve forecast accuracy.
• Manage financial data flows from ERP systems, perform advanced reconciliations, validate data quality, and resolve complex variances.
• Partner in month‑end close activities including advanced accruals, higher complexity account reconciliations, and cross‑functional review of financial entries.
• Provide analytical support for pricing strategy, cost optimization, business cases, capital investments, and enterprise initiatives.
• Partner with cross‑functional teams as well as business and functional leaders to evaluate performance and provide strategic insights.
• Maintain strong governance over financial processes, ensuring adherence to accounting principles, audit standards and internal control requirements.
• Contribute to the development of communication materials including scripts, presentations, Q&A prep, and financial messaging.
• Track and summarize market and competitor developments by monitoring analyst reports, industry news, and equity markets.
• Assist in investor targeting, tracking and communication.
• Participate in meetings with investors and interact regularly with company executive leadership.
• Maintain high ethical standards and serve as a trusted advisor by providing fact‑based, unbiased financial insights—even when recommendations are unpopular.

• Bachelor’s degree required (preferably in accounting, finance, or related field); advanced certifications or advanced degree is a plus.
• 3+ years of relevant finance or FP&A experience.
• Strong experience with ERP systems (e.g., Oracle/SAP) and financial reporting tools (e.g., One Stream/Hyperion).
• Strong understanding of financial statements, accounting principles, and financial planning processes.
• Working knowledge of SOX, controls and procedures.
• Must be able to work 4 days at our corporate office in Brea, CA.

• Advanced Excel skills (complex formulas, pivot tables, data modeling); proficiency with BI/reporting tools preferred.
• Ability to work on‑site during core business hours; extended hours may be required during major reporting and planning periods.
• Ability to travel domestically and internationally up to 10%.
• In depth financial acumen with the ability to solve complex analytical problems using multiple data sources and informed judgment.
• Demonstrated ability to enhance reporting, streamline processes, or develop tools using best practices and business insights.
• Strong communication skills: able to synthesize complex data into clear recommendations for senior business partners.
• Ability to work independently with minimal guidance while managing multiple priorities in a dynamic environment.
• Strong influencing skills and a proven ability to partner effectively…