Financial Planning Analyst

Solugenix is assisting a client, a prestigious and large investment management company in their search for a Financial Planning Analyst
. This is a 6-month contract opportunity based out of Irvine, CA (Hybrid).

• Requires a minimum of 2-4 years of experience in accounting, finance, or a related function.
• Requires a Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
• MBA is preferred but not required.
• Strong written and verbal communication skills; strong presentation skills.
• Strong computer skills, especially in Microsoft Excel (Pivot tables, V‑Lookups, etc) and experience with an enterprise accounting system (such as SAP).
• Exceptional analytical skills and the ability to understand the impact of operations on financial results.

• Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions.
• Analyzes financial and business information and key drivers at a business unit or functional level to assess business issues, draw conclusions and provide recommendations for determining courses of action.
• Develops, delivers, and assesses the fiscal year plan and forecasts for a business unit or function as well as multi‑year financial projects.
• Supports the annual budgeting process with analysis, reporting, and financial modeling.
• Develops and delivers moderate to complex business management reports and key financial metrics, including recurring financial analysis.
• Performs adhoc financial analysis.

• Able to critically analyze situations and solve problems effectively.
• Well organized with a proven ability to successfully juggle multiple tasks and a strong track record of meeting deadlines.
• Demonstrates analytical skills in areas of high complexity and ambiguity.
• Experience in analyzing complex financial reports.
• General knowledge of mutual funds or experience in the investment management industry is preferred.
• Strong communication skills and ability to effectively partner with the global finance team.

$70/hour to $70/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience.

Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Our client is an American financial services company. It ranks among the world's oldest and largest investment management organizations. They have offices globally.

Solugenix is a leader in IT services, delivering cutting‑edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance—providing clients with reliability and a strong competitive edge.

Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world‑class technology solutions. Partnering with Solugenix means more than just business—it means having a dedicated ally focused on your success in today's fast‑evolving digital world.