Sr Financial Planning Analyst
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-23
Listing for:
Ledgent Technology
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Corporate Finance -
Business
Financial Analyst
Job Description & How to Apply Below
Salary: USD
74 - USD
79.31 per hour
Duration –6+ months, Contract, W-2
Location – Irvine, CA
Responsibilities:- 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 ad hoc financial analysis
- Financial modeling, variance analysis, financial reporting (budget, actuals, forecast), capex/opex understanding, HC/workforce/vendors/contractors expense management.
- Nice to have: tech industry knowledge (e.g., Cloud, Infra, Fin Ops, AI).
- Tools: SAP/S4/Hana, SAC, PBI, very strong in excel.
- 3+ years of experience in accounting, finance, or a related function.
- Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree. MBA is preferred.
- Strong written and verbal communication skills; strong presentation skills.
- Strong computer skills, especially in Microsoft Excel (Pivot tables, VLookups, 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
- Able to critically analyze situations and solve problems effectively.
- Well organized with a proven ability of successfully juggling 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.
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