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Senior Financial Planning Analyst


Pay79.31 / hour
LocationIrvine/California
Employment typeFull-Time

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  • Job Description

      Req#: 25-09523
      Employer Industry: Investment Management

      Why consider this job opportunity:
      - Salary up to $79.31/hour
      - Opportunity for career advancement and growth within the organization
      - Hybrid work model offering flexibility between remote and on-site work
      - Engage in strategic financial analysis that supports critical business decisions
      - Work with a prestigious and globally recognized investment management company
      - Be part of a supportive and inclusive workplace culture, recognized as a top workplace

      What to Expect (Job Responsibilities):
      - Develop and deliver moderate to complex strategic financial analyses to support business operations and decisions
      - Analyze financial and business information to assess issues, draw conclusions, and provide actionable recommendations
      - Support the annual budgeting process with detailed analysis, reporting, and financial modeling
      - Develop and deliver key business management reports and financial metrics, including recurring financial analyses
      - Perform ad hoc financial analysis as required

      What is Required (Qualifications):
      - Minimum of 2-4 years of experience in accounting, finance, or a related function
      - Bachelor's degree in accounting, Business Administration, Finance, or a related degree
      - Strong written and verbal communication skills, including presentation abilities
      - Proficiency in Microsoft Excel (Pivot tables, V-Lookups) and experience with an enterprise accounting system (such as SAP)
      - Exceptional analytical skills with the ability to understand the impact of operations on financial results

      How to Stand Out (Preferred Qualifications):
      - MBA is preferred but not required
      - General knowledge of mutual funds or experience in the investment management industry
      - Proven ability to juggle multiple tasks and meet deadlines effectively
      - Experience in analyzing complex financial reports
      - Strong communication skills and ability to partner with global finance teams

      #InvestmentManagement #FinancialAnalysis #CareerOpportunity #HybridWork #TopWorkplace
  • About the company

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