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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 #TopWorkplaceAbout the company
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