Senior FP&A Analyst

You will collaborate with cross-functional teams on budgeting, reporting, and cost management, ensuring accuracy and insights for senior management. This role involves updating corporate models, preparing executive presentations, and analyzing financial data to inform strategic decisions.

Company Overview
Our client operates within the financial services industry as a fast-growing enterprise supporting corporate financial planning and analysis. Their mission focuses on enabling strategic decision-making through detailed financial modeling and reporting. The organization is expanding rapidly and across multiple locations, providing opportunities for growth and development.

Role Summary
The Senior FP&A Analyst will manage financial forecasting, modeling, and analysis to support company leadership. This role involves updating corporate models, preparing executive presentations, and analyzing financial data to inform strategic decisions. You will collaborate with cross-functional teams on budgeting, reporting, and cost management, ensuring accuracy and insights for senior management. The position reports to a finance manager.

Key Responsibilities

• Lead the annual budgeting process and recurring financial forecasts.
• Develop and maintain complex financial models supporting business planning.
• Analyze financial data to provide insights and recommendations to senior leadership.
• Prepare and present financial reports, variance analysis, and key performance indicators.
• Collaborate with teams to support strategic initiatives through financial insights.
• Identify cost-saving opportunities and monitor expenses across departments.
• Assess financial risks and recommend strategies to mitigate them.
• Communicate financial insights effectively to non-financial stakeholders.

Key Requirements

• Bachelor’s degree in finance or accounting.
• 2-5 years of experience as a financial or business analyst, with a focus on FP&A.
• Proven experience supporting corporate functions with budgeting and reporting.
• Strong proficiency in Excel and familiarity with Essbase and/or Workday Adaptive Planning.
• Experience working with tech spend of $100M+ (labor, vendor, capital).
• Ability to extract data from relational databases such as SQL or Oracle.
• Previous experience supporting the mortgage industry is highly preferred.
• Excellent attention to detail and analytical skills.

This is a 90-day contract position starting ASAP, with the possibility of extension or conversion based on performance. The role is hybrid, requiring onsite presence in Irvine, California on Mondays and Tuesdays. If you meet these requirements and are interested in this opportunity, please apply directly.