Senior OR Financial Analyst / FP&A
Level / Title depends on experience and qualification
Our client is a large reputable and leading Financial Services institution located in the San Gabriel Valley area offering excellent Benefits, 401K, Employee Stock Purchase Plan, Major Holidays and abundant of PTO.
Flexible Hybrid 3 on / 2 off Work Schedule.
Summary :
Financial Planning & Analysis (FP&A) Department drives the Company’s annual planning and budgeting cycle and is central to company’s executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities.
Responsibilities :
- Perform data mining and apply analytics to reconcile large volume data from various operating systems
- Drive research, data mining and model validation efforts pertaining to departmental budgets and profitability application
- Execution of day-to-day financial planning and reporting activities, including, but not limited to, executive management reporting, financial budgets & forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&L reforecasting
- Analysis of operational and financial data to identify trends and drivers; summarize conclusions and implications of analysis
- In charge of the business segment and MD&A portion of the company’s quarterly SEC reporting
- Coordinate with business units to aggregate and analyze data to complete ad-hoc inquiries on timely basis
- Assist in the preparation of clear and concise presentation materials for Senior Management
- Contribute in the creation of an annual budget and quarterly financial forecast for the Company through strategic mathematical / financial modeling and target-setting processes
Qualifications :
- Bachelor’s Degree in finance, accounting, or equivalent majors; MBA and / or CPA a plus
- 3+ years of experience in corporate FP&A and / or accounting preferred
- Experience with Oracle, Hyperion planning budgeting system preferred
- SEC reporting experience and SQL skills are a plus
- Strong math, analytical and problem solving skills
- Proficient in Excel and Microsoft Office suite
- Strong sense of ownership and be able to deliver results within tight deadlines
- Excellent interpersonal and communication abilities
- Strong team player and be able to thrive in a collaborative team environment
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
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Remote working / work at home options are available for this role.
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