Senior Financial Planning Analyst

Irvine, California

Salary Details: $79.31 a year

PTR Global
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Senior Financial Planning Analyst

Pay Rate: $79.31/hr w2 + benefits - Not available on 1099 or C2C.

3 days onsite - hybrid in Irvine, CA

14 month contract duration

Responsibilities:

  • Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions

o 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

Skills:

  • 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.

Qualifications:

  • Requires a minimum of 8-12 years of experience in accounting, finance, or a related function.

  • Requires a Bachelors degree in Accounting, Business Administration, Finance, or a related degree.

  • MBA is preferred but not required.

  • Strong written and verbal communication skills; strong presentation skills.

  • Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, 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

Pay Range: $75 - $79/hr

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our Full time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

Date Posted: 30 April 2025
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