Senior Financial Planning Analyst

6-month contract role based in Irvine, CA (Hybrid).

About the Role

Solugenix is assisting a prestigious and large investment management company in their search for a Senior Financial Planning Analyst.

Qualifications

• Minimum of 3 years of experience in accounting, finance, or a related function.
• Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
• MBA 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.

Skills

• Able to critically analyze situations and solve problems effectively.
• Well organized with a proven ability to successfully juggle multiple tasks and meet 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.
• Must have: Financial modeling, variance analysis, financial reporting (budget, actuals, forecast), capex/opex understanding, HC/workforce/vendors/contractors expense management.
• Nice to have: Tech industry knowledge (e.g., Cloud, Infra, FinOps, AI).
• Tools: SAP/S4/Hana, SAC, PBI, very strong in Excel.

Responsibilities

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

Pay

Pay range for CA, CO, IL, NJ, NY, WA, and DC: $79.31/hour.

About the Client

Our client is an American financial services company. It ranks among the world's oldest and largest investment management organizations with offices globally.

About Solugenix

Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, Solugenix is a trusted partner for integrating advanced technologies with streamlined processes. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence.