Senior Analyst Financial Planning and Analysis

San Diego Permanent USD130,000 - USD140,000 per year
  • Competitive Package
  • Exciting career-building opportunity at a rapidly growing company

About Our Client

One of the largest global insurance and asset management providers

Job Description

  • Execute the company's financial planning and analysis activities, including the annual budgeting process, quarterly forecasting, and long-term strategic planning
  • Develop and maintain financial models and dashboards to track and analyze key performance indicators and trends
  • Prepare and present financial reports and analyses to senior management and other stakeholders
  • Partner with other departments to identify areas for cost optimization, process improvement, and revenue growth
  • Monitor and analyze industry trends and economic indicators to inform financial planning and forecasting activities
  • Support when needed other Financial team menbers, providing guidance and support on complex financial analyses and modeling
  • Work closely with accounting and other finance functions to ensure alignment and consistency in financial reporting and analysis
  • Provide ad hoc financial analyses and support to senior management as needed

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred
  • Minimum of 5 years of experience in finance, with at least 3 years in an FP& A role
  • Strong knowledge of financial planning and analysis, including budgeting, forecasting, financial modeling, and performance reporting
  • Excellent analytical and problem-solving skills, with the ability to translate complex financial data into clear and actionable insights
  • Excellent communication and presentation skills, with the ability to effectively communicate financial information to all levels of the organization
  • Be a team player and able to motivate rest of team
  • Proficiency in financial modeling and analysis tools, including Microsoft Excel and other relevant software (Onyx, Anaplan, SAP).

What's on Offer

Competitive Package

Darin Chen
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Job summary

Banking & Financial Services
Sub Sector
Accountancy & Finance
San Diego
Contract Type
Consultant name
Darin Chen
Job Reference