Financial Analyst

We are looking for a Financial Analyst to join a Financial Services organization in Irvine, California. This role combines financial planning, performance analysis, and business intelligence to help leaders make informed decisions. The ideal candidate will turn complex data into clear insights, improve reporting efficiency, and support planning activities that strengthen business performance.

Responsibilities:

• Drive the annual budget, quarterly outlooks, and longer-term financial planning cycles by gathering inputs, validating assumptions, and consolidating results.
• Produce monthly reporting materials, including performance summaries, variance reviews, and presentation-ready insights for leadership discussions.
• Build and refine financial models that evaluate strategic investments, pricing scenarios, profitability, and other key business decisions.
• Examine financial and operational results to uncover patterns, highlight risks, and identify opportunities for improved performance.
• Work closely with finance partners and cross-functional leaders to deliver recommendations backed by data and business context.
• Create and maintain Power BI dashboards, scorecards, and other reporting tools that provide visibility into executive, departmental, and operational metrics.
• Streamline recurring reporting activities through automation to enhance accuracy, consistency, and turnaround time.
• Convert business reporting needs into scalable analytics solutions while supporting reporting standards, metric definitions, and data governance efforts.
• Perform ad hoc analysis using enterprise data sources and warehouse environments, and assist with data validation, reconciliation, and overall data quality improvement.
• Contribute to Adaptive Planning support, model upkeep, data integration enhancements, and broader process improvement initiatives across Finance and business intelligence functions.
• At least 3 years of experience in financial analysis, FP&A, or a closely related role.
• Demonstrated ability to perform financial modeling, variance analysis, and ad hoc analytical work in a business setting.
• Hands-on experience developing reports or dashboards that translate data into practical business insight.
• Strong analytical skills with the ability to interpret financial and operational information and communicate findings clearly.
• Proficiency with data extraction, manipulation, and analysis techniques across multiple data sources.
• Experience using business intelligence and reporting tools, including Power BI, to support decision-making.
• Familiarity with planning and forecasting processes, including budgeting, reporting, and performance tracking.