Job Description

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

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