Senior Financial Planning Analyst

Senior Financial Planning Analyst
Irvine, CA
6-Month Contract
Job ID 2023-9283

Solugenix is assisting a client, a prestigious and large investment management company in their search for a Senior Financial Planning Analyst. This is a 6-month contract opportunity based out of Irvine, CA.

Qualifications:

• Requires a minimum of 3 years and a maximum 6 years of experience in management consulting, corporate finance, or a similar function.
• Requires a bachelor’s degree in Economics, Business Administration, Finance, or another quantitative field.
• MBA/CFA is preferred but not required.
• Strong written and verbal communication skills; strong presentation skills (building consulting style PPT presentations).
• Familiarity with digital tools (e.g., PowerBI, Tableau), Microsoft Excel (complex financial modeling), and experience with an enterprise accounting system (such as SAP) and using related data queries.
• Exceptional analytical skills and the ability to understand the impact of operations on financial results.

Performs ad-hoc financial analysis skills:

• Able to critically analyse situations and solve problems effectively.
• Well-organized with a proven ability to successfully juggle multiple tasks and a strong track record of meeting deadlines.
• Demonstrates analytical skills in areas of high complexity and ambiguity.
• Experience in analysing complex financial reports.
• General knowledge of investment vehicles or experience in the investment management industry is preferred.
• Strong communication skills and ability to effectively partner with the Global Finance team.

Responsibilities:

• Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions.
• Analyses 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 financial models, business management reports, and key financial metrics, including recurring financial analysis.
• Find ways to improve value and efficiency in existing financial models and reporting and work with team members to adopt best practices.
• Works well in a collaborative environment and is flexible with navigating ambiguity.
• Works through others to prepare analyses, seeks, and adjusts based on feedback.

Pay Range for CA, CO, IL, NJ, NY, WA: $79.31/hour to $79.31/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training and/or experience.

About the Client
Our client is an American financial services company. It ranks among the world’s oldest and largest investment management organizations. They have offices globally.

About Solugenix

Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world.  The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates.  We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.

For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success.  In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and support needed to make it happen.  We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.