Successful multi-billion dollar investment company is looking for a talented Lead FP&A Analyst Lead to join the team! This position reports to the Senior FP&A Manager at the HQ in Orange County. The ideal candidate will have a very strong foundation in FP&A, financial modeling, strong knowledge of GAAP knowledge, and advanced excel/technical skills.
The Finance Planning and Analysis Lead is responsible for overseeing the financial planning and analytical functions. This position will be collaborating with various departments to develop budgets, forecast financial performance, and provide strategic insights to support decision-making.
Responsibilities
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Generate project budget reports and lead review meetings
Oversee and manage the continued development of Budgeting, Financial Forecasting, and Modeling tools
Prepare PowerPoint presentations summarizing reported results, forecasts and analytics as well as recommendations
Quarterly and Monthly Financial reports
Implement and work with a Business Intelligence Tool and Dashboard reports
Improve performance by evaluating processes to drive efficiencies
Develop financial models and analyses to support strategic initiatives
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Supporting Senior Management Team and Departments heads with in-depth analysis
Prepare presentations to Senior Management Team
Assist Finance team with month end close procedures
Any other work as directed by management
Qualifications:
Bachelor's Degree required; finance or accounting major preferred (other mathematically rigorous majors will also be considered, if coupled with strong business acumen, knowledge of finance and relevant work experience)
CPA preferred, but not required (CPA candidates will be considered as well)
Three to five years work experience in accounting or finance
Fluency with Excel formulas and functions; proficiency in financial modeling techniques
Strong PowerPoint skills; proficiency with the Microsoft Office Suite generally
Strong analytical, problem-solving and organizational skills
Keen eye for detail and ability to work independently
Ability to multi-task in a fast-paced environment with fluctuating priorities
Commitment to consistently meet strict deadlines
Excellent verbal, written and interpersonal communication skills