Senior FP&A/Financial Analyst II [Hybrid Sch'l] for large publicly traded Financial Services institution Job at Vertical Careers, Inc., Pasadena, CA

aFhGTmJIK3pOTzdDY3R0V1VZS1FZdG54R1E9PQ==
  • Vertical Careers, Inc.
  • Pasadena, CA

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

Job Tags

Holiday work, Full time, Flexible hours,

Similar Jobs

China Global Connections

Chemistry Teacher Job at China Global Connections

We are looking for a Chemistry Teacher for a bilingual schoolbased in Shanghai. This is a full-time position starting in February 2025.About the schoolA bilingual school, which was founded five years ago, issituated in the middle of the Pudong district of Shanghai. It... 

KOHLS

Full-Time Loss Prevention Supervisor Job at KOHLS

 ...opportunities to all leadersConduct operational audits and physical security inspections to ensure the store is in compliance with Kohl's policies and proceduresPartners with store personnel to address opportunities for improvementWork to create a culture of... 

Fever

Event Producer Job at Fever

 ...experience. Sounds amazing, right? About The Role We are looking for an experienced, passionate, and critical-thinking event producer who will support our Executive Producer and Project Manager in all aspects of production ensuring that high-quality experiences... 

All About Kids

Early Intervention Service Coordinator Job at All About Kids

 ...families identify and prioritize concerns, while simultaneously adhering to the timelines and procedures set forth by local and NYS Early Intervention Program guidelines. The ideal candidate for this role has prior experience in service coordination, is organized, and able to... 

Visiting Rehab and Nursing Services

Occupational Therapy Assistant - COTA Job at Visiting Rehab and Nursing Services

 ...clinician-owned company that truly cares and understands what home healthcare is all about. We are searching for an energetic Occupational Therapy Assistant (COTA) to join our amazing TEAM of clinicians that serves the Springfield residential area of Massachusetts. This...