What are the responsibilities and job description for the Senior Financial Planning Analyst position at WinCorp Solutions?
WinCorp Solutions is seeking a Senior Financial Planning Analyst to serve as a hybrid consultant for our Fortune 500 client, a financial services / investments company located in Irvine, CA. Our client is looking for someone URGENTLY, so come apply today!
JOB DESCRIPTION : Responsibilities :
Develops / initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions
o Analyzes 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 business management reports and key financial metrics, including recurring financial analysis
Performs ad hoc financial analysis
Skills :
Able to critically analyze situations and solve problems effectively.
Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines.
Demonstrates analytical skills in areas of high complexity and ambiguity.
Experience in analyzing complex financial reports.
General knowledge of mutual funds or experience in the investment management industry is preferred.
Strong communication skills and ability to effectively partner with the global finance team.
Qualifications :
Requires a minimum of 2-4 years of experience in accounting, finance, or a related function.
Requires a Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
MBA is preferred but not required.
Strong written and verbal communication skills; strong presentation skills.
Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP).
Exceptional analytical skills and the ability to understand the impact of operations on financial results
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