Senior Financial Planning Analyst

Company: WinCorp Solutions
Location: Irvine
Posted on: April 25, 2025

Job Description:

Senior Financial Planning Analyst

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
WinCorp Solutions is seeking a Financial Planning Analyst to serve as a consultant for our client, a global financial services company located in Irvine, CA. This is a full-time, hybrid consulting opportunity. We provide desirable enterprise client engagements and strive for excellent consultant care. Our philosophy is that it is not just about the clients but also respect for our greatest asset, our people.

Qualifications:

Must have knowledge of SAP BPC/EPM.
Highly preferred experience in Data Analysis (basic excel modeling is a plus here).
Requires knowledge of Financial Reporting, Budgeting and Forecasting.
Must have strong problem-solving and collaboration skills.

Prefers experience in Investment banking or similar industry.
Requires a Bachelors degree in Accounting, Business Administration, Finance, or a
related degree. MBA is preferred but not required.

Responsibilities:

Performs financial analysis by utilizing key financial indicators and business drivers.
Prepares and reviews management reports; contributes to an environment of continuous improvement, including streamlining reporting and increasing the efficiency of processes.
Collaborates with business partners, including senior business leaders, to develop
budgets, forecasts, and various ad hoc analyses.
Ability to think conceptually and analytically about key impacts of operations on
financial results.
Ability to identify process improvement opportunities for processes and reports.

Keywords: WinCorp Solutions, Irvine , Senior Financial Planning Analyst, Accounting, Auditing , Irvine, California