Job Description

We are seeking a Financial Planning Analyst to work on a team at our client site in Irvine, CA The position is scheduled to run for 6 months and can be extended. The role is W2 hourly with Roth Staffing (Ledgent is a division of Roth), with all work taking place for our client. The position is hybrid, and the hiring manager specified that contractors must be in the office three days a week. In addition, the client has informed us that starting in September, the requirement will be for four days a week for both associates and contractors. Experience with investment banking is required.

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

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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