JOB TITLE
Senior FP&A Analyst
LOCATION
Irvine, California - Hybrid
ROLE SUMMARY:
Update the corporate forecast model, prepare executive and board materials, and deliver financial analysis that supports management decisions. This role focuses on technology FP&A, including technology cost modeling, project forecasting, financial metrics, and analysis of cloud, software, infrastructure, and data expenses.
KEY RESPONSIBILITIES:
- Lead the annual budget process, recurring forecasts, and long-term financial models.
- Prepare financial reports, variance analysis, and key performance indicators.
- Develop and maintain complex models to evaluate business scenarios and initiatives.
- Provide financial analysis and recommendations for strategic decisions and technology projects.
- Monitor departmental and organizational expenses and identify cost optimization opportunities.
- Analyze technology costs, including cloud spend, software licensing, infrastructure, and data center expenses.
- Communicate financial insights to senior management and non-financial stakeholders.
KEY REQUIREMENTS:
- Bachelor’s degree in finance or accounting.
- Four or more years of experience in a financial analyst or business analyst role.
- Expertise in technology FP&A.
- Advanced Excel skills and financial modeling experience.
- Experience with relational databases, including SQL or Oracle, and the ability to extract raw data.
- Experience working with large datasets and data warehouses.
- Experience with Power BI, Tableau, or Looker.
- Mortgage industry experience preferred; Workday Adaptive Planning experience preferred.
Apply if you have the technology FP&A expertise and financial modeling background to support forecasting, reporting, and strategic decision-making. Our client is seeking a detail-oriented analyst who can turn complex financial and operational data into clear business insight.
