Senior FP&A Analyst

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.