Senior Financial Planning Analyst

Ledgent Technology is hiring a Senior Financial Planning Analyst in Irvine, CA (onsite). This role supports strategic financial analysis, budgeting and forecasting, and recurring financial reporting for a business unit or function. You will work closely with finance stakeholders while applying advanced analytics and strong Excel skills to translate drivers into clear recommendations.

Compensation: USD 75–79 per hour.

What you’ll be responsible for

• Develop, maintain, and deliver moderate to complex strategic financial analysis that supports day-to-day operations and key business decisions.
• Analyze financial and business information to identify key drivers at the business unit or functional level, assess issues, draw conclusions, and provide recommendations.
• Build and evaluate the fiscal year plan and forecasts, including multi-year financial projections.
• Support the annual budgeting process through analysis, reporting, and financial modeling.
• Create and present moderate to complex business management reports and key financial metrics, including recurring financial analysis.
• Conduct ad hoc financial analysis as needed.

What you’ll need to qualify

• Strong financial modeling, variance analysis, and financial reporting experience across budget, actuals, and forecast.
• CAPEX/OPEX understanding and experience supporting workforce (internal and external) / 3rd party vendors expense management.
• Advanced Excel and analytical skills for high-complexity, high-ambiguity analysis, including Pivot tables and V-Lookups.
• Ability to solve problems, stay well organized, and manage multiple tasks while meeting deadlines.
• Experience analyzing complex financial reports.
• General knowledge of mutual funds or investment management industry experience is preferred.
• Strong communication skills and ability to partner effectively with the global finance team and business partners, including strong written and verbal communication and presentation skills.
• Minimum 5 years of experience in accounting, finance, or a related function.
• Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
• MBA preferred but not required.
• Strong computer skills, including experience with an enterprise accounting system such as SAP.
• Exceptional analytical ability to understand how operations impact financial results.

Tools & technologies

• Excel (advanced capabilities, Pivot tables, V-Lookups)
• SAP/S4/Hana (including SAP/SAP ECC context)
• SAC
• Power BI (PBI)

Nice to have

• Tech industry knowledge such as Cloud, Infra, FinOps, or AI.