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Senior Financial Planning Analyst

Ledgent Technology Irvine, CA

Irvine, CA

Today

$75 - $79/hr Full time Senior Budget Management Financial Analysis

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Job Description

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.

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