Solugenix · 3 hours ago
Senior Financial Planning Analyst
Irvine, CA
Contract
Hybrid
Mid, Senior Level
$79.31/hr - $79.31/hr
3+ years expSolugenix is assisting a prestigious investment management company in their search for a Senior Financial Planning Analyst. This role involves performing complex financial analysis to support business operations and decisions, as well as developing financial models and forecasts.
ConsultingHuman ResourcesInformation TechnologyStaffing Agency
Hiring Manager
Angela A.
Responsibilities
Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions
Analyses 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 financial models, business management reports, and key financial metrics, including recurring financial analysis
Find ways to improve value and efficiency in existing financial models and reporting and work with team members to adopt best practices
Works well in a collaborative environment and is flexible with navigating ambiguity
Works through others to prepare analyses, seeks, and adjusts based on feedback
Qualification
Required
Requires a minimum of 3 years and a maximum 6 years of experience in management consulting, corporate finance, or a similar function
Requires a bachelor's degree in Economics, Business Administration, Finance, or another quantitative field
Strong written and verbal communication skills; strong presentation skills (building consulting style PPT presentations)
Familiarity with digital tools (e.g., PowerBI, Tableau), Microsoft Excel (complex financial modeling), and experience with an enterprise accounting system (such as SAP) and using related data queries
Exceptional analytical skills and the ability to understand the impact of operations on financial results
Able to critically analyse situations and solve problems effectively
Well-organized with a proven ability to successfully juggle multiple tasks and a strong track record of meeting deadlines
Demonstrates analytical skills in areas of high complexity and ambiguity
Experience in analysing complex financial reports
Strong communication skills and ability to effectively partner with the Global Finance team
Preferred
MBA/CFA is preferred but not required
General knowledge of investment vehicles or experience in the investment management industry is preferred
Company
Solugenix
Solugenix is a leading IT services and staffing firm providing IT service management, support center services and more.
1001-5000 employees
H1B Sponsorship
Solugenix has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (22)
2023 (23)
2022 (10)
2021 (20)
2020 (16)
Funding
Current Stage
Late StageLeadership Team
Shashi Jasthi
President and CEO
Steve Booze
VP of Global Capability & Brand
Recent News
2025-08-04
2025-07-31
2025-07-09
Company data provided by crunchbase