Alliance Resource Group
Financial Planning & Analysis Analyst
Alliance Resource Group, Irvine, Kentucky, United States, 40336
Overview
Alliance Resource Group is partnered with a large software organization in Irvine to find their next stellar FP&A Analyst. The FP&A Analyst will serve as a key contributor to the company’s financial planning, budgeting, forecasting, and analysis initiatives. Working within a global context, this role requires strong collaboration skills, the ability to meet important deadlines, and a high level of accountability. The ideal candidate is proactive, able to work effectively under pressure, and delivers meaningful insights that inform financial direction and enhance organizational performance. A strong background in accounting, financial operations, and strategic analysis is essential for success. This position follows a hybrid schedule and requires commuting to the company’s headquarters in Irvine, CA. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced certifications (CPA, CFA, MBA) are a plus. 8+ years of experience in FP&A, corporate finance, or similar roles; experience in SaaS, software, or B2B industries is preferred. Deep understanding of financial reports including the income statement, balance sheet, and cash flow. Skilled at distilling complex financial information into clear, actionable insights. Strong communicator with the ability to engage across global teams. Self-motivated and able to operate both independently and within cross-functional, international teams. Proven ability to manage multiple tasks and deadlines effectively. Familiarity with NetSuite, SAP BFC, Power BI, and related accounting/BI systems is highly desirable. Essential Functions
Financial Modeling Collaborate with global teams (Accounting, Sales Ops, Services) to support financial planning and improve margins. Create and maintain detailed financial models to evaluate performance and predict future outcomes. Provide rapid, insightful analysis to support executive decision-making. Financial Reporting Review and interpret financial data, identifying variances from forecasts and budgets. Analyze trends and recommend improvements. Support management reporting by tracking operational and financial KPIs according to reporting schedules. Develop monthly business reviews for the executive team and Arkance leadership. Create clear, data-driven financial reports, presentations, and dashboards for stakeholders. Model and forecast sales performance and revenue projections. Safeguard the confidentiality of sensitive financial information. Budgeting & Forecasting Lead development of financial budgets and forecasts aligned with strategic and operational goals. Guide business unit leaders through budget and forecast creation. Assist with preparation of budget and forecast presentations for internal and external audiences. Build and maintain modeling tools and templates. Complete additional duties as assigned. Responsibilities may be updated as organizational needs evolve. Other Requirements
Adaptability in fast-paced, high-performance environments. Proactive mindset for streamlining processes and introducing innovative solutions. Strong sense of ownership and collaborative spirit. Willingness to adjust to shifting priorities. Physical Requirements
Primarily sedentary role, with occasional standing. Frequent use of computer systems and office technology. Related Jobs
Portfolio Analyst — Irvine, CA Associate, Finance, Risk & Compliance — Irvine, CA Senior Asset Mgmt. Analyst — Newport Beach, CA
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Alliance Resource Group is partnered with a large software organization in Irvine to find their next stellar FP&A Analyst. The FP&A Analyst will serve as a key contributor to the company’s financial planning, budgeting, forecasting, and analysis initiatives. Working within a global context, this role requires strong collaboration skills, the ability to meet important deadlines, and a high level of accountability. The ideal candidate is proactive, able to work effectively under pressure, and delivers meaningful insights that inform financial direction and enhance organizational performance. A strong background in accounting, financial operations, and strategic analysis is essential for success. This position follows a hybrid schedule and requires commuting to the company’s headquarters in Irvine, CA. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced certifications (CPA, CFA, MBA) are a plus. 8+ years of experience in FP&A, corporate finance, or similar roles; experience in SaaS, software, or B2B industries is preferred. Deep understanding of financial reports including the income statement, balance sheet, and cash flow. Skilled at distilling complex financial information into clear, actionable insights. Strong communicator with the ability to engage across global teams. Self-motivated and able to operate both independently and within cross-functional, international teams. Proven ability to manage multiple tasks and deadlines effectively. Familiarity with NetSuite, SAP BFC, Power BI, and related accounting/BI systems is highly desirable. Essential Functions
Financial Modeling Collaborate with global teams (Accounting, Sales Ops, Services) to support financial planning and improve margins. Create and maintain detailed financial models to evaluate performance and predict future outcomes. Provide rapid, insightful analysis to support executive decision-making. Financial Reporting Review and interpret financial data, identifying variances from forecasts and budgets. Analyze trends and recommend improvements. Support management reporting by tracking operational and financial KPIs according to reporting schedules. Develop monthly business reviews for the executive team and Arkance leadership. Create clear, data-driven financial reports, presentations, and dashboards for stakeholders. Model and forecast sales performance and revenue projections. Safeguard the confidentiality of sensitive financial information. Budgeting & Forecasting Lead development of financial budgets and forecasts aligned with strategic and operational goals. Guide business unit leaders through budget and forecast creation. Assist with preparation of budget and forecast presentations for internal and external audiences. Build and maintain modeling tools and templates. Complete additional duties as assigned. Responsibilities may be updated as organizational needs evolve. Other Requirements
Adaptability in fast-paced, high-performance environments. Proactive mindset for streamlining processes and introducing innovative solutions. Strong sense of ownership and collaborative spirit. Willingness to adjust to shifting priorities. Physical Requirements
Primarily sedentary role, with occasional standing. Frequent use of computer systems and office technology. Related Jobs
Portfolio Analyst — Irvine, CA Associate, Finance, Risk & Compliance — Irvine, CA Senior Asset Mgmt. Analyst — Newport Beach, CA
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