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Addison Group

Senior Financial Analyst

Addison Group, Irvine, California, United States, 92713

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Base Pay Range $95,000.00/yr - $120,000.00/yr

Additional Compensation Types Annual Bonus

Senior Financial Analyst – Operations FP&A What the Company Offers

Highly competitive compensation package, including medical, dental, vision, life & disability benefits

401(k) with company match, paid holidays, and paid time off

A fast-paced, collaborative, and team-oriented environment

Career growth opportunities with clear advancement paths

Complimentary office snacks and beverages

Position Summary The

Senior Financial Analyst

is a visible and impactful role responsible for supporting budgeting, forecasting, management reporting, and long-range strategic planning. This position works closely with regional operations and senior leadership to analyze performance trends, identify improvement opportunities, and support strategic initiatives that drive growth and profitability.

The ideal candidate is a

self-starter, adaptable, and collaborative

professional who thrives in a dynamic environment and can balance recurring deliverables with ad hoc requests from senior management.

Key Responsibilities

Serve as a financial partner to regional operations leadership, providing insight and guidance on performance and planning

Lead and coordinate the annual budgeting process across assigned regions, including detailed branch-level budgets

Develop forecasts, monitor KPIs, and analyze variances to drive informed decision-making

Prepare monthly management reporting packages and performance summaries

Translate data into actionable insights and recommendations for leadership

Ensure the integrity, accuracy, and confidentiality of financial data and information

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field

5+ years of relevant experience in financial planning, forecasting, and analysis

Experience with planning and reporting systems (Planful/Host Analytics and Power BI preferred)

Advanced Excel modeling and data analysis skills

Strong communication, interpersonal, and presentation abilities

Proven capacity to work cross-functionally and manage multiple priorities

High attention to detail and strong analytical thinking

Ability to thrive under tight deadlines in a fast-paced environment

Certified Corporate Financial Planning & Analysis Professional (FP&A) certification preferred

Personal Attributes

Intellectually curious, proactive, and solutions-oriented

Adaptable to change and maintains a positive, collaborative attitude

Strong work ethic with a focus on accuracy and quality

Office-based position using standard business technology and tools

May require occasional travel to regional locations

Other duties may be assigned as business needs evolve

Seniority Level Associate

Employment Type Full-time

Job Function Finance

Industries Transportation, Logistics, Supply Chain and Storage

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