Financial Analyst - FP&A

Origence • Irvine, CA

4d • Hybrid

About The Position

Shaping the Future of Lending With 30 years of fintech leadership, Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI to enhance the way we work and create value for our clients, and we're seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact. Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, business intelligence, and analytics initiatives across the organization. This role serves as a key partner to the FP&A team by delivering financial analysis, developing Power BI reporting solutions, supporting planning processes, and leveraging enterprise data to drive business insights. The ideal candidate combines strong financial acumen with modern data and business intelligence capabilities and is passionate about improving decision-making through data, automation, and reporting excellence. The Origence Mindset At Origence, we are self-aware, adaptable, and relentlessly focused on creating meaningful impact. We think like owners, embrace complexity and ambiguity, challenge conventional thinking, and continuously pursue smarter, more effective ways to solve problems and advance the business. If this mindset reflects who you are, you may be exactly who we're looking for.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
• 5-10 years of experience in FP&A, financial analysis, business intelligence, or analytics.
• Advanced Excel and financial modeling skills.
• Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices.
• Strong understanding of financial statements, budgeting, forecasting, and performance analysis.
• Excellent analytical, communication, and presentation skills.
• Ability to work effectively across Finance, Technology, and business teams.

Nice To Haves

• Experience with Adaptive Planning.
• Experience with SQL.
• Experience with Microsoft Fabric.
• Experience working with enterprise data warehouse environments.
• Experience with reporting automation and business intelligence initiatives.
• Experience in financial services, lending, fintech, SaaS, or technology organizations.
• Working knowledge of ASC606

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning processes.
• Prepare monthly financial reporting packages, variance analyses, and management presentations.
• Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations, and business cases.
• Analyze financial and operational performance, identifying key trends, risks, and opportunities.
• Partner with business leaders and Finance team members to deliver actionable insights and recommendations.
• Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
• Create executive, departmental, and operational KPI reporting.
• Automate recurring reporting processes to improve efficiency, consistency, and accuracy.
• Translate business requirements into scalable reporting and analytical solutions.
• Support development and governance of enterprise reporting standards and metric definitions.
• Analyze financial and operational data to identify trends, business opportunities, and performance drivers.
• Leverage enterprise data sources and data warehouse environments to support reporting and analytics.
• Utilize SQL and other analytical tools to extract, transform, and analyze data.
• Perform ad hoc analyses to support Finance, Product, Operations, and Executive Management.
• Assist with data validation, reconciliation, and data quality initiatives.
• Support Adaptive Planning administration, reporting, and process enhancements.
• Assist with planning model maintenance, data integrations, and reporting improvements.
• Identify opportunities to streamline planning, reporting, and analytics processes through automation.
• Participate in Finance transformation and business intelligence initiatives.
• Collaborate with Finance, IT, and business stakeholders to continuously improve data accessibility and reporting capabilities.

Benefits

• 401(k) with 8% Company Match
• Flexible Work Environment
• Competitive Paid Time Off
• Tuition Reimbursement & Education Benefits
• Comprehensive Health & Wellness Benefits
• Microsoft Copilot and AI-Enabled Tools
• Continuous Learning & Development Opportunities
• A culture of connection, celebration, and growth through employee-driven programs, company events, holiday celebrations (Star Wars Day), monthly town halls, quarterly company meetings, and team traditions like Bring Your Kid to Work Day

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level