Financial Planning And Analysis Analyst

Aston Carter • Irvine, CA

3d • $85,000 - $95,000 • Hybrid

About The Position

The Financial Planning & Analysis Analyst analyzes business performance, forecasts future results, supports cash-flow optimization, and identifies opportunities to improve profitability and operational efficiency. The role partners with leaders across the organization and teams in Finance, Operations, Supply Chain, Sales, and Accounting to turn financial and operational data into recommendations and strategic decisions.

The position develops and maintains financial models, produces dashboards and executive reporting, conducts scenario analysis, monitors liquidity and working capital, and assists with treasury activities and lender reporting. It also advances process improvements through automation, AI, and data analytics. This is a permanent hybrid position based in Irvine, California, with remote Fridays. The stated annual pay range is $85,000–$95,000.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, Statistics, or a related field.
• At least 2 years of experience in FP&A, financial analysis, business intelligence, operations finance, or a related area.
• Advanced Excel skills, including financial modeling and data analysis.
• Experience with Power BI, Domo, SQL, Tableau, or similar reporting tools.
• Strong analytical skills and ability to translate data into business recommendations.
• Excellent communication skills and confidence presenting to leadership.
• Self-starter who can thrive in a fast-paced, growth-oriented environment.

Nice To Haves

• Experience in CPG, manufacturing, distribution, logistics, retail, or supply chain environments.
• NetSuite or other ERP system experience.
• Treasury, cash flow forecasting, or lender reporting exposure.
• Interest in using automation and AI to improve business processes.

Responsibilities

• Analyze sales, operational, customer, and product data to identify trends, risks, and growth opportunities.
• Build and maintain financial models for revenue forecasts, inventory planning, transportation costs, and expense management.
• Develop dashboards, scorecards, and executive-level reporting to support decision-making.
• Conduct scenario analysis and recommend ways to improve profitability and operational performance.
• Monitor cash flow, liquidity, and working capital, and assist with treasury activities and lender reporting.
• Present business insights and recommendations to leadership teams.
• Collaborate with Finance, Operations, Supply Chain, Sales, and Accounting.
• Improve processes through automation, AI, and advanced data analytics.

Benefits

• Medical, dental, and vision coverage, subject to eligibility and applicable plan terms.
• Critical illness, accident, and hospital coverage, subject to eligibility and applicable plan terms.
• 401(k) retirement plan with pre-tax and Roth post-tax contributions available.
• Voluntary life and AD&D insurance for employees and dependents.
• Short- and long-term disability coverage.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Time off and leave, including PTO, vacation, or sick leave, subject to eligibility and applicable terms.

What This Job Offers

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