Senior Associate, Financial Planning & Analysis

Orix • Dallas, TX

3d • Hybrid

About The Position

ORIX USA is seeking a Senior Analyst to support the development and execution of its annual budget, periodic forecasts, and long-range planning processes. The role prepares financial analyses and management reporting, develops scenario models, supports monthly executive and Board presentations, evaluates business performance, and partners with business leaders on cost management and strategic initiatives.

The position works closely with business units, departments, and Accounting throughout forecasting and monthly close and reporting. It also supports executive communications, financial planning, profitability analysis, process improvements, and special projects. The role has frequent contact with employees and management at all levels and requires professional internal and potentially external communication.

ORIX offers a hybrid working model with a minimum of three days in the office. The company describes its benefits as supporting employee health, well-being, financial protection, and work/life balance.

Requirements

• Bachelor’s degree from an accredited four-year university in finance, accounting, or a related field.
• Strong accounting, financial modeling, and analytical skills, with high proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong verbal and written communication skills and a collegial, collaborative working style.
• Ability to create and develop complex financial models, including managing detailed assumptions.
• Ability to summarize detailed information appropriately for executive communication.
• Ability to plan, organize, and prioritize assignments; meet critical deadlines; and manage multiple assignments simultaneously.
• Ability to learn quickly and work independently as well as part of a high-performing team.
• Self-starter who executes with urgency and delivers high-quality results within compressed timelines.
• Ability to work in a dynamic, changing environment.
• Creative problem-solving ability.
• Strong financial acumen and working knowledge of financial statements, financial metrics, and KPIs.
• Basic understanding of accounting systems, principles, practices, and procedures.
• Ability to understand complex transactions and interest in learning new processes.
• Professional business image and excellent command of spoken and written English.
• Sound business judgment and decision-making abilities.

Responsibilities

• Work with business units and departments to facilitate financial forecast preparation.
• Assist with monthly forecast presentations and other executive presentation requests.
• Create and analyze monthly, quarterly, and annual variance and profitability analyses.
• Partner with Accounting during the monthly close and reporting cycle.
• Develop integrated revenue and expense analyses, projections, reports, and presentations.
• Provide analytical support for financial plans and scenario analyses.
• Perform ad hoc financial modeling using data to drive insights.
• Implement process and technology changes, including process development, communication, and training.
• Assist with special projects and provide timely answers to financial questions.
• Communicate professionally with employees and management at all levels, and potentially with external individuals.

Benefits

• Competitive vacation policy, floating personal holidays, extensive leave options, and annual observed holidays.
• Infertility coverage.
• Adoption support.
• Child and elder care.
• Fully paid maternity leave.
• Generous parental leave benefits.
• Hybrid working model.

What This Job Offers

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