HYBRID - Sr. Financial Analyst - Platinum Resource Group

Sr. Financial Analyst

Location; Newport Beach, CA (Hybrid)

JOB DESCRIPTION
Our client is actively seeking a talented Financial Planning and Analysis Analyst to assist their Institutional Division Finance team in Newport Beach, CA. This position requires onsite and some remote work days. You will fill a temporary backfill role that sits on a team consisting of the head of finance and three financial senior analysts and consultants. In this role, you will support the division's planning, forecasting, budgeting, expense management, and reporting of results to divisional and corporate executive management.

• Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data.
• Prepare financial analyses for determining past financial performance and/or projection of future financial results.
• Work with key stakeholders across the division to analyze quarterly results and develop analytics and management reporting to understand business results and support strategic decision-making.
• Manage, analyze, and report on budgeted expenses and expense allocations for the division.
• Establish the division's expense policy and processes and perform the division's annual expense assumptions study.
• Prepare ad-hoc financial analysis and management reports as requested by senior management.
• Participate in various finance, new business, or product development initiatives and projects for the Institutional Division.

QUALIFICATIONS

• Bachelor's degree required in Business, Finance, Accounting, Actuarial or related field.
• 7+ years of experience with mix of public accounting and private accounting and finance experience strongly preferred.
• Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred.
• Must have experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results.
• Demonstrated initiative to quickly pick up new concepts and tools, as well as identify and implement improvements.
• Ability to work well under pressure and manage multiple deliverables.
• Strong project management skills to plan, lead, and coordinate initiatives across the division.
• Must have fundamental understanding of financial statements, financial planning, and analysis concepts.
• Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, PCMCS, Essbase / Smartview, Power BI, and wDesk is preferred.
• Must have high level of proficiency in Excel and PowerPoint.

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles, and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, paid holidays, and referral bonuses.