SVP of Financial Planning & Analysis

Our client in the financial services industry is looking for a SVP of Financial Planning & Analysis to join their team in Orange County.


Job Description:

  • Assist with the preparation of monthly and quarterly reports
  • Identify inconsistencies within the business units and divisions
  • Implement and maintain financial policies and procedures
  • Participate in M&A initiatives
  • Help upgrade financial systems and control



  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Working knowledge of ERP systems
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in accounting, economics, finance, or related field and a minimum of 10 years’ relevant experience

Ref #20287

Elizabeth ValadezSVP of Financial Planning & Analysis