Financial Planning and Analysis Analyst

Our client in the service company industry is looking for an Financial Planning and Analysis Analyst  to join their team in the San Fernando Valley.


Job Description:

  • Assist with monthly standard reports
  • Assist in forecasts, budgets, and 3-year plans
  • Prepare new reports and identify potential business opportunities
  • Perform analysis of pricing and margins
  • Oversee monthly business performance management meetings
  • Manage ad-hoc requests



  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate complex information to a variety of audiences
  • Able to work both independently and collaborate as part of a team
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 2 years’ relevant experience


Dora DangFinancial Planning and Analysis Analyst