Financial Planning & Analysis Lead

Our client in the consumer products industry is looking for a Financial Planning & Analysis Lead to join their team in Orange County


Job Description:

  • Review and suggest improvements to processes
  • Track and analyze results and help achieve strategic and financial goals
  • Develop and maintain performance dashboards
  • Provide analysis of results/plans/forecasts and identify trends, key risks and opportunities
  • Initiate and execute value-added analysis
  • Prepare monthly analysis of operating performance
  • Prepare analysis and reports
  • Assist with monthly/quarterly financial package



  • Proficient with the Microsoft Office Suite, including strong Excel skills and MAS 500 experience a plus
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Detail-oriented
  • Detail and deadline-oriented
  • A team player
  • Strong work ethic



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

Ref #23620

Alex RealFinancial Planning & Analysis Lead