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:

  • Oversee and improve all financial planning processes
  • Develop and maintain standardized performance dashboards
  • Provide insightful and actionable analysis of results
  • Prepare monthly, analysis of operating performance
  • Prepare analysis and reports for inclusion in monthly and quarterly financial package



  • 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 with professionals at all levels
  • Able to work independently and take initiative
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



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

Ref #23685

Dora DangFinancial Planning & Analysis Lead