Interim Financial Planning Analyst (Project)

Our client in the retail industry is looking for an Interim Financial Planning Analyst to join their team in Orange County


Job Description:

  • Help maintain expense forecasts and update periodically throughout the year
  • Perform annual financial planning process
  • Analyze financial performance and communicate results to senior leadership
  • Develop management reports and presentations to monitor key metrics
  • Build integrated financial statement models
  • Prepare reports and related analysis as part of monthly & quarterly investor reporting
  • Assist with various finance system implementations
  • Assist with presentations and analysis for management and investors



  • MBA a plus
  • CPA or CFA license
  • Experience in the manufacturing, retail or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system 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 adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, accounting or related field and a minimum of 4 years’ relevant experience

Ref #24752

Dora DangInterim Financial Planning Analyst (Project)