Pacific Staffing is partnering with our Northern CA based client to identify a Financial Planning & Analysis Analyst to support budgeting, forecasting, financial modeling, and reporting for a high-performing financial services organization. This hybrid role is ideal for an analytical finance professional with strong Excel modeling skills, a solid accounting foundation, and experience supporting FP&A cycles. The FP&A Analyst will contribute to annual planning, quarterly forecasting, branch P&L analysis, business intelligence development, and process improvement initiatives—helping leadership make informed, data-driven decisions. Our client offers a collaborative, growth-oriented environment where finance professionals gain visibility, expand their analytical skillset, and contribute directly to strategic decision-making.
- Hybrid (Must be located Northern CA)
- $100,000–$120,000/year (DOE)
Responsibilities:
- Participate in annual budgeting and quarterly forecasting cycles.
- Build business intelligence tools, forecast models, dashboards, and KPI reporting.
- Compile and analyze monthly branch profit and loss statements.
- Provide insights and analysis to support financial decision-making.
- Standardize and automate internal reporting; identify and resolve mapping errors.
- Support month-end close activities.
- Contribute to process improvement and documentation initiatives.
- Complete ad hoc analysis, special projects, and other duties as assigned.
Qualifications:
- Bachelor’s degree in Accounting required.
- 3+ years of FP&A experience; financial services industry preferred.
- Strong knowledge of accounting principles.
- Advanced Excel modeling skills required.
- Experience with Loan Vision or Encompass a plus.
- Ability to learn additional accounting systems.
- Strong analytical skills, attention to detail, and ability to work independently.
- Reliable, trustworthy, and deadline-driven in a multi-tasking environment.
