Financial Planning & Analysis Lead
$170,000–$190,000 year
On-siteCalabasas, California, United States
Job Summary
Lead annual budgeting, quarterly forecasting, and long-range planning processes across the organization. Develop and maintain financial models to support strategic initiatives, scenario planning, and investment decisions. Analyze financial performance, identify trends and variances, and provide actionable insights to senior leadership. Partner with business leaders to understand operational drivers, prepare executive-level reporting packages including dashboards and board presentations, and drive continuous improvement in FP&A processes through automation and data integration. Collaborate with Accounting to ensure alignment between financial planning and reporting while supporting capital allocation decisions and business case evaluations. Mentor junior finance team members to foster a high-performance environment.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 7+ years of progressive experience in FP&A, corporate finance, or related roles
- Strong financial modeling, forecasting, and analytical skills
- Experience working in a dynamic, fast-paced environment with evolving priorities
- Proficiency in financial systems and tools (e.g., Excel, ERP systems, BI tools such as Power BI/Tableau)
- Excellent communication and presentation skills with the ability to influence senior stakeholders
- Strong attention to detail with a commitment to accuracy and quality
Desired Qualifications
- MBA or CPA/CFA
- Experience in travel, hospitality, or consumer-facing industries
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