Sr. Financial Planning Analyst

Position Summary

The Senior Financial Planning Analyst is a key member of the Finance team responsible for supporting corporate and business unit financial planning, forecasting, and analysis. This role partners closely with the SVP of Finance and business leaders to provide insights that drive strategic and operational decisions. The ideal candidate will bring strong analytical skills, business acumen, and a proactive mindset to improve financial processes and deliver accurate, actionable insights.

Key Responsibilities

• Support the preparation of the annual operating plan, quarterly forecasts, and multi-year financial projections for both corporate and business units.
• Develop and maintain financial models to analyze revenue, margin, expense, and cash flow trends.
• Prepare monthly financial packages summarizing results, key variances, and performance metrics, with clear and concise commentary for executive review.
• Partner with business unit leaders to monitor performance against targets and identify areas for improvement.
• Develop and manage KPIs and dashboards that provide visibility into business performance and support data-driven decisions.
• Prepare weekly flash reports and other recurring management updates summarizing revenue, expense, and operating results.
• Partner with HR and department leaders to ensure headcount and staffing plans align with financial goals.
• Contribute to financial modeling and due diligence for strategic initiatives, capital investments, and other corporate projects.
• Assist the SVP with board presentations, investor materials, and ad hoc financial analyses.
• Identify and implement process improvements to enhance forecasting accuracy, reporting quality, and efficiency across the FP&A function.

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5–7 years of progressive experience in financial planning and analysis, corporate finance, or related fields.
• Strong understanding of P&L, balance sheet, and cash flow relationships.
• Advanced proficiency in Excel required, proficiency with SQL strongly preferred
• Exceptional analytical, quantitative, and problem-solving abilities with a strong attention to detail.
• Excellent communication and presentation skills, including the ability to translate complex data into clear business insights.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred:

• Experience in a manufacturing or technology environment, ideally with exposure to standard cost systems.
• Experience with business intelligence or reporting tools (e.g., Power BI, Tableau, Alteryx).
• MBA, CPA, or CFA designation a plus.

Location:

• Our headquarters in beautiful Carlsbad, CA
• Hybrid Schedule - Partially Remote