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Financial Planning Analyst

Company: VirtualVocations
Location: Vista
Posted on: May 21, 2025

Job Description:

A company is looking for a Financial Planning and Analysis Lead.
Key Responsibilities

Conduct detailed data analysis for budgeting and forecasting within a real estate portfolio
Generate and analyze monthly and quarterly reports, assisting in budget corrections
Support the development of efficient reporting strategies and maintain team data collection

Required Qualifications

Bachelor's degree in Finance or Accounting
At least 4 years of relevant experience
Advanced MS Excel skills and proficiency in accounting applications
Experience with Big Data tools such as Power BI, Power Query, and Power Pivot
Demonstrated financial competency at a detailed operational level

Keywords: VirtualVocations, Tustin , Financial Planning Analyst, Accounting, Auditing , Vista, California

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