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Senior Financial Planning Analyst

Job

WinCorp Solutions

Irvine, CA (In Person)

Full-Time

Posted 3 days ago (Updated 1 day ago) • Actively hiring

Expires 7/18/2026

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Job Description

Job Description WinCorp Solutions is seeking a Strategic Finance Lead to serve as a consultant for our Fortune 500 client, a financial services/investments company located in Los Angeles/Irvine, CA. •

MUST BE ABLE TO WORK ONSITE MONDAY-THURSDAY, REMOTE FRIDAY

in Los Angeles or Irvine•

MUST HAVE

complex financial modeling and strategic finance experience.

JOB DESCRIPTION

The Strategic Project Lead will partner closely with senior leaders and cross-functional stakeholders to support strategic decision-making across business units. This role blends financial analysis and strategic thinking to evaluate business performance, inform long-term planning, and develop data-driven recommendations that supports operational and strategic objectives. The ideal candidate brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to translate complex financial information into clear, compelling insights for executive audiences.

Required skills and experience:

3+ years of professional experience in investment banking, management consulting, corporate strategy, or a related, analytical role. Bachelor degree in Finance, Economics, Accounting or a related, quantitative field Strong foundational knowledge of Financial Planning & Analysis concepts, including budgeting, forecasting, and variance analysis Demonstrates strong numerical, analytical, and problem-solving skill with an ability to synthesize fundings for an executive audience Excellent written and verbal communication skills Proven ability to work collaboratively in a team-based environment, but also the ability to lead projects and operate independently when needed Strong project and time management skills, especially an ability to handle competing priorities effectively Nice-to-Have skills and experience: Prior experience with a large investment management, asset management, or financial services firm Experience building dashboards, financial reports, or data visualizations with Power BI, Tableau, or similar tools Basic to intermediate coding or data manipulation skills (e.g., SQL, Python, advanced Excel) Exposure to cost management, operational finance, or enterprise-wide strategic initiatives