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Financial Planning Jobs in San Jose, CA

Financial Analyst

SGA Inc.

San Jose, CA

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JOB DETAILS
SKILLS
Accounting, Automation, Best Practices, Budget Management, Communication Skills, Cross-Functional, Customer Support/Service, Data Entry, Data Modeling, Data Processing, Data Quality, Finance, Financial Analysis, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Forecasting, Genetics, IBM Product Family, Information Technology & Information Systems, Master Data Management (MDM), Oracle Hyperion Planning, Policy Implementation, Problem Solving Skills, Procedure Development, Procedure Implementation, Process Improvement, Process Management, Process Validation, Reconciliation, Reporting Dashboards, Staff Development, Team Player, Technical Support, Workflow Analysis
LOCATION
San Jose, CA
POSTED
5 days ago
Software Guidance & Assistance, Inc., (SGA), is searching for a Financial Analyst for a contract assignment with one of our premier investment management clients in San Jose, CA. This a hybrid role with 2-3 days per week in office.

A Senior Financial Analyst maintains and optimizes IBM Planning Analytics/TM1 for the Creative and Professionals organization, ensuring data integrity for financial forecasting, and reporting. Key responsibilities include coordinating cross-functional, multi-stakeholder teams through data consolidations for weekly outlooks, quarterly re-forecasts, and both strategic and annual operating plans. The role emphasizes process improvement—particularly through automation—plus master data management, data and process governance, and providing users with effective communication, support, and best practices. Acting as a liaison between IT (BCCD) and C&P Finance Teams, they enhance application performance and streamline forecasting procedures. Additionally, they help teams align, provide financial insights, conduct variance and ad hoc analyses, and serve as the Subject Matter Expert for special projects such as "Save Our Systems” FP&A transformation.

Responsibilities:
  • Process Coordination: Assist the various teams in forecasting processes, data validation, and forecasting workflows.
  • User Support & Training: Provide technical support to finance teams and end-users, including training and custom report creation.
  • Process Improvement: They are the "voice of the customer,” collaborate with developers and architects to continually simplify and optimize workflows, automate tasks, and design and develop new capabilities.
  • Data Quality Steward: Establish and implement comprehensive policies and procedures to ensure data completeness and data quality across TM1 forecasting models, data input forms, and consolidation cubes. Oversee the reconciliation of inbound data sources and outbound tools (Jupiter, TRON, etc.) and dashboards.


Required Skills:
  • Technical: Experience with best of breed planning tools Hyperion Planning or IBM Planning Analytics/TM1. Strong Planning Analytics Workspace (PAW), DBRW and Excel. PowerBI skills are a plus.
  • Required Functional skills: Experience with financial reporting, forecasting and consolidation processes. Soft Skills: Strong problem-solving abilities, communication skills, and ability to work with both technical and non-technical stakeholders.
  • Required Qualifications & Competencies
  • Bachelor's degree in Finance, Accounting, Information Systems, or a related field.
  • Strong understanding of financial planning, budgeting, and forecasting processes.
  • Excellent communication skills for collaborating with technical and non-technical stakeholders.



SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

#LI-RB2Salary:44-48.82 USD/Hour

About the Company

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SGA Inc.

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