Financial Planning and Analysis Director, Orange County CA
A confidential, fast-growing real estate developer specializing in commercial properties is seeking a hands-on and proactive Financial Planning and Analysis Manager/Director who will drive financial planning, budgeting, forecasting, and reporting processes across the organization. The role requires managing multi-entity financial operations, overseeing cash flow, and supporting business decisions with data-driven insights. This role offers an exciting opportunity to collaborate with senior leadership while leading a team to optimize financial performance. This position is onsite daily in Buena Park, CA and offers a competitive salary (DOE).
Responsibilities:
- Lead financial planning, budgeting, and multi-entity forecasting processes, including P&L and cash flow management.
- Oversee monthly, quarterly, and annual financial analyses.
- Manage the SG&A forecasting process.
- Develop and oversee CAPEX planning and justification.
- Prepare and present financial analyses to senior management.
- Analyze forecast variances and provide strategic insights to support business decisions.
- Build and manage KPI tracking and reporting for internal stakeholders.
- Collaborate with cross-functional teams to deliver ad-hoc analysis and strategic financial insights.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
- 8+ years of experience in finance, with at least 3 years in a managerial role handling multi-entity financial operations.
- Bilingual in English and Mandarin Chinese is preferred.
- Strong experience with financial forecasting and CAPEX planning.
- Proven knowledge of SG&A forecasting and variance analysis.
- Exceptional analytical and problem-solving skills, with a strong understanding of financial regulations and compliance.
- Excellent communication and presentation skills
- Experience working closely with senior leadership and preparing board-level presentations.
- Ability to work cross-functionally and manage a team.
- Experience in retail or supply chain industries is a plus.
