Sr. Analyst, Financial Planning (Retail)

Date:  Sep 11, 2021
Property:  110 INNOVATION (0009)
Location: 

Irvine, CA, 92617

Division:  Retail (Retail)
Req ID:  38143

Position Summary:

The Retail Finance group is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine Company Retail Properties. Within Retail Finance, the Financial Planning team coordinates the budgeting and forecasting process for the Retail Division. The Financial Planning team is also tasked with providing additional operational analytics, research, and business process improvement projects on an ad hoc basis. The position will support the Retail Financial Planning team.

Job Duties:

The Sr. Analyst will provide analytical support across many facets of Retail Finance with specific responsibilities as follows:

Plan and Forecast Process Leadership

  • Support the financial planning, analysis and information management activities for the Retail division
  • Assist in completion of the Retail division’s quarterly forecasts, annual budgeting processes, operating plan variance analyses, and special projects
  • Consolidation of financial projections for executive reporting, presentations, and analysis
  • Prepare, refine, and advise on presentation materials for senior management team

Executive Decision Support

  • Provide financial consulting and strategic support to the Retail division, including analysis related to all reporting, planning, and forecasting deliverables, financial presentations, ad-hoc financial and operational analysis, industry / peer group comparisons, and other projects
  • Analyze complex financial information to provide accurate and timely recommendations to management for decision making purposes
  • Produce quarterly and monthly financial reports

Job Duties Continued:

Data Management & Analytical Tools

  • Assist with the continued development of data modeling tools, reporting and process improvement initiatives including software implementation and business intelligence platform development
  • Develop financial models and structure the analytic framework to support strategic initiatives
  • Support processes to improve data collection and utilization practices; assist in the design and implementation of processes, systems, or software to provide foundational support for a robust, data driven decision making environment

Minimum Qualifications / Other Expectations:

  • Strong Academic Background. Bachelor’s degree in finance, accounting, economics, or related field;
  • Proven Analytic Capabilities. Three to five years of experience within corporate finance, investment banking, consulting, or commercial real estate. Strong understanding of financial statement analysis, accounting, and corporate finance concepts required. Must have excellent Microsoft Excel and data modeling skills; knowledge of database structures a plus.
  • Superior Communication Skills. This position will be expected to interact in a professional environment with individuals at all levels of the organization. The ideal candidate will be able to develop credibility and influence across the Company through both quality of work product and proactive relationship-building with key business partners.
  • Self-Motivated Leadership Style. Must be comfortable taking the initiative to learn and own work product and process. This position requires being highly organized and sharing the Company’s passion for attention to detail. Expectations include the highest standards of accuracy, ability to think creatively, and a willingness to embrace change and ambiguity.
  • Team-Oriented. Analytic functional groups at Irvine Company are lean teams that rely on all members to both own their area of expertise and contribute on new projects as needed. Must possess a willingness to roll-up sleeves and work with team members in a hands-on capacity, and to contribute positively to a collaborative culture.


About Us:
Irvine Company is a privately held real estate investment company and master-planner committed to creating and sustaining communities that thrive for generations.

Irvine Company is respected for its master planning and environmental stewardship of the Irvine Ranch in Orange County, including diversified operations throughout coastal California. Irvine Company brings to life neighborhoods and sustainable communities with a full range of housing, jobs, retail centers, schools, parks and open space.

We take as much pride in our employee community as we do the communities we create. It’s an environment populated with talented and experienced people, a collaborative spirit and abundant opportunities.

Apply today to join our employee community, and learn more about Irvine Company, our legacy and our guiding principles.


Irvine Company is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, compensation, termination, and training, without regard to race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship status, marital status, pregnancy, age, medical condition, genetic information, military and veteran status, disability, or any other basis protected by federal, state, and local law. Reasonable accommodation is available for qualified individuals with disabilities, upon request.


Nearest Major Market: Irvine California
Nearest Secondary Market: Los Angeles

Job Segment: Real Estate, Business Process, Retail, Sales, Management