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25 financial planning analyst jobs at 18 companies in Temecula, CA

3w
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Senior Analyst, Financial Planning and Analysis
Irvine or United States
$110k/yr RemoteFull Time
Success Lending
Success Lending: Modern, agent-aligned mortgage lending services for homebuyers.
5+ YOEBachelor's degree in finance, accounting, or related field; 5+ years of financial analysis experience including mortgage banking; advanced Excel and financial modeling skills; data tools experience preferred.
Microsoft Excel, Snowflake, BI tools, FP&A systems, planning tools
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3w
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Financial Planning & Analysis Analyst
Irvine, California, United States
$70k-$90k/yr OnsiteFull Time
MerchSource
MerchSource: Private consumer-goods designer, developer, importer, and distributor serving major retailers with toys, electronics, wellness, and home products.
2+ YOEBachelor's degree in a relevant field and 2–4 years of finance, business analytics, operations finance, or supply chain analytics experience. Advanced Excel and strong analytical, communication, and collaboration skills required.
Microsoft Excel, Domo, Power BI, Tableau, SQL
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2mo
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10629 - Sr. Financial Analyst (Financial Planning & Analysis)
Irvine, California, United States
$90k-$105k/yr OnsiteFull Time
Hyundai AutoEver America
Hyundai AutoEver AmericaKorea Exchange: 307950: Provides automotive software and IT services for mobility systems.
5+ YOE5+ years in financial planning and analysis; Bachelor's in Finance; strong Excel; SAP, Oracle Fusion, SQL experience; detail-focused; good communicational skills.
SAP, Oracle Fusion, SQL, Data Visualization, RPA, MS Excel
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1mo
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301-Financial Services - 1213-301 Sr Financial Analyst
Laguna Woods, California, United States
$80k-$85k/yr OnsiteFull Time
Village Management Services
Village Management Services: Nonprofit mutual-benefit managing Laguna Woods Village and providing maintenance and community services to active-adult residents.
Perform financial planning, budgeting, forecasting, variance analysis, account reconciliations, and lead/training of financial analysts; knowledge of GAAP and advanced spreadsheet/financial modeling techniques.
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22h
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Financial Analyst
Poway, California, United States
$74k-$129k/yr OnsiteFull Time
General Atomics Aeronautical Systems, Inc.
General Atomics Aeronautical Systems, Inc.: U.S. private defense contractor designing unmanned aircraft, radars, and mission systems for military, security, and civil customers.
6+ YOEBachelor's degree in business administration with accounting or finance emphasis and 6+ years of progressive cost accounting experience, or equivalent. Requires project planning, scheduling, leadership, and financial reporting expertise.
Earned Value Management System (EVMS), EVMS for Project, SAP
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2d
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Senior Financial Analyst
Carlsbad, California, United States
$100k-$135k/yr HybridFull Time
Exagen
ExagenNASDAQ: XGN: Provider of advanced diagnostic testing for autoimmune diseases.
2+ YOEBachelor's degree in finance, accounting, economics, or related field; 2–4+ years in FP&A or related finance roles; advanced Excel, financial modeling, budgeting, forecasting, reporting, and analytical skills.
Microsoft Excel, Planful, Adaptive Planning, Pigment, Prophix, Power BI, SQL
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2mo
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Financial Analyst 3-Hospital
Loma Linda or San Bernardino
$87k-$117k/yr OnsiteFull Time
Loma Linda University Health
Loma Linda University Health: Nonprofit academic medical center providing healthcare and higher education.
5+ YOEBachelor's degree required; Master's degree or financial certification required. Minimum 5 years financial analysis experience; healthcare experience preferred. Strong finance, budgeting, capital planning, presentation, and MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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2mo
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Finance Planning Team - Senior Analyst
Irvine, California, United States
$28-$31/hr OnsiteFull Time
Glovis America
Glovis AmericaKorea Exchange: 086280: Global logistics, shipping, and distribution services provider.
3+ YOEBachelor's degree required, 3+ years finance/accounting experience, strong financial analysis, modeling, reporting, forecasting, and performance monitoring skills; ability to partner with subsidiary teams and communicate findings.
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1w
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Financial Analyst II Fin Plan
San Marcos, California, United States
$38-$56/hr OnsiteFull Time
Palomar Health
Palomar Health: Public healthcare district providing comprehensive hospital and medical services.
3+ YOEBachelor's degree or equivalent experience and 3 years of acute healthcare financial management experience required; finance, accounting, or healthcare management degree preferred. Valid driver's license required.
Microsoft Windows, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint
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1mo
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Senior Financial Analyst - Commercial
Carlsbad, California, United States
$103k-$155k/yr OnsiteFull Time
Thermo Fisher Scientific
Thermo Fisher ScientificNYSE: TMO: Sells equipment and chemicals for scientific research and healthcare.
6+ YOEBachelor's in finance/accounting,6+ years progressive finance experience,advanced Excel/Power BI/PowerPoint skills,experience with Hyperion Planning/SmartView,strong analytical and communication skills.
Microsoft Excel, Power BI, Microsoft PowerPoint, Hyperion Planning, SmartView
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2mo
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Finance Planning Team - Senior Analyst
Irvine, California, United States
$28-$31/hr OnsiteFull Time
Glovis America
Glovis America: US-based third-party logistics provider serving automotive, freight-forwarding, warehousing, and industrial supply chains.
3+ YOEBachelor's degree required; 3+ years finance/accounting experience; strong accounting and finance understanding; ability to prepare reports, perform financial/operational analysis, build models, and partner with subsidiary teams. Domestic/international travel up to 10%.
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1w
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Financial Analyst II (Decision Support)
Orange, California, United States
$84k-$135k/yr HybridFull Time
CalOptima Health
CalOptima Health: Provides public health insurance for Orange County residents.
2+ YOEBachelor’s degree in finance, business, economics, actuarial science, or related field plus 2 years’ medical group, hospital, or health plan experience; managed healthcare experience required.
Microsoft Excel, SQL, Microsoft Access, Tableau, Microsoft SQL Server, Microsoft Office, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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2mo
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
Internship in wealth management with exposure to financial planning and advisory services; includes orientation, training, and real responsibilities.
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2w
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Ayco
Ayco: Ay is a private financial-planning and wealth-management provider serving executives, employees, retirees, and high-net-worth individuals.
Summer internship for students pursuing a bachelor's or graduate degree, including orientation, training, and real responsibilities in asset and wealth management.
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2w
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
Nine- to ten-week summer internship for students pursuing a bachelor's or graduate degree; applicants participate in training and real business responsibilities.
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2d
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Analyst, Reinvestment
Irvine or Woodland Hills or Orange County
HybridFull Time
Essex Property Trust
Essex Property TrustNYSE: ESS: Owns and operates multifamily apartment communities on the West Coast.
1+ YOEBachelor's degree in real estate, finance, accounting, or economics; 1+ year of financial planning and analysis experience; advanced Excel modeling, financial literacy, analytical skills, and strong communication.
Microsoft Excel, Microsoft PowerPoint, Power BI
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2w
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Senior Analyst
San Diego or Corona
$100k-$128k/yr OnsiteFull Time
Martin Marietta
Martin MariettaNYSE: MLM: Supplies heavy building materials like aggregates, cement, and concrete.
5+ YOEBachelor's degree in finance, accounting, or related STEM field; 5+ years in financial planning, business analysis, or strategy; advanced Microsoft Excel and PowerPoint; strong analytical and communication skills; travel up to 15%.
Microsoft Excel, Microsoft PowerPoint
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1d
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Senior Workforce Enablement Analyst
Oceanside, California, United States
OnsiteFull Time
Kellermeyer Bergensons Services
Kellermeyer Bergensons Services: Provider of integrated facility services and maintenance solutions.
5+ YOEBachelor's degree required; master's preferred. Requires 5–8 years of workforce planning, labor analytics, business intelligence, financial analysis, operations planning, or related experience.
Microsoft Office Suite
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1w
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Tax Analyst Associate (Hybrid in CA)
Santa Ana or United States or California or Los Angeles County
$27-$36/hr HybridFull Time
First American Financial
First American FinancialNYSE: FAF: Provides title insurance and settlement services for real estate.
2+ YOEBachelor's degree or equivalent education and experience, 2+ years of related experience, and entry-level knowledge of finance, financial planning, accounting, and tax.
FIS Addvantage, OneSource Trust Tax
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4d
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Sr. Manager, Enterprise Reporting
Irvine, California, United States
$150k-$165k/yr OnsiteFull Time
Revelyst
Revelyst: Designs and manufactures performance gear and precision outdoor technologies.
7+ YOEBachelor's degree in finance, accounting, economics, or related field; 7+ years in FP&A, corporate finance, or financial analysis; analyst leadership experience; advanced Excel and PowerPoint skills; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Planful, NetSuite, SAP, Power BI, Tableau
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