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Senior Financial Planning & Analysis Analyst

1367e3fe 0095 4657 B0e2 9265cc103f80 19000101 000001 · Mill Valley, CA, US, Mill Valley, CA · Active · $85 · ADP Workforce Now Recruiting

Job facts

FieldValue
Company1367e3fe 0095 4657 B0e2 9265cc103f80 19000101 000001
TitleSenior Financial Planning & Analysis Analyst
Normalized title-
Department / team-
LocationMill Valley, CA, United States
Work model-
Employment typeFull Time
Salary$85
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2025-01-07 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from 1367e3fe 0095 4657 B0e2 9265cc103f80 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Mill Valley.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company1367e3fe 0095 4657 B0e2 9265cc103f80 19000101 000001
Source11e0649c-95fa-47d6-a3a4-f2d33d79e0cf
ATS providerADP Workforce Now Recruiting

Description

Position Summary As an FP&A Analyst at Redwood Trust, you will play a critical role of ensuring that the company is able to plan for growth, execute on and track performance vs. budget, and make informed decisions backed by financial and strategic analysis. You will drive key elements of the budgeting, forecasting, and reporting cycles, and will contribute to the preparation of presentations for the Board of Directors and Senior Leadership. You will help Redwood Trust achieve its quarterly, annual, and long-term goals by crafting short and long-term financial/operational reports, analyses, and strategies. Responsibilities & Duties Build quarterly Board Decks, ad hoc presentations, partner on strategic projects, and be charged with improving the efficiency of the Finance team using the financial planning system (Anaplan). Maintain the company’s operating model, partner across the organization to provide forward-looking analysis to support business decisions and analyze capital allocation decisions. Prepare and maintain in-depth analysis, modeling, monthly/quarterly/annual forecasting and reporting of financial and business performance to support company-wide financial and operational goals, initiatives and objectives. Support a regular forecast process by working with the FP&A team, functional and business unit owners to estimate financial results based on future action plans and business assumptions. Coordinating with operational leads to ensure linkage between ongoing operational activities and planning activities. Develop and maintain appropriate modeling tools. Collaborate effectively with FP&A peers and other internal partners to drive deliverables. Perform ad-hoc/deep-dive analysis in support of management decision making. Assist with month-end and quarter-end close and reporting responsibilities. Perform variance analysis of budgeted/forecasted results against actual financial performance, clearly interpreting and documenting variances and cost drivers. Recommend actions by analyzing and interpreting data and making comparative analyses. Required Experience, Skills, & Competencies Bachelor’s degree in Business, Finance, Accounting or related field. 3-5 years of industry experience with budgeting / planning, financial modeling, and decision analytics (e.g. FP&A, corporate finance, investment banking, private equity) Strong computer skills and proficiency with MS Office applications. Advanced working knowledge of MS Excel is required. Excellent quantitative and qualitative analytical skills Detail oriented, self-starter who takes initiative and can be a part of a team. Must demonstrate strong attention to detail and demonstrate knowledge of finance concepts and processes. Must demonstrate excellent written and verbal communication skills and interpersonal skills, particularly the ability to communicate effectively with all levels of management. Knowledge of common business and cost drivers, financial statement analysis, and deep-dive analysis. Ability to source and work with large amounts of data from different data sources Ability to work independently and within a team in both tactical and strategic capacities Understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes. Solid analytical and modeling skills Ability to balance multiple tasks in accordance with changing deadlines and priorities in a fast-paced environment Experience with Anaplan, or similar cloud-based ERP system preferred Ability to analyze data, draw conclusions and recommend solutions. Ability to apply high-level analytical and quantitative problem-solving skills to different financial scenarios and make recommendations on outcomes. A reasonable estimate of the base compensation range for this role is $85-100K annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

Full job record

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Source ID11e0649c-95fa-47d6-a3a4-f2d33d79e0cf
Board ID11e0649c-95fa-47d6-a3a4-f2d33d79e0cf
Provideradp_workforcenow
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TitleSenior Financial Planning & Analysis Analyst
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Salary Rawcompensation range for this role is $85-100K annually
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First Seen At2026-05-31 18:19:29Z
Last Seen At2026-06-06 13:28:39Z
Last Checked At2026-06-06 13:28:39Z
Last Changed At2026-06-06 13:28:39Z
Inactive At—
Source Posted At2025-01-07 23:32:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><div><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;' data-pasted=\"true\"><strong><em><span style=\"font-size:15px;font-family:Arial;\">Position Summary</span></em></strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><em><span style=\"font-size:15px;font-family:Arial;\">&nbsp;</span></em></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;background:white;'><span style='font-size:15px;line-height:115%;font-family:\"Arial\",sans-serif;color:black;'>As an FP&amp;A Analyst at Redwood Trust, you will play a critical role of ensuring that the company is able to plan for growth, execute on and track performance vs. budget, and make informed decisions backed by financial and strategic analysis. You will drive key elements of the budgeting, forecasting, and reporting cycles, and will contribute to the preparation of presentations for the Board of Directors and Senior Leadership.&nbsp;</span><span style='font-size:15px;line-height:115%;font-family:\"Arial\",sans-serif;color:black;background:white;'>You will help Redwood Trust achieve its quarterly, annual, and long-term goals by crafting short and long-term financial/operational reports, analyses, and strategies.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><em><span style=\"font-size:15px;font-family:Arial;\">Responsibilities &amp; Duties</span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;color:black;background:white;'>Build quarterly Board Decks, ad hoc presentations, partner on strategic projects, and be charged with improving the efficiency of the Finance team using the financial planning system (Anaplan).</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;background:white;'>Maintain the company&rsquo;s operating model, partner across the organization to provide forward-looking analysis to support business decisions and analyze capital allocation decisions.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Prepare and maintain in-depth analysis, modeling, monthly/quarterly/annual forecasting and reporting of financial and business performance to support company-wide financial and operational goals, initiatives and objectives.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Support a regular forecast process by working with the FP&amp;A team, functional and business unit owners to estimate financial results based on future action plans and business assumptions.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Coordinating with operational leads to ensure linkage between ongoing operational activities and planning activities.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Develop and maintain appropriate modeling tools.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Collaborate effectively with FP&amp;A peers and other internal partners to drive deliverables.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Perform ad-hoc/deep-dive analysis in support of management decision making.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Assist with month-end and quarter-end close and reporting responsibilities.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Perform variance analysis of budgeted/forecasted results against actual financial performance, clearly interpreting and documenting variances and cost drivers.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Recommend actions by analyzing and interpreting data and making comparative analyses.</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-left:.5in;text-align:justify;'><span style=\"font-size:15px;font-family:Arial;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><em><span style=\"font-size:15px;font-family:Arial;\">Required Experience, Skills, &amp; Competencies</span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Bachelor&rsquo;s degree in Business, Finance, Accounting or related field.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>3-5 years of industry experience with budgeting / planning, financial modeling, and decision analytics (e.g. FP&amp;A, corporate finance, investment banking, private equity)&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Arial\",sans-serif;font-size:15px;color:black;'>Strong computer skills and proficiency with MS Office applications. Advanced working knowledge of MS Excel is required.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Excellent quantitative and qualitative analytical skills</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Detail oriented, self-starter who takes initiative and can be a part of a team.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Must demonstrate strong attention to detail and demonstrate knowledge of finance concepts and processes.&nbsp;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Must demonstrate excellent written and verbal communication skills and interpersonal skills, particularly the ability to communicate effectively with all levels of management.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Knowledge of common business and cost drivers, financial statement analysis, and deep-dive analysis.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Ability to source and work with large amounts of data from different data sources</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;background:white;'>Ability to work independently and within a team in both tactical and strategic capacities</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;background:white;'>Understanding of corporate financial planning, reporting &amp; analysis, and costing/profitability methodologies and processes.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;background:white;'>Solid analytical and modeling skills</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Ability to balance multiple tasks in accordance with changing deadlines and priorities in a fast-paced environment</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Experience with Anaplan, or similar cloud-based ERP system preferred</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Ability to analyze data, draw conclusions and recommend solutions.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='line-height:115%;font-family:\"Helvetica\",sans-serif;font-size:15px;color:black;'>Ability to apply high-level analytical and quantitative problem-solving skills to different financial scenarios and make recommendations on outcomes.</span></li></ul></div><p><span style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; color: rgb(38, 35, 33); font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; text-align: start; background-color: rgb(255, 255, 255); float: none; display: inline !important;'>A reasonable estimate of the base compensation range for this role is $85-100K annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.</span></p></div></div></div></div>\n",
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