Summit Financial Partners Jobs in California (NOW HIRING)

Summit Interconnect has an immediate opening for an FP&A Manager located in our Irvine, CA corporate office.  This position is  considered in office position 5 days per week.  This role provides modeling and analytical depth across the FP&A function, building the financial models and data analysis that support enterprise planning, forecasting, and leadership decision-making. The position combines full three-statement modeling capability with the ability to work efficiently in large datasets, and partners across the FP&A team to support both enterprise-level planning and site-level financial analysis.

 Responsibilities:

·       Build and maintain full three-statement financial models supporting enterprise planning and long-range forecasting

·       Develop scenario models and sensitivity analyses to support leadership decision-making

·       Extract, structure, and analyze large volumes of financial and operational data from multiple systems

·       Create and maintain large-scale Excel models, ensuring they are documented, auditable, and usable by others

·       Support the annual budget process and monthly rolling forecast, including model builds and consolidation

·       Partner with the FP&A team on site-level variance analysis and month-end reporting support across multiple manufacturing facilities

·       Provide backup coverage for recurring FP&A deliverables, including the weekly 13-week cash flow forecast

·       Prepare analysis and supporting schedules for management, Board, and lender reporting

·       Support special projects and strategic initiatives as assigned, including financial analysis for transactions and other enterprise-level activity

Required Skills:

·       Full three-statement financial modeling - able to build integrated models from scratch and expand on existing ones

·       Advanced Excel - complex formulas, data tables, scenario structures, and model architecture

·       Strong data handling - able to work with large datasets using SQL, Power Query, or comparable tools

·       Analytical rigor - translates business questions into structured analysis and defensible conclusions

·       Understanding of financial statement mechanics and how operational activity flows to financial results

·       Self-directed; able to take ambiguous requests and deliver structured outputs

·       Strong written and verbal communication with both finance and non-finance audiences

Preferred Skills:

·       Experience with EPM/CPM planning tools (Adaptive, Anaplan, Hyperion, or similar)

·       Familiarity with ERP systems and general ledger structures

·       Power BI or comparable data visualization experience

·       Experience presenting analysis to executive and Board-level audiences

·       Process automation mindset - reduces manual effort through scalable model and report design

Minimum Qualifications:

·       Bachelor's degree in Finance, Accounting, Economics, or a related field

·       5+ years of progressive FP&A experience

·       Demonstrated experience building and maintaining three-statement financial models

·       Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

·       MBA, CPA, CMA, or CFA

·       Manufacturing or multi-site operating environment experience

·       Experience in a private equity-backed company with lender reporting requirements

·       Exposure to transaction-related analysis or integration work

Physical Requirements:

·       Prolonged periods of sitting at a desk and working on a computer

·       Must be able to lift up to 15 pounds at times

Occasional travel to manufacturing sites may be required

ITAR Compliance Notice

This position requires compliance with the International Traffic in Arms Regulations (ITAR). Under ITAR, candidates must be a U.S. citizen, U.S. lawful permanent resident (e.g., "Green Card" holder), asylee, or refugee as defined by 8 U.S.C. 1324b(a)(3). Applicants who do not meet this requirement may not be eligible for employment in this position.

Summit Interconnect is an Equal Opportunity Employer
We are committed to fostering an inclusive and diverse workplace where everyone is valued and respected. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic.