✦ Luna Orbit — Finance & Accounting

Untitled Position

at Company

Unknown Posted March 30, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 2-5 years
Education Bachelor's degree in finance, accounting, business, or related field
Category Finance & Accounting

About this role

Financial Analyst II supporting enterprise expense management and financial governance in the Newport Beach Enterprise division. Responsibilities include journal entries, budgeting, forecasting, and executive-level reporting using PeopleSoft and Oracle EPM systems.

Key Responsibilities

  • Prepare and post journal entries
  • Track enterprise project expenses and provide governance
  • Prepare executive-level reporting, dashboards, and presentations
  • Maintain metadata in Oracle EDM
  • Budget forecasting and variance analysis

Technical Overview

Technical scope includes PeopleSoft finance applications and Oracle EPM/EPBCS with EDM data management; heavy use of Excel and PowerPoint for reporting and dashboards.

Ideal Candidate

The ideal candidate is a mid-level financial analyst with 2-5 years of FP&A experience, proficient in PeopleSoft and Oracle EPM (EPBCS/EDM), and strong Excel/PowerPoint skills to support expense management and executive reporting.

Must-Have Skills

2-5 years experience in financial planning and analysisBachelor's degree in financeaccountingbusinessor related fieldExperience with PeopleSoftOracle EPM applications (EPBCS-Planning and BudgetingEDM-Data Management) or similar financial systemsStrong MS-Office skills (ExcelWordPowerPoint)

Nice-to-Have Skills

Experience with Oracle EPM EPBCSOracle EDM Data ManagementExcel automation

Required Skills

2-5 years experience in financial planning and analysisPeopleSoftOracle EPM applications (EPBCS-Planning and BudgetingEDM-Data Management)Oracle EDMMicrosoft ExcelMicrosoft PowerPointMS-Officejournal entriesexpense managementvariance analysis

Hard Skills

PeopleSoftOracle EPM (EPBCS-Planning and BudgetingEDM-Data Management)Oracle EDM Data ManagementMicrosoft ExcelMicrosoft PowerPoint

Soft Skills

attention to detailaccountabilityresponsivenessanalytical thinkingcommunicationstakeholder collaboration

Industry & Role

Industry Insurance
Job Function Provide FP&A support and financial governance for the Enterprise division
Role Subtype Financial Analyst II
Tech Domains PeopleSoft, Oracle

Keywords for Your Resume

Financial Analyst IIfinancial planning and analysisexpense managementjournal entriesPeopleSoftOracle EPMEPBCS-Planning and BudgetingEDM-Data ManagementOracle EDMMicrosoft ExcelMicrosoft PowerPointMS-Officevariance analysisbudgetsforecastingexecutive-level reportingdata managementstakeholder collaborationfinanceanalytic skillsOracleExcelPowerPoint

Deal Breakers

Lack of 2-5 years FP&A experience, No experience with PeopleSoft or Oracle EPM, Inadequate Excel skills (advanced functions, modeling)

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