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Financial Planning & Analysis Manager


Posted: 02/19/2024 Employment Type: DirectHire Industry: Finance Job Number: 1675161

Job Description

We are recruiting for a Financial Planning & Analysis Manager for a dynamic organization with excellent employer branding. This newly created hands-on role will report to the CFO and will be responsible for building a highly functioning finance department. The FP&A Manager will play an integral part in building out the Finance department, developing financial models and metrics, and building KPI’s to support a rapidly growing business.  This is a hybrid position with 3 days onsite in the Sacramento office. Salary: $150k-$170k, DOE.

The ideal candidate will have experience building complex budgeting, forecasting and data modeling. In addition, the FP&A Manager will have strong knowledge of GAAP and forecasting experience.

Primary Responsibilities:

  • Partner with the CFO & COO on the preparation and distribution of financial budgets and forecasts and financial reports including relevant KPIs.
  • Coordinate and establish key areas of the budget and financial reporting process; use analytics and system knowledge to develop unique ways of developing and analyzing financial projections and results; reconcile report variances and highlight key insights.
  • Implement and/or recommend new approaches to looking at the business and translating insights into operational initiatives.
  • Interface with and support Executives/Senior Management in reporting and analysis efforts as directed to inform strategic operational decisions and ongoing management of individual business units.
  • Support the integration of acquired entities into the financial reporting and budgeting process and build systems to help manage the complexity of operating across multiple states and business units.
  • Provide direction and mentorship to a more junior financial analyst and collaborate with the Finance & Accounting team on accounting, compliance, and systems-related issues.
  • Manage and prepare financial materials and analysis for the Board of Directors, investors, and lenders.
  • Analyze and provide insights as requested on the Company’s cash management, expense management, and tax policies.
  • Ensure compliance with the Company’s audit, financial reporting, tax, and other regulatory requirements.
  • Proactively surface opportunities to improve the Company’s budgeting and financial reporting process and implement best practices.

Skills and Qualifications:

  • Bachelor’s degree in finance, accounting, economics, or a related field.
  • MBA, CFA, or other advanced degree/credential preferred. 
  • Relevant experience driving financial insights in dynamic organizations with complex operations; experience with private equity investors and/or lenders a plus.
  • Excellent analytical and communication skills.
  • Willing to roll up your sleeves and work alongside your team and provide direction and mentorship to other members of the Finance & Accounting team.
  • Advanced Excel required; familiarity with PowerBI, Power Query, and/or SQL preferred.
  • Familiarity with accounting systems and software (e.g., NetSuite).
  • Strong financial modeling and forecasting skills.
  • Strong business acumen, knowledge and command of financial reporting and planning systems and processes, and ability to translate insights into operational action.
  • Ability to multi-task in a fast-paced environment across multiple functions.
  • Strong execution skills complemented by analytical, quantitative, and problem-solving skills with exceptional attention to detail and quality.
  • Excellent verbal and written communication skills, including presentation skills and good judgment.

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