Financial Planning & Analysis Manager

• Support the financial planning, reporting, and budgeting processes across the company's portfolio of businesses
• Partner with key business leads to lead the budget, planning, and forecast formulation and execution
• Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances
• Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm
• Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions
• Develop credibility and build partnerships with the accounting team and other key stakeholders across the company to facilitate efficiency, knowledge sharing, and opportunities for process improvement

• Bachelor's degree in accounting, finance, or related acumen
• 7+ years of financial planning and analysis experience within the financial services space
• Ability to collect, clean, and interpret large data sets across multiple systems to provide insightful analysis
• Experience in planning, coordinating, and executing multiple work streams simultaneously
• Strong grasp of income sheet, balance sheet, and cash flow financial statements interactions
• Ability to analyze financial results and assess financial impacts of business decisions
• Experience working within a G/L system, Microsoft Dynamics preferred
• Advanced Excel knowledge and skills (including Power Query) PowerPoint
• SQL and/or Python a plus
• Excellent communication skills, both written and verbal
• A tech forward approach to managing day to day tasks – we love to automate and make things more efficient and so should you
• Strong problem solver with the ability to navigate ambiguity and leverage your resources
• The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement
• The ability to adapt to a dynamic and ever-changing environment – we are in high growth mode and move quickly to achieve business goals

SQL and/or Python a plus

• medical, vision, dental, life, and disability insurance
• bonus