Financial Planning Manager Job at Robert Half (Walnut Creek)

Senior Manager, Financial Planning & Analysis

We're looking for a strategic financial leader to join our team as Senior Manage...

Location

United States , Denver

Salary:

116976.00 - 146219.00 USD / Year

AbsenceSoft

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field
7–10 years of progressive finance experience, including at least 2 years in a leadership role
Strong background in FP&A, budgeting, forecasting, and financial modeling, with advanced Excel skills
Enthusiasm for a hybrid work environment, with approximately 3 days per week of in-office presence in our downtown Denver location
Excellent communication and presentation skills, with the ability to influence stakeholders at all levels
High attention to detail, strong business acumen, and demonstrated ability to manage multiple priorities under tight deadlines
Proficiency in financial systems such as Cube, Pigment, and NetSuite

Job Responsibility

Lead the development and execution of annual budgets, quarterly forecasts, and long-range financial plans
Manage, mentor, and develop the FP&A team, fostering alignment with organizational goals and professional growth
Provide financial insights and analysis to support executive and board-level decision-making, including direct reporting to the CFO
Partner with Sales and Marketing to forecast ARR, and collaborate with department leaders on performance insights and variance analysis
Develop and enhance financial models to evaluate business scenarios, strategic initiatives, investments, and partnerships
Drive process improvements and automation to increase efficiency in financial reporting, while supporting month-end and quarter-end close processes with Accounting
Participate in a highly compliant environment and assist in maintaining company security and compliance controls
Other duties as assigned

What we offer

Impact that matters
Flexibility and trust
Growth and development
Competitive rewards
Time for life
Belonging and balance
Comprehensive benefits
Performance-based bonus program
Equity opportunities
Flexible time off

Fulltime

Senior Manager, Financial Planning & Analysis (FP&A)

Why Valvoline Global Operations? At Valvoline Global Operations, we’re proud t...

Location

United States , Lexington

Salary:

Not provided

Valvoline

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Business, Economics, or related field required
10+ years of progressive experience in FP&A, corporate finance, or related roles
Significant experience leading enterprise planning processes (AOP, LRP, forecasting)
Demonstrated success influencing senior leadership and driving enterprise-level decisions
Proven people leadership experience with the ability to develop talent and lead through others
Deep expertise in financial planning, forecasting, and performance management at an enterprise level
Advanced financial modeling, scenario planning, and analytical capabilities
Strong business acumen with an understanding of operational and commercial drivers
Expertise in financial systems, ERP platforms, and planning tools (SAP, S4, BPC, Power BI, etc.)
Exceptional executive communication and storytelling skills

Job Responsibility

Own and lead the design, execution, and continuous evolution of enterprise-wide AOP, LRP, and rolling forecast processes
Establish planning frameworks, assumptions, and governance that align financial outcomes with corporate strategy
Drive enterprise-wide alignment across functions, ensuring consistency in financial targets, methodologies, and execution
Provide forward-looking insights that shape strategic priorities, resource allocation, and financial commitments
Serve as the central point of accountability for planning process integrity, timelines, and deliverable quality
Lead enterprise-level financial performance management, delivering clear, actionable insights to executive leadership
Oversee development of executive and Board-level reporting materials, including performance narratives, risk assessments, and forward outlooks
Translate complex financial results into concise, decision-oriented recommendations for senior stakeholders
Proactively identify enterprise risks and opportunities, influencing mitigation strategies and business actions
Drive enhanced visibility into key performance drivers, including revenue, margin, SG&A, cash flow, and capital deployment

What we offer

Health insurance plans (medical, dental, vision)
Health Savings Account (with an employer-base deposit and match)
Flexible spending accounts
Competitive 401(k) with generous employer base deposit and match
Incentive opportunity*
Life insurance
Short- and long-term disability insurance
Paid vacation and holidays*
Employee Assistance Program
Employee discounts

Fulltime

Manager, Financial Planning & Analysis

Position Mission: The successful Manager will provide direct support to the fina...

Location

United States , Atlanta

Salary:

Not provided

Genuine Parts Company

Expiration Date

Until further notice

Requirements

Minimum of 4 years' prior work experience in Corporate Reporting/FP&A role
10+ years preferred
Advanced knowledge of TM1 or other budgeting and forecasting tools, such as Hyperion (is a plus)
Good understanding of US GAAP
Highest standards of accuracy and precision
highly organized
Advanced knowledge of Microsoft Office (emphasis on Excel and PowerPoint)
Balance multiple priorities, work independently and meet deadlines in a fast-paced environment
Articulate with excellent verbal and written communication skills
Excellent problem solving capabilities and superior analytical skills

Job Responsibility

Identify and summarize key drivers of financial performance on a consolidated and department level
Identify notable trends and variances within the financial results
Expense management, risk analysis and mitigation
Monitor expense levers and cost controls required to maintain profitability and achieve budgeted profit targets
Interface with Business Leaders to inform strategic inputs to financial models
Preparation of regular and special budget reports
Execute on Ad-Hoc reporting and analysis
Assist in the creation and development of monthly and quarterly reports
Provide peer review support on reporting packs to insure accuracy
Keep Team Leader/Department Leader apprised of progress on key work items

Fulltime

Sr. Program Manager- Financial Planning

Senior Program Manager – Financial Planning (Wealth Management) Location: Hybrid...

Location

United States , Springfield

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

10+ years of Program or Portfolio Management experience in complex enterprise environments
Proven experience leading large-scale digital transformation initiatives, particularly legacy to modern platform migrations
Demonstrated success in program recovery or turnaround situations
Strong experience managing multi-track Agile or iterative delivery models
Experience leading distributed or global teams including offshore
Strong governance, dependency management, and execution discipline.

Job Responsibility

Own the integrated program plan including schedule, milestones, dependencies, and critical path
Drive daily and weekly execution cadence including standups, sprint planning, demos, and retrospectives
Lead program re-baselining efforts within the first 90 days to establish realistic delivery timelines
Enforce structured iterative delivery including readiness criteria and entry and exit gates
Manage track sequencing to ensure alignment across multiple digital workstreams
Support go-live readiness and provide production support as needed
Coordinate delivery across multiple concurrent workstreams
Manage and proactively resolve interdependencies across business, technology, UX, and testing teams
Facilitate weekly cross-track synchronization meetings
Partner with architecture and engineering leads to ensure proper technical sequencing

Fulltime

Manager, Financial Planning & Analysis

The Manager FP&A Switch, will be part of the European Switch Finance team, repor...

Location

Belgium , Waterloo

Salary:

Not provided

Mastercard

Expiration Date

Until further notice

Requirements

Degree in Finance or Economics
Strong general Finance experience. Proven experience in FP&A and management-facing roles is a plus
Strong Excel and Powerpoint knowledge is a must
Strong knowledge of Mastercard tools and platform (Hyperion, SmartView/Essbase, MyMPA, CRS) is an important asset for that position. Experience with SFDC and Oracle is considered a plus
Proven ability to build relationships at all levels of the organization
High potential with excellent financial, analytical, and communication skills
High degree of business acumen and strong knowledge of Card and Financial Services Industry dynamics and business drivers
Thrives in fast-paced work environment

Job Responsibility

Responsible for the Rebates and Incentives planning and forecast through discussions/alignment with Sales and Deal Management Teams around deals in pipeline
Review on a regular basis the Rebates and Incentives Workbooks prepared and completed by the GBSC
Liaise with Controllers and Deal Management Team on the accurate accounting processes and applicable policies relevant to complex deal structures
Review and Improve where possible the process from CBA contract signature to support payments through regular reviews with all stakeholders and implementation of KPI's
Assist the FP&A Director in various revenue and cost analysis to optimize Forecast and produce Reporting
Work diligently with all the relevant stakeholders from our Services Departments (Business and Finance) to collect and validate relevant information related to Switch
Develop recurrent Reporting and Dashboard as well as ad-hoc analysis for management and any relevant internal stakeholders
Support the Director FP&A in various FP&A processes (monthly close, forecast, budget, reporting)
Accountable for pipeline management and manage the CRS data loads
Own and oversee Switch expense tracking and bad debt management

Fulltime

Manager, Financial Planning & Analysis

We are seeking a highly motivated and experienced Manager of FP&A to join our fi...

Location

United States , McLean

Salary:

Not provided

Appian Corporation

Expiration Date

Until further notice

Requirements

5+ years of progressive FP&A with a business partnering environment, ideally within the enterprise software industry and across both high-growth SaaS companies and larger public companies
Well versed in the FP&A lifecycle (budgeting, variance analysis, forecasting) with experience planning headcount and proactively identifying potential financial risks and opportunities
Excellent analytical, problem-solving, and organizational skills
Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Power BI, and Tableau
High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results
Experience in partnering with Sales and Marketing leadership on performance management, quota setting, and compensation design is beneficial
Expertise in leveraging Anaplan for advanced financial modeling and scenario planning is beneficial
Bachelor's degree in Finance, Economics, Accounting, or related discipline

Job Responsibility

Serve as the primary Finance business partner for the Sales and Marketing organizations, building strong relationships within those teams and across Finance to provide financial guidance and support strategic decision-making
Lead the development of annual budgets, long-range strategic plans, and monthly forecasts for the Sales and Marketing functions
This includes detailed headcount planning and departmental operating expense analysis
Partner with the Revenue Operations team to design, model, and manage the annual sales quota setting process
Analyze historical performance and market potential to ensure quotas are ambitious, yet achievable
Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model
Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability
Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives
Prepare presentations and analysis for senior Finance leadership and Appian's executive team
Participate in special projects and initiatives as required

What we offer

health coverage
Employee Assistance Program (EAP) with free mental health support
life and disability insurance
Employee Stock Purchase Program (ESPP)
retirement/pension plan
wellness dollars
tuition reimbursement
family-forming benefits

Fulltime

Manager, Financial Planning & Analysis

As a Manager in Enterprise Services & Staff Finance, you will be a part of the t...

Location

United States , McLean, Virginia; Richmond, Virginia

Salary:

151900.00 - 173400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's Degree or military experience
At least 5 years experience in financial analysis, financial modeling, or a combination
At least 1 year of experience managing a Financial Planning & Analysis (FP&A) function

Job Responsibility

Partner with leadership and business teams to assess the financial implications of ongoing efforts and investments across the organization
Develop materials that clearly articulate business results in support of partner objectives and long-term strategic planning
Proactively identify and address potential financial issues and opportunities while maintaining strong stakeholder relationships
Conduct accurate budgeting, forecasting, financial management reporting, and variance analysis of operating expenses
Build story-driven presentations with data-driven insights, and deliver to senior audiences
Engage with business partners to analyze and manage cost drivers and to prioritize resources
Independently coordinate workstreams and deliverables under either open-ended or tight timelines, including ad-hoc and special projects
Identify and enable continuous improvements across the team to drive efficiencies
Indirectly manage and develop associates

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Sr. Manager, Financial Planning & Analysis

Sr. Manager, Financial Planning & Analysis (Hybrid) We are seeking a strong lea...

Location

United States , Riverwoods; McLean; Richmond

Salary:

161500.00 - 202800.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's Degree or military experience
At least 7 years experience in financial analysis, financial modeling, or a combination
At least 2 years of experience managing a Financial Planning & Analysis function
At least 2 years of people management experience

Job Responsibility

Articulate outcomes of analysis and relevant insights
Partner with business leadership to assess the financial implications of ongoing efforts and help influence optimal outcomes for both the business group & broader enterprise priorities
Develop presentations to communicate business and analysis results to senior leadership audiences
Financial analysis & reporting
Budgeting, forecasting, and Profit & Loss (P&L) management
Develop executive presentations to communicate analysis results to senior audiences
Ad-hoc requests and special projects
Independently manage, prioritize, and delegate tasks
Manage and develop associates

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

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Financial Planning Manager

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