What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Confidential?
Position Summary:
We are seeking an experienced FP&A Manager or Director to lead our financial planning and analysis function at our Long Beach location. This role requires a highly skilled professional with strong financial acumen, a background in logistics (highly preferred), and experience in a private equity-owned environment. You’ll report to the VP of Finance and manage a team of two FP&A analysts.
Key Responsibilities:
- Lead end-to-end financial planning and analysis, budgeting, forecasting, and reporting processes.
- Manage and develop the FP&A team to ensure effective analysis and support for strategic financial decisions.
- Provide actionable insights on financial performance, driving cost savings and revenue enhancement opportunities.
- Oversee project management for financial initiatives, from planning to execution and post-implementation analysis.
- Deliver comprehensive financial reports and presentations for the executive team, supporting data-driven decision-making.
- Collaborate with cross-functional teams to align financial planning with business objectives and improve overall financial performance.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or CFA preferred).
- 7 years of experience in FP&A, with a strong background in logistics or a related field preferred.
- Proven experience in private equity-owned environments, with a demonstrated ability to thrive in fast-paced, results-driven settings.
- Strong project management skills, with experience overseeing financial initiatives from start to finish.
- Excellent communication skills, with the ability to present complex financial data to senior leadership.
- Advanced proficiency in financial modeling, Excel, and financial software applications.
Salary : $140,000 - $160,000