JOB SUMMARY  

The Manager, Financial Planning & Analysis is responsible for analyzing financial data, preparing reports, and providing insights to support strategic decision-making and financial planning within an organization. This role involves conducting financial analysis, forecasting financial performance, and evaluating strategic initiatives to help stakeholders understand business performance and identify opportunities for improvement.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

·         Analyze financial statements, budgets, and performance indicators to assess the financial health and profitability of the organization.

·         Conduct variance analysis and identify key drivers of financial performance, highlighting trends, risks, and opportunities for improvement.

·         Assist in the preparation of financial forecasts, annual budgets, and long-term financial plans, collaborating with departmental managers and executives to align financial objectives with strategic goals.

·         Monitor budget vs. actual performance, track spending patterns, and provide recommendations to optimize resource allocation and control costs.

·         Prepare and distribute periodic financial reports, dashboards, and presentations for management, investors, and other stakeholders, providing meaningful insights into financial performance and key metrics.

·         Work with Accounting team to ensure accuracy, completeness, and compliance with accounting standards and regulatory requirements in financial reporting.

·         Evaluate and track investment opportunities, capital projects, and strategic initiatives by conducting financial modeling, scenario analysis, and return on investment (ROI) calculations.

·         Collaborate with cross-functional teams, including operations, sales, and marketing, to provide financial guidance, support decision-making, and drive performance improvement initiatives.

·         Serve as a trusted advisor to business leaders, providing insights, analysis, and recommendations to optimize financial outcomes and achieve business objectives.

SUPERVISORY RESPONSIBILITIES  

Not applicable.  This position has no direct reports. 

QUALIFICATIONS 

·         Strong analytical and quantitative skills, with the ability to interpret complex financial data, create financial models and reporting tools, and perform sensitivity analysis.

·         Proficiency in financial analysis tools and software, including Microsoft Excel, financial modeling software, and enterprise resource planning (ERP) systems.

·         Excellent communication and presentation skills, with the ability to convey complex financial concepts and insights to non-financial stakeholders.

·         Attention to detail and accuracy in financial reporting, analysis, and forecasting, ensuring compliance with accounting standards and regulatory requirements.

·         Strategic thinking and business acumen, with the ability to understand the broader implications of financial decisions and provide strategic recommendations to senior management.

·         Ability to work independently, prioritize tasks, and meet tight deadlines in a fast-paced and dynamic environment.

·         Proven self-starter who ideally has worked in a demanding private equity environment.

KNOWLEDGE & SKILLS REQUIRED   

·         Knowledge of financial principles, accounting concepts, and financial markets, including an understanding of financial statements, valuation methods, and investment analysis techniques.

·         Familiarity with financial planning and analysis (FP&A) processes, including budgeting, forecasting, and variance analysis, as well as key performance indicators (KPIs) and metrics used to measure financial performance.

·         Strong problem-solving and critical thinking skills, with the ability to identify issues, analyze root causes, and develop actionable recommendations to drive business results.

·         Adaptability and flexibility to respond to changing business requirements, market conditions, and organizational priorities, while maintaining a focus on delivering high-quality financial analysis and insights.

EDUCATION & EXPERIENCE   

Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced degree is a plus (e.g., MBA)

7+ years of experience in financial analysis, financial planning and analysis (FP&A), or a similar role, preferably in a corporate finance or consulting environment.

CERTIFICATES, LICENSES, REGISTRATIONS   

Professional certifications such as Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Financial Risk Manager (FRM) is a plus.

PHYSICAL DEMANDS   

The physical demands described here are representative of those that must be met by

an employee to successfully perform the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform the

essential functions.

• Continuous sitting and repetitive hand motion

• Lifting requirements include occasional lifting of up to 10 pounds.

WORK SCHEDULE  

Position located in Burbank, CA and employee is expected to be in-office Monday-Friday, with hybrid opportunity in the future.   

EMPLOYER'S RIGHTS 

This job description does not list all the duties of the job.  You may be asked by supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.  The employer has the right to revise this job description at any time.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. 

COMPENSATION:

• The recruiting base salary range for this full-time position is $125,000 - $145,000 / year. Within the range, individual pay is determined by factors, including job-related skills, experience, and relevant education or training. Additionally, this role is bonus-eligible, with a target bonus percentage that provides an opportunity to earn even more based on your performance