Financial Planning & Analysis Manager

Streamline Innovations; San Antonio (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

Paid Holidays

401(k) Retirement Plan with Employer Match

Insurance: Major medical, dental, and vision

Job summary

A financial services company in San Antonio, Texas is seeking a Financial Planning & Analysis Manager to oversee financial projections and serve as a strategic partner to leadership. The ideal candidate will have a bachelor's degree in finance or accounting and over 5 years of relevant experience. This role includes responsibilities like leading budgeting processes and collaborating with IT to maintain reporting software. Competitive salary and benefits offered.

Qualifications

• 5+ years of experience, including 2 years in finance or accounting.
• Adaptable, curious, and growth-oriented.
• Organized, reliable, and attentive to detail.

Responsibilities

• Own, maintain, and improve the corporate financial model.
• Lead the company's budgeting, forecasting, and long-range planning processes.
• Forecast short- and medium-term cash position.

Skills

Advanced Excel financial modeling

Strong communication and presentation skills

Reporting, analysis, and data management tools

Education

Bachelor's degree in finance or accounting

Job description

Base pay range

$100,000.00/yr - $130,000.00/yr

The Financial Planning & Analysis Manager is responsible for the company's financial projections and analysis of past performance. The position serves as a strategic partner to leadership and business units for data-driven decision support and process improvements to optimize transparency and financial performance.

Responsibilities

• Own, maintain, and improve the corporate financial model
• Lead the company's budgeting, forecasting, and long-range planning processes
• Develop financial models to support strategic planning and growth initiatives
• Forecast short- and medium-term cash position
• Integrate a wide range of financial and operational data to provide variance/lookback analysis with actionable recommendations
• Collaborate with IT and leadership to maintain an appropriate stack of finance and reporting software and processes
• Lead results discussion with leadership team
• Independently identify and execute on opportunities for business and process improvement
• Assist in preparation of board and investor materials
• Maintain debt covenant calculations
• Build and mentor team
• Perform ad hoc analysis as needed

Qualifications

• Bachelor's degree, preferably in finance or accounting
• 5+ years of experience including at least two years of finance or accounting
• Advanced Excel financial modeling
• Strong communication and presentation skills
• Advanced skills in reporting, analysis, and data management tools a plus
• Adaptable, curious, and growth-oriented
• Organized, reliable, and attentive to detail

Work Environment

Conditions vary and include:

• Travel as needed
• Controlled office environment

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift to 15 pounds at times

Benefits

• Salary, Exempt
• Unlimited PTO
• Paid Holidays
• Insurance: Major medical, dental, and vision for employee and dependents
• Short-Term, Long-Term Disability, and Life Insurance
• 401(k) Retirement Plan with an Employer Match
• Company Credit Card
• Cellular Reimbursement - $100/month
• Company Stock

EEO Statement

Streamline Innovations, Inc. is an Equal Opportunity Employer (EEO) and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Streamline Innovations, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst

Industries

• IT Services and IT Consulting