Financial Planning Analysis Manager

South Florida Recruiters; West Palm Beach (FL); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Paid medical, dental and vision

401(k) with company match

4 weeks PTO

Federal Holidays

Job summary

West Palm Beach-based private equity backed company is seeking a Finance Manager to lead FP&A activities and provide strategic recommendations to the C-Suite. This hands-on role requires deep understanding of the business and strong reporting capabilities.

The ideal candidate has 7+ years of finance experience, expertise in budgeting, forecasting, cash flow, P&L, and financial reporting, and is proficient in Power BI. You will work closely with leadership to drive performance and governance.

Qualifications

• 7+ years of finance and accounting experience including variance analysis, budgets, forecasting, modeling, cash flow, P&L, and financial reporting.
• Power BI experience required.
• Hands-on, roll-up your sleeves mentality.

Responsibilities

• Create and manage comprehensive financial statements, reports, data books and dashboards.
• Lead the annual budgeting, forecasting, and planning process.
• Review monthly P&L and perform variance analysis.
• Prepare and review cash flow statements and forecasts.
• Provide guidance and direction on financial results, metrics, and planning.
• Monitor and report on areas of risk.
• Serve as a strategic partner to leadership to implement changes.
• Provide comprehensive financial analysis regarding potential new business opportunities, products, locations, and platforms.
• Establish and implement effective data governance policies, procedures, and standards.
• Continuously evaluate and improve reporting processes, systems, and tools for efficiency and impact.
• Ensure compliance with GAAP.

Skills

Power BI

Financial analysis

Budgeting

Forecasting

Variance analysis

Cash flow management

P&L responsibility

Financial reporting

Education

Bachelor’s degree in Finance or Accounting

Job description

Private Equity backed company based in West Palm Beach, FL, is looking to hire a Finance Manager who can not only perform FP&A functions but can also understand the business inside and out and can make recommendations to the C-Suite Executives. This is a hands-on, roll-up your sleeves position that will have reporting functions to the private equity firm.

Responsibilities:

• Create and manage comprehensive financial statements, reports, data books and dashboards that provide leadership and stakeholders with timely, accurate and relevant results of the business
• Lead the annual budgeting, forecasting, and planning process
• Review monthly P&L and perform variance analysis
• Prepare and review cash flow statements and forecasts
• Provide guidance and direction on financial results, metrics, and planning
• Monitor and report on areas of risk
• Serve as a strategic partner to leadership team to make recommendations and to implement changes when needed
• Provide comprehensive financial analysis regarding potential new business opportunities, products, locations, and platforms
• Establish and implement effective data governance policies, procedures, and standards
• Continuously evaluate and improve reporting processes, systems, and tools for greater efficiency and impact
• Ensure compliance with GAAP

Requirements:

• Bachelor’s degree in Finance or Accounting
• 7+ years of finance and accounting experience including variance analysis, budgets, forecasting, modeling, cash flow, P&L, and financial reporting
• Power BI experience
• Hands-on, roll-up your sleeves mentality

Company Benefits:

• Paid medical, dental and vision insurance
• 401(k) with company match
• 4 weeks of PTO
• Standard Federal Holidays