Financial Planning and Analysis Manager

Jobtailor; Alhambra (CA); On-site; USD 130,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced FP&A leader to drive annual budgeting, monthly forecasting, and multi-year planning. You will build financial models, perform variance analysis with senior leaders, and oversee reporting dashboards and executive presentations.

The ideal candidate has 7+ years in FP&A within complex environments, strong Excel/PowerPoint skills, and experience with SQL/Power BI; healthcare industry experience is a plus.

Qualifications

• Bachelor's degree required.
• 7+ years FP&A experience in a complex or multi-entity environment.
• Experience leading projects or supervising analysts.
• Advanced proficiency in Excel and PowerPoint.
• Experience with large datasets and financial modeling.
• Experience with MS-SQL, Power BI or other BI tools.
• Healthcare industry experience preferred.

Responsibilities

• Lead annual budgeting, monthly forecasting, and multi-year financial planning with financial models.
• Perform variance analysis and partner with business leaders to assess performance.
• Oversee monthly financial reporting, dashboards and executive presentations.
• Analyze results across segments to identify trends, risks and opportunities.
• Lead ad hoc analyses to support strategic initiatives and investments.
• Develop advanced financial models and business cases (ROI, scenarios).
• Advance FP&A analytics and reporting tools.
• Drive process improvements, automation and data accuracy with data/tech teams.
• Provide leadership and mentorship to FP&A team members.
• Support professional development through coaching and exposure to strategic initiatives.

Skills

Financial modeling

Variance analysis

Cross-functional collaboration

Analytical thinking

Education

Bachelor's degree

Tools

Excel

PowerPoint

MS SQL

Power BI

Job description

Job Responsibilities

• Lead annual budgeting, monthly forecasting, and multi-year financial planning, including development of financial models for strategic and operational decision‑making.
• Perform variance analysis and partner with business leaders to assess performance, identify drivers, and support operational planning.
• Oversee monthly financial reporting, dashboards and executive presentations communicating business performance.
• Analyze results across business segments to identify trends, risks and opportunities, delivering actionable insights to senior leadership.
• Lead ad hoc financial analyses to support strategic initiatives, operational improvements and investment decisions.
• Develop advanced financial models and business cases, including ROI, sensitivity, scenario analysis and time studies in collaboration with cross‑functional teams.
• Advance FP&A analytical capabilities through enhanced financial modeling, analytics and reporting tools.
• Drive process improvements, automation and data accuracy in partnership with data and technology teams.
• Provide leadership, mentorship and oversight to FP&A team members while fostering analytical rigor and continuous improvement.
• Support professional development through coaching, project ownership and exposure to strategic financial initiatives.

Requirements

• Bachelor's degree
• At least 7 years of relevant financial planning and analysis experience, preferably within a complex or multi-entity environment.
• Prior experience leading projects or supervising analysts strongly preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint required.
• Experience working with large datasets and financial modeling required.
• Experience with MS‑SQL, Power BI or other business intelligence tools preferred.
• Healthcare industry experience preferred.