Financial Planning and Analysis Manager

Green Lion Search Group; Austin (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Green Lion Search Group is partnering with an established financial services firm to hire an FP&A Manager who will own budgeting, forecasting and financial analysis for the firm’s operations, working with finance leadership and department heads.

This senior individual contributor role offers broad ownership and opportunities to improve financial reporting, systems and processes through automation and better planning.

Qualifications

• 5–7 years of experience in FP&A, corporate finance, strategic finance or a related field.
• Experience independently leading annual budgets and working directly with department leaders.
• Strong financial modeling skills, including headcount, compensation and cash forecasting.
• Working knowledge of accounting concepts, including accruals, prepaids and expense allocations.
• Advanced Excel skills and proficiency in PowerPoint, with the ability to build clear, well-organized models and presentations.
• Strong written and verbal communication skills, including the ability to explain financial results to senior stakeholders.
• Sound judgment and discretion when handling sensitive financial and compensation information.
• Bachelor’s degree in finance, accounting, economics or a related discipline.

Responsibilities

• Lead the annual budget and ongoing forecasting process.
• Build and maintain long-term financial models to support business planning.
• Manage headcount and compensation planning, including hiring assumptions and annual compensation changes.
• Prepare financial reporting for senior leadership, including budget-to-actual analysis and clear explanations of key variances.
• Develop and maintain short- and long-term cash forecasts.
• Partner with accounting to review financial results, expense allocations and forecast assumptions.
• Support tax-related forecasting and other recurring financial reporting.
• Provide analysis to support decisions around hiring, spending and capital needs.
• Help evaluate and implement planning and reporting tools, and improve recurring processes through automation.
• Collaborate with colleagues across finance and the broader business to improve the accuracy and usefulness of financial information.

Skills

Financial modeling

Budgeting

Forecasting

Headcount planning

Excel

PowerPoint

Communication

Accounting concepts

Judgment

Education

Bachelor’s degree in finance/accounting/economics

Job description

Green Lion Search Group is partnering with an established financial services firm to hire an FP&A Manager. This role will own budgeting, forecasting and financial analysis for the firm’s business operations, working closely with finance leadership and department heads to support planning and decision-making.

This is a senior individual contributor position with broad ownership and opportunities to improve financial reporting, systems and processes.

Key Responsibilities

• Lead the annual budget and ongoing forecasting process, including timelines, department reviews and recommendations to finance leadership.
• Build and maintain long-term financial models to support business planning and evaluate different operating scenarios.
• Manage headcount and compensation planning, including hiring assumptions and annual compensation changes.
• Prepare financial reporting for senior leadership, including budget-to-actual analysis and clear explanations of key variances.
• Develop and maintain short- and long-term cash forecasts.
• Partner with accounting to review financial results, expense allocations and forecast assumptions.
• Support tax-related forecasting and other recurring financial reporting.
• Provide analysis to support decisions around hiring, spending and capital needs.
• Help evaluate and implement planning and reporting tools, and improve recurring processes through automation.
• Collaborate with colleagues across finance and the broader business to improve the accuracy and usefulness of financial information.

Qualifications

• 5–7 years of experience in FP&A, corporate finance, strategic finance or a related field.
• Experience independently leading annual budgets and working directly with department leaders.
• Strong financial modeling skills, including headcount, compensation and cash forecasting.
• Working knowledge of accounting concepts, including accruals, prepaids and expense allocations.
• Advanced Excel skills and proficiency in PowerPoint, with the ability to build clear, well-organized models and presentations.
• Strong written and verbal communication skills, including the ability to explain financial results to senior stakeholders.
• Sound judgment and discretion when handling sensitive financial and compensation information.
• Bachelor’s degree in finance, accounting, economics or a related discipline.

Preferred Experience

• Experience in investment management or financial services.
• Implementation or administration of financial planning and reporting software.
• Use of automation, data tools or AI to improve finance processes.