Financial Planning and Analysis Manager

Addison Group; Irvine (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

Sick days

401(k)

Job summary

Addison Group is partnering with a high-growth, multi-site manufacturer to recruit an FP&A Manager in Irvine, CA. This hybrid role features four days onsite and one remote day, with base compensation of $130,000–$150,000 plus bonus.

You will engage in enterprise planning, forecasting, and complex financial modeling, collaborating with senior finance leadership. Ideal candidates have 5+ years in FP&A, strong modeling and Excel skills, and experience with SQL/Power Query and BI tools.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus.
• 5+ years FP&A or financial analysis experience.
• Ability to build three-statement models from scratch.
• Advanced Excel with data tables, scenario modeling, and architecture.
• Experience with SQL/Power Query and large data sets.
• Proficiency in Power BI or similar BI tools.
• Strong analytical, problem-solving, and communication skills.

Responsibilities

• Build and maintain integrated three-statement financial models supporting planning and forecasting.
• Develop scenario models and sensitivity analyses for decision-making.
• Extract, structure, and analyze large financial/operational data from multiple systems.
• Create scalable, auditable Excel models and documentation.
• Support annual budgeting and monthly rolling forecast processes.
• Partner with FP&A leadership on variance analysis and reporting across locations.
• Provide backup for weekly cash flow forecasting and other deliverables.
• Prepare analyses for management, Board, and lenders.
• Support strategic initiatives and enterprise-level financial analysis.
• Translate business drivers into actionable financial insights.

Skills

Financial modeling

Forecasting

Excel proficiency

Analytical thinking

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA

Tools

SQL

Power Query

Adaptive

Anaplan

Hyperion

Power BI

Job description

Schedule: Hybrid – 4 days onsite/1 day remote.

Compensation: $130,000-$150,000 base salary + bonus

Benefits: This position is eligible for medical, dental, vision, PTO, sick days, and 401(k).

Our client, a high-growth, multi-site manufacturing organization with a strong presence across North America, is seeking a FP&A Manager to join its growing team. This is a newly created position that will provide significant financial modeling and analytical depth across the business.

The role will be highly involved in enterprise planning, forecasting, financial modeling, operational analysis, and strategic decision-making. The successful candidate will have the opportunity to work closely with senior finance leadership and gain broad exposure to the company's operations and financial strategy.

This is an excellent opportunity for an experienced SFA ready to take the next step or a Finance Manager looking for a highly visible role within a growing organization.

Key Responsibilities

• Build and maintain integrated three-statement financial models supporting enterprise planning and long-range forecasting.
• Develop scenario models and sensitivity analyses to support strategic and financial decision-making.
• Extract, structure, and analyze large volumes of financial and operational data from multiple systems.
• Build and maintain sophisticated Excel models that are scalable, documented, auditable, and user-friendly.
• Support the annual budgeting process and monthly rolling forecast, including model development and consolidation.
• Partner with FP&A leadership on site-level variance analysis and month-end reporting across multiple locations.
• Provide backup support for recurring FP&A deliverables, including the weekly 13-week cash flow forecast.
• Prepare financial analysis and supporting schedules for management, Board, and lender reporting.
• Support special projects and strategic initiatives, including financial analysis related to transactions and other enterprise-level activities.
• Partner with finance and operational stakeholders to understand business drivers and translate them into actionable financial insights.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA a plus.
• 5+ years of progressive FP&A or financial analysis experience.
• Demonstrated ability to build and maintain three-statement financial models from scratch.
• Advanced Microsoft Excel skills, including complex formulas, data tables, scenario modeling, and model architecture.
• Strong understanding of financial statements and how operational activity flows through financial results.
• Experience working with large financial and operational datasets using SQL, Power Query, or comparable tools.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Highly organized, self-directed, and comfortable taking ownership of projects and deliverables.
• Experience with EPM/CPM planning tools such as Adaptive, Anaplan, Hyperion or similar.
• Experience with Power BI or comparable business intelligence tools.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.