Financial Planning and Analysis Manager

Alliance Resource Group; Irvine (CA); Presencial; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

Alliance Resource Group is seeking an FP&A Manager to join its corporate finance team in Orange County. This hands-on role emphasizes building models, analyzing data, and helping leadership understand financial performance across the business.

The position focuses on forecasting, budgeting, scenario analyses, and actionable reporting to senior leadership, with collaboration across locations. A 5+ year FP&A background and advanced Excel skills are required, with SQL/Power Query experience a plus.

Qualificações

• 5+ years of progressive FP&A, corporate finance, or related experience.
• Strong financial modeling skills, including the ability to build and work with integrated three-statement models.
• Advanced Excel skills and comfort working with complex models and large datasets.
• Experience with SQL, Power Query, or similar data tools is a plus.
• Strong understanding of the income statement, balance sheet, and cash flow statement and how operational activity impacts financial performance.
• Ability to take an open-ended business question and turn it into structured financial analysis.
• Strong communication skills and the ability to work effectively with both finance and non-finance teams.

Responsabilidades

• Build and maintain integrated financial models used for forecasting, budgeting, and long-term planning.
• Develop scenario and sensitivity analyses to help leadership evaluate business decisions.
• Work with large financial and operational datasets and turn the information into useful, actionable analysis.
• Build and improve Excel-based models and reporting tools that can be easily maintained and utilized across the finance team.
• Support the annual budgeting process as well as monthly forecasting and reporting.
• Partner with finance and operational leaders on variance analysis, performance trends, and business drivers across multiple locations.
• Assist with cash flow forecasting and other recurring FP&A reporting.
• Prepare financial analysis and supporting materials for senior leadership and other key stakeholders.
• Support strategic projects, potential transactions, integrations, and other ad hoc financial analysis.
• Identify opportunities to automate and streamline existing reporting and planning processes.

Conhecimentos

Financial modeling

Three-statement models

Advanced Excel

SQL/Power Query

Data analysis

Communication

Cross-functional collaboration

Hands-on / fast-moving environment

Formação

Bachelor's degree in Finance/Accounting/Economics/Business

Ferramentas

Excel

SQL

Power Query

Power BI

Anaplan/Adaptive/Hyperion

Descrição da vaga

We're working with a growing organization in Orange County that is looking to add an FP&A Manager to its corporate finance team. This is a hands-on role for someone who enjoys building models, digging into data, and helping leadership understand what's happening across the business.

The position will be based in Orange County and primarily onsite, with the potential for some flexibility over time.

What You'll Be Doing

• Build and maintain integrated financial models used for forecasting, budgeting, and long-term planning
• Develop scenario and sensitivity analyses to help leadership evaluate business decisions
• Work with large financial and operational datasets and turn the information into useful, actionable analysis
• Build and improve Excel-based models and reporting tools that can be easily maintained and utilized across the finance team
• Support the annual budgeting process as well as monthly forecasting and reporting
• Partner with finance and operational leaders on variance analysis, performance trends, and business drivers across multiple locations
• Assist with cash flow forecasting and other recurring FP&A reporting
• Prepare financial analysis and supporting materials for senior leadership and other key stakeholders
• Support strategic projects, potential transactions, integrations, and other ad hoc financial analysis
• Identify opportunities to automate and streamline existing reporting and planning processes

What We're Looking For

• 5+ years of progressive FP&A, corporate finance, or related experience
• Strong financial modeling skills, including the ability to build and work with integrated three-statement models
• Advanced Excel skills and comfort working with complex models and large datasets
• Experience with SQL, Power Query, or similar data tools is a plus
• Strong understanding of the income statement, balance sheet, and cash flow statement and how operational activity impacts financial performance
• Ability to take an open-ended business question and turn it into structured financial analysis
• Strong communication skills and the ability to work effectively with both finance and non-finance teams
• Comfortable operating in a hands-on, fast-moving environment

Nice to Have

• Experience in a manufacturing, distribution, or multi-location business
• Exposure to private equity-backed or other growth-oriented organizations
• Experience with planning tools such as Adaptive, Anaplan, Hyperion, or similar platforms
• Familiarity with Power BI or other visualization/reporting tools
• Experience supporting senior leadership presentations and reporting
• Exposure to M&A, integrations, or transaction-related financial analysis
• MBA, CPA, CMA, CFA, or other relevant advanced credential

EDUCATION

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

This is a great opportunity for someone who likes the technical side of FP&A but also wants visibility into the broader business. The right person will be comfortable getting into the weeds with models and data while also helping translate the numbers into information leadership can actually use.