Financial Planning and Analysis Manager

CV Resources; Long Beach (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial recruitment firm is seeking an FP&A/Corporate Finance Manager to lead financial planning and modeling initiatives. This role requires extensive experience in corporate finance, strong accounting knowledge, and the ability to build sophisticated financial models. The ideal candidate will support capitalization efforts and collaborate closely with executive leadership to deliver actionable insights and lead the budgeting process. Candidates should have a Bachelor's degree in Finance or Accounting and at least six years of relevant experience.

Qualifications

• 6+ years of experience in FP&A, corporate finance, investment banking, or commercial banking.
• Advanced financial modeling expertise with integrated three-statement models.
• Strong understanding of accounting principles and financial statement mechanics.
• Experience with financing agreements, debt covenants, and investor requirements.

Responsibilities

• Develop comprehensive financial models that reflect business model and growth strategy.
• Lead the annual budgeting process and ongoing forecasting cycles.
• Deliver executive-level reporting packages with performance analyses.
• Provide actionable insights through clear financial presentations.

Skills

Financial modeling

Accounting knowledge

Strategic finance

Financial reporting

Communication skills

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA or CPA

Job description

CV Resources is partnering with an Energy Technology client of ours in search for a FP&A/Corporate Finance Manager to build and lead financial planning, modeling, and capital support initiatives. This role goes well beyond traditional budget-to-actual variance reporting. The ideal candidate will be capable of developing sophisticated financial models and company-wide budgets from the ground up while serving as a key partner to accounting, operations, and executive leadership.

This individual must possess strong accounting knowledge, advanced financial modeling capabilities, and experience supporting financing transactions and lender/investor compliance requirements.

Key Responsibilities

Financial Modeling & Budgeting

• Develop comprehensive financial models from scratch that accurately reflect the Company’s business model, revenue drivers, cost structure, capital needs, and growth strategy
• Lead the annual budgeting process and ongoing forecasting cycles
• Build integrated three-statement models (P&L, balance sheet, and cash flow) with strong attention to accounting detail and data integrity
• Perform scenario planning, sensitivity analyses, and long-range financial projections
• Translate operational initiatives into financial impacts

Strategic Finance & Capital Support

• Support debt, equity, grant, and lease financing initiatives
• Review and analyze financing agreements, debt covenants, investor reporting requirements, and lease obligations
• Monitor covenant compliance and prepare required lender/investor reporting packages
• Serve as a key finance contact for banking partners and capital providers
• Assist in structuring financing strategies and capital deployment decisions

Business Partnership & Cross-Functional Collaboration

• Partner closely with accounting to ensure models and forecasts reconcile with financial reporting
• Interface with operations and department leaders to ensure budget assumptions are accurate and timely
• Provide actionable insights to leadership through clear and concise financial presentations
• Strengthen financial discipline across departments through structured planning processes

Reporting & Analysis

• Deliver executive-level reporting packages including KPI dashboards and performance analyses
• Go beyond variance explanations by identifying underlying business drivers and recommending strategic actions
• Continuously enhance forecasting accuracy and modeling sophistication

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus)
• 6+ years of progressive experience in FP&A, corporate finance, investment banking, or commercial banking
• Advanced financial modeling expertise (integrated three-statement models required)
• Strong understanding of accounting principles and financial statement mechanics
• Experience reviewing financing agreements, debt covenants, and investor requirements
• Background in banking, structured finance, or capital markets strongly preferred
• Excellent communication and presentation skills with the ability to translate financial concepts for non-finance stakeholders