Financial Planning and Analysis Manager

The Bolton Group; Marietta (GA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A financial services firm in Marietta, Georgia, seeks a Senior Manager in Financial Planning & Analysis. In this hybrid role, you'll lead a team responsible for the P&L and collaborate with operations to drive decision-making. Ideal candidates will have a Big Four background, deep accounting knowledge, and a desire to develop FP&A skills. Strong Excel proficiency and the ability to present financial insights are essential. This position offers leadership opportunities and direct influence over financial strategies.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience).
• 10+ years of progressive experience in accounting, finance, or analytical roles.
• Advanced Excel skills.
• Experience supporting large, complex operations.

Responsibilities

• Lead, coach, and develop a team of senior financial analysts.
• Partner closely with operational leaders to understand drivers of revenue, cost, and profitability.
• Own short-term and long-term planning processes.
• Oversee P&L reporting and variance analysis.
• Translate financial data into decision-ready insights.
• Build and enhance forecasting models for planning and allocation.

Job description

Senior Manager, Financial Planning & Analysis (Hybrid)

Team Size: Leadership responsibility for 4 senior analysts

The Opportunity

This is a high-impact FP&A leadership role within a complex, asset-driven organization where finance partners directly with operations. The role is intentionally designed for a sharp technical accountant (Big Four Manager level) who wants to transition into financial analysis, forecasting, and business partnership.

You’ll lead a small, high-caliber team, own meaningful portions of the P&L, and work closely with operational leaders to influence real-time decision making. While prior FP&A experience is helpful, the organization is fully prepared to train and support the right technical accounting leader in advanced financial analysis and modeling.

What You’ll Own

You will have direct responsibility for multiple operating segments within the P&L, including:

• Portfolio Performance: Asset status, occupancy metrics, movement activity, and utilization trends
• Revenue: Core revenue streams, concessions, reserves, and ancillary income
• Cost to Maintain: Repairs & maintenance, capital spending, turnover costs, and related KPIs
• Cost to Own: Property-level fixed costs including taxes, insurance, and association fees

Key Responsibilities

• Lead, coach, and develop a team of senior financial analysts, building both technical and business acumen
• Partner closely with operational leaders to understand drivers of revenue, cost, and profitability
• Own short-term and long-term planning processes including budgets, forecasts, and strategic targets
• Oversee P&L reporting, variance analysis, and monthly performance reviews with business leadership
• Translate complex financial data into clear, decision-ready insights and recommendations
• Build and enhance forecasting models that support operational planning and capital allocation
• Prepare and present financial materials for executive leadership and quarterly board meetings
• Identify opportunities to improve reporting, KPI visibility, and operational efficiency
• Help scale finance processes to support continued growth and organizational complexity

Ideal Background

This role is a strong fit for someone who has:

• A Big Four or large-firm accounting background, ideally at the Manager or Senior Manager level
• Deep grounding in accounting, controls, and financial reporting, with curiosity about the “why” behind the numbers
• Experience partnering with senior stakeholders and influencing without direct authority
• Strong analytical instincts and the ability to move from detail to big picture
• Interest in transitioning from primarily reporting-focused work into forward-looking analysis and business partnership

Required Experience & Skills

• Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience)
• ~10+ years of progressive experience in accounting, finance, or analytical roles
• Experience supporting large, complex operations with significant revenue and cost structures
• Advanced Excel skills; familiarity with modern planning or BI tools preferred
• Comfort working with large data sets; SQL or similar querying experience a plus
• Proven ability to communicate financial insights to senior leadership
• Prior people leadership or strong readiness to lead and develop others

Preferred Qualifications

• CPA and/or MBA
• Exposure to FP&A systems or enterprise planning platforms
• Experience in asset-heavy industries such as real estate, infrastructure, or multi-site operations
• Background in fast-paced, high-growth environments

Why This Role Stands Out

• Hybrid structure with meaningful in-person collaboration
• Real ownership of the P&L, not just reporting, but influence
• Opportunity to pivot from technical accounting into FP&A with training and support
• Strong visibility with senior leadership and executive decision makers
• Leadership role with room to shape the team and finance approach