Financial Planning and Analysis Manager

Treehouse Partners; Santa Monica (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

A fast-growing tech firm in Santa Monica is seeking a detail-oriented Manager of Financial Planning & Analysis to support their Finance team. This role involves designing financial models, preparing reports, and collaborating across departments. Candidates should have over 3 years of experience in finance or accounting, a strong background in budgeting, and excellent Excel skills. This position offers a competitive salary and an opportunity to thrive in a high-performance environment focused on electric vehicle infrastructure.

Qualifications

• 3+ years of professional experience in finance or accounting.
• Prior FP&A experience with strong analytical skills.
• Experience in fast-paced environments, ideally startups.

Responsibilities

• Design and maintain financial models and reports.
• Prepare monthly reporting packages with variance analysis.
• Partner with cross-functional teams on financial initiatives.
• Provide financial forecasts and scenario analysis.

Skills

Financial modeling expertise

Strong budgeting skills

Attention to detail

Excel proficiency

Effective communication

Education

Bachelor’s degree in Finance, Accounting, Business

Job description

Base Pay Range

$120,000.00/yr - $150,000.00/yr

Additional Compensation Types

Annual Bonus

Our client is a fast‑growing tech company operating at the forefront of the electric vehicle infrastructure space. With a presence across North America and a unique software‑driven approach, the company is transforming how businesses and consumers interact with charging. Their platform allows organizations to offer seamless, app‑free charging while driving efficiency and customer engagement.

This is a high‑performance, mission‑driven environment defined by fast growth, continuous innovation, and a collaborative culture. They are seeking a detail‑oriented and strategic Manager of Financial Planning & Analysis (FP&A) to join their Finance team. This role reports to the Director of Finance and works closely with leaders across the company.

Location: Santa Monica, CA (in‑person)

Responsibilities

• Design and maintain financial models, reports, and dashboards to support decision‑making
• Consolidate and reconcile financial data from multiple systems and teams
• Prepare monthly reporting packages with variance analysis and insights for department leaders
• Support the monthly close process and summarize results for management
• Partner with cross‑functional teams on business cases, cost/benefit analyses, and strategic initiatives
• Translate complex data into clear insights and actionable recommendations
• Provide financial forecasts and scenario analysis to guide planning
• Contribute to other finance‑related projects as needed

Qualifications

• 3+ years of professional experience in finance, accounting, or related fields
• Bachelor’s degree in Finance, Accounting, Business, or a comparable discipline (preferred)
• Prior FP&A experience with strong budgeting and analysis skills
• Strong attention to detail with the ability to manage competing priorities
• Advanced Excel skills, with proven financial modeling expertise
• Excellent communication skills, including the ability to present to senior stakeholders
• Background in companies that sell or manage physical products (e.g., electronics, retail, e‑commerce, IoT), preferred
• Experience helping implement new financial processes in a scaling or startup environment

Compensation

Targeting a base salary of $120‑$150k plus bonus.

Seniority Level: Mid‑Senior level

Employment Type: Full‑time

Job Function: Finance and Sales

Industries: Executive Search Services