Financial Planning Manager

Energy Innovation Corp; Fullerton (CA); On-site; USD 142,000 - 223,000; Full time

Job summary

Real Estate Excellence LLC in California seeks a Financial Planning Manager to own the accounts payable cycle, manage fixed-asset schedules, depreciation, and capital expenditure tracking, and build a robust SOX compliance model.

Earn $142,000 to $223,000 annually, plus a benefits plan and mentorship, with room to grow your journal entries and balance work-life commitments while delivering real financial results.

Qualifications

• Hands-on proficiency with Audit Sampling.
• CMA Certification or equivalent.
• Strong instincts for unfamiliar environments.
• Finance experience that withstands follow-up questions.
• Solid understanding of finance best practices and industry standards.
• Attention to detail and consistency in output.

Responsibilities

• Own the accounts-payable cycle from invoice intake through final disbursement.
• Oversee accounts reconciliation across multiple entities and currencies.
• Build the SOX Compliance model that retires the manual workbook.
• Manage fixed-asset schedules, depreciation, and capital expenditure tracking.
• Resolve billing disputes and expedite aged receivables for collection.
• Maintain accurate records and recommend process improvements.

Skills

Audit Sampling

Finance experience

Ambiguity tolerance

Education

CMA Certification

Job description

7 years deep into Audit Sampling, you are exactly the Financial Planning Manager Real Estate Excellence LLC keeps circling back to. Own your projects, earn $142,000 - $223,000, and grow with a team that turns 6 years of Journal Entries into real results.

Key Responsibilities

• Own the accounts-payable cycle from invoice intake through final disbursement
• Oversee accounts reconciliation across multiple entities and currencies
• Build the SOX Compliance model that finally retires the manual workbook
• Manage fixed-asset schedules, depreciation, and capital expenditure tracking
• Resolve billing disputes and expedite aged receivables for collection
• Maintain accurate records in Work-Life Balance and recommend process improvements

What You'll Bring

• Hands-on proficiency with Audit Sampling, ideally paired with CMA Certification
• Sound instincts for reading a room you've never been in before
• Hands-on finance experience that holds up to follow-up questions
• Solid understanding of finance best practices and industry standards
• An eye for the no-ego detail that separates fine from finished
• A keen eye for quality and consistency in your output
• Comfort navigating ambiguity when the brief arrives half-written

Real Estate Excellence LLC is the metrics-driven CA company that built its name on finance work nobody else wanted to do properly. Every Financial Planning Manager at Real Estate Excellence LLC owns an outcome, not just a checklist of tasks.

Yours for the taking: $142,000 - $223,000, a mentor, a benefits plan, and the room to grow your Journal Entries and Work-Life Balance side by side.