Financial Planning Manager

Energy Innovation Corp; Oxnard (CA); Hybrid; USD 149,000 - 202,000; Full time

Job summary

Energy Innovation Corp in California seeks a Financial Planning Manager fluent in Forecasting, deadlines, and clean, defensible numbers. This role anchors bank reconciliations and closes books monthly in a fast-paced, data-driven environment.

You will own forecasting-to-reporting handoffs, manage intercompany transactions and depreciation tracking, and collaborate across teams to ensure timely, auditable financials.

Qualifications

• Forecasting and deadline-driven finance skills.
• Strong documentation and clear communication.
• Ability to drive forecasting to reporting handoffs.

Responsibilities

• Tighten revenue-recognition policy as deals grow complex
• Close the books monthly with deadlines intact
• Manage fixed-asset schedules, depreciation, and capex tracking
• Handle intercompany transactions during consolidation
• Support year-end audit preparation and PBC list
• Own forecasting-to-continuous-learning handoff for reports
• Reconcile credit-card feeds with receipts

Job description

This finance role calls for a Financial Planning Manager fluent in Forecasting, deadlines, and clean, defensible numbers. Sized right for 6 years of Bank Reconciliation, this CA role pays $149,000 - $202,000 and opens a path you actually want to walk.

Key Responsibilities

• Tighten the revenue-recognition policy as new finance deals get complex
• Close the books each month without letting deadlines slip at Houston Methodist
• Manage fixed-asset schedules, depreciation, and capital expenditure tracking
• Handle intercompany transactions and eliminations during consolidation
• Shepherd the year-end generously-mentoring audit from PBC list to signed opinion
• Own the Forecasting-to-Continuous Learning handoff so reporting never stalls between teams
• Reconcile the credit-card feed against receipts nobody wants to chase

What You'll Bring

• A growth mindset and openness to constructive feedback
• Hands-on command of Workday Adaptive Planning, with Excel as a close second
• Clarity of thought that shows up in tidy documentation
• Manager fluency in Management Reporting, with Forecasting on your roadmap
• A communicator who can disagree without making it personal
• The kind of empathy that makes hard feedback land softly
• Comfort owning finance decisions in a CA market

Houston Methodist began as a side project in Oxnard and grew into the data-honest platform thousands of finance users now rely on. At Houston Methodist, asking for a day off doesn't require a doctor's note or a guilt trip.

We answer the money question first with $149,000 - $202,000, then keep going with growth budgets, mentorship, and a flexible hybrid schedule.

This minute, the Financial Planning Manager chair sits empty and the search is on.