Financial Planning Manager

Egreenservices; Pearl City (HI); Hybrid; USD 148,000 - 215,000; Full time

Benefits offered by this job

Mentor

Benefits package

Flexible schedule

Job summary

Asset Management Group in Pearl City, HI is seeking a Financial Planning Manager who marries strong Written Communication with the curiosity to ask why numbers moved. The role is hybrid, offering mentorship, a competitive benefits package, and room to grow on a flexible schedule.

You will own financial analyses, map intercompany flows, and reconcile GL accounts while partnering with sales and leadership. The position demands clear documentation and proactive reporting.

Qualifications

• Solid understanding of finance best practices and industry standards.
• Familiarity with Written Communication and related tools or frameworks.
• Hands-on proficiency with Risk Assessment, ideally paired with Strategic Planning.
• Comfort owning a number that goes up or down because of you.
• Comfort working in a fast-paced, client-focused environment.
• The discipline to document while it's fresh, not after it's forgotten.

Responsibilities

• Sit with sales on deal structure before the ego-light contract is signed
• Map intercompany flows so consolidation never throws a surprise
• Reconcile general ledger accounts and resolve discrepancies in a timely manner
• Generate ad hoc reports combining Liquidity Management and Oracle NetSuite for finance leadership
• Reconcile merchant fees against statements that never quite match
• Surface the three expense lines quietly eating the finance margin
• Reconcile the loan amortization schedule against every lender statement

Skills

Written Communication

Risk Assessment

Strategic Planning

Tools

SAP

Job description

This is a hybrid opportunity for a Financial Planning Manager who pairs strong Written Communication with the curiosity to ask why the numbers moved. Plainly put, Asset Management Group wants 6 years of SAP, will pay $148,000 - $215,000, and expects you to own the result.

Key Responsibilities

• Sit with sales on deal structure before the ego-light contract is signed
• Map intercompany flows so consolidation never throws a surprise
• Reconcile general ledger accounts and resolve discrepancies in a timely manner
• Generate ad hoc reports combining Liquidity Management and Oracle NetSuite for finance leadership
• Reconcile merchant fees against statements that never quite match
• Surface the three expense lines quietly eating the finance margin
• Reconcile the loan amortization schedule against every lender statement

What You'll Bring

• Solid understanding of finance best practices and industry standards
• Familiarity with Written Communication and related tools or frameworks
• Hands-on proficiency with Risk Assessment, ideally paired with Strategic Planning
• Comfort owning a number that goes up or down because of you
• Comfort working in a fast-paced, client-focused environment
• The discipline to document while it's fresh, not after it's forgotten

Asset Management Group has become the small-but-mighty name finance buyers across HI bring up when someone asks who actually knows Risk Assessment. Ownership at Asset Management Group means you fix the broken thing even when nobody assigned it to you.

For your 6 of Risk Assessment, expect $148,000 - $215,000, a mentor, a benefits package, and the room to grow on a flexible schedule.

The team in Pearl City is interviewing on a rolling basis, so early applicants get noticed first.

The Financial Planning Manager position won't stay open forever, so make your move while it's live.