Financial Planning Manager

Energy Innovation Corp; Santa Clarita (CA); On-site; USD 145,000 - 215,000; Full time

Job summary

Advisory Partners LLC in Santa Clarita, CA seeks a hardworking Financial Planning Manager to support finance operations and drive outcomes. Earn $145,000 - $215,000 base, with opportunities for growth through certifications and learning time.

The role emphasizes meeting deadlines and maintaining strong capital management. The team values real-world experience and a pragmatic approach to financial planning, reporting, and close processes.

Qualifications

• An instinct for prioritization when everything is labeled urgent.
• A point of view, held loosely and defended well.
• Calm under the unhurried chaos a manager role tends to generate.
• Experience translating Interpersonal Skills complexity for a non-technical audience.

Responsibilities

• Spot the duplicate payment before it leaves the account.
• Close the books each month without letting deadlines slip.
• Keep the CA unemployment and withholding accounts perfectly square.
• Stand in for the Santa Clarita controller when close cannot wait.
• Keep capital-expenditure approvals flowing without losing the paper trail.

Skills

Prioritization

Point of view

Calm under pressure

Translate interpersonal skills

Job description

A hardworking, deadline-driven Financial Planning Manager will thrive in this manager role supporting finance operations in Santa Clarita, CA. Earn $145,000 - $215,000, own outcomes, and grow your finance career with a team that values 8 years of real experience.

Key Responsibilities

• Spot the duplicate payment before it leaves the account
• Close the books each month without letting deadlines slip at Advisory Partners LLC
• Keep the CA unemployment and withholding accounts perfectly square
• Stand in for the Santa Clarita controller when close cannot wait
• Keep capital-expenditure approvals flowing without losing the paper trail

What You'll Bring

• An instinct for prioritization when everything is labeled urgent
• A point of view, held loosely and defended well
• Calm under the unhurried chaos a manager role tends to generate
• Experience translating Interpersonal Skills complexity for a non-technical audience

The quietly-relentless people at Advisory Partners LLC have spent years proving that world-class Working Capital Management can absolutely come out of Santa Clarita. Curiosity outranks credentials on this finance team, so bring questions, not just answers.

Beyond the $145,000 - $215,000 base, Advisory Partners LLC invests in your growth through paid certifications, conferences, and dedicated learning time.

This Financial Planning Manager posting is fresh, active, and open for business right now.