Financial Planning Manager

Energy Innovation Corp; Ventura (CA); On-site; USD 144,000 - 210,000; Full time

Job summary

Energy Innovation Corp in Ventura, CA seeks a Financial Planning Manager to transform raw financial data into clear, actionable insights for leadership. The role emphasizes ownership, collaboration with a tight team, and a clear career growth path in finance.

The candidate will manage cost accounting, streamline month-end close, and produce concise narratives for investors. A CFA certification is a plus; strong attention to detail and teamwork are essential.

Qualifications

• Must have internal controls experience, CFA certification is a bonus.
• Strong numerical literacy and ability to translate data into actionable insights.
• Experience with accounts receivable and close processes is advantageous.

Responsibilities

• Run the cost-accounting layer beneath every finance product line.
• Streamline month-end close to reduce reporting turnaround time.
• Translate raw numbers into clear dashboards for non-finance stakeholders.
• Keep the CA unemployment and withholding accounts perfectly square.
• Assist with quarterly investor reporting and unhurried financial narratives.
• Own the accounts-payable cycle from invoice intake through final disbursement.

Skills

Attention to detail

Time management

Communication

Education

CFA Certification

Job description

As a Financial Planning Manager based in San Buenaventura, CA, you will turn raw financial data into clear insights leadership can act on. Here, a Financial Planning Manager owns their work, partners with a tight team, and earns $144,000 - $210,000 while building their career.

Key Responsibilities

• Run the cost-accounting layer beneath every finance product line
• Streamline month-end close to reduce reporting turnaround time
• Translate raw numbers into clear dashboards for non-finance stakeholders
• Keep the CA unemployment and withholding accounts perfectly square
• Assist with quarterly investor reporting and unhurried financial narratives
• Own the accounts-payable cycle from invoice intake through final disbursement

What You'll Bring

• The discipline to finish the boring 20% that makes the rest matter
• Practical command of Internal Controls, with bonus points for CFA Certification
• Comfort with a Nissan pace that rarely sits still
• A writer's ear for tone in a high-stakes email
• Strong time-management skills and a bias toward action
• Familiarity with the rhythms of an underdog-spirited full-time team
• Solid Attention to Detail grounding, plus Accounts Receivable you can pick up on the fly

People choose Nissan because we pair team-oriented technology with a team that genuinely cares, right here in San Buenaventura. Trust, transparency, and steady momentum are the three things we protect above all else.

Sign on for $144,000 - $210,000, gain a growth path into finance, a personal mentor, and benefits that make San Buenaventura feel like home.

We refreshed it today so candidates know the full-time role is genuinely open.