FP&A Manager

DeWinter Group; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

DeWinter Group in San Jose is seeking a hands-on FP&A Manager to drive financial reporting modernization and efficiency. You will automate workflows, streamline month-end close, and support strategic budgeting in a collaborative credit union environment.

The role focuses on revamping the board reporting, crafting narrative insights, and delivering accurate financial analysis to senior leadership. Prior experience with profitability projects and banking familiarity is highly valued.

Qualifications

• 5+ years of FP&A, financial analysis, or related roles within financial services.
• Experience modernizing and automating finance reporting and workflows.
• Strong proficiency with financial reporting tools and automation platforms.
• Hands-on experience with month-end closing processes.
• Excellent communication skills to craft narrative storytelling within reports.

Responsibilities

• Spearhead the streamlining and automation of finance reporting workflows, replacing manual legacy processes.
• Revamp the existing Board report by reducing unnecessary pages, integrating narrative storytelling, and shifting from static data tables.
• Provide dedicated support for the upcoming budgeting cycle, ensuring accuracy and strategic insight.
• Engage in enterprise and product profitability projects, helping the organization catch up with best practices.
• Conduct tedious, detailed tasks related to month-end close and financial data analysis.

Skills

Automation of finance reporting

Financial reporting tools

Month-end closing

Detail-oriented tasks

Narrative reporting

Education

Bachelor's degree in Finance/Accounting

CFA/CPA preferred

Tools

ProfitStar

Job description

FP&A Manager - Drive Financial Innovation and Efficiency in a Dynamic Credit Union

Are you a hands-on finance professional with a passion for transforming financial reporting processes? Join a forward-thinking credit union dedicated to modernizing its finance functions and elevating operational efficiency. This pivotal role offers the opportunity to lead critical initiatives such as automating workflows, revamping legacy reports, and supporting strategic budgeting efforts in a collaborative and evolving environment.

Key Responsibilities:

• Spearhead the streamlining and automation of finance reporting workflows, replacing manual legacy processes.
• Revamp the existing Board report by reducing unnecessary pages, integrating narrative storytelling, and shifting from static data tables.
• Provide dedicated support for the upcoming budgeting cycle, ensuring accuracy and strategic insight.
• Engage in enterprise and product profitability projects, helping the organization catch up with best practices.
• Conduct tedious, detailed tasks related to month-end close and financial data analysis.

Required Skills:

• Proven experience in modernizing and automating finance reporting and workflows.
• Strong proficiency with financial reporting tools and automation platforms.
• Hands-on experience with month-end closing processes.
• Ability to handle detailed, repetitive tasks with accuracy.
• Excellent communication skills to craft narrative storytelling within reports.

Nice to Have Skills:

• Background in financial institutions or banking.
• Familiarity with ProfitStar or similar profitability analysis tools.
• Prior experience in project management or process improvement initiatives.

Preferred Education and Experience:

• Bachelor's degree in Finance, Accounting, or related field; advanced degree or certifications (e.g., CFA, CPA) are a plus.
• 5+ years of experience in FP&A, financial analysis, or related roles within financial services.

Other Requirements:

• Ability to start fully on-site in San Jose, with a flexible transition to hybrid work over time.
• Willingness to engage in detailed, manual tasks as part of continuous process improvement.
• Experience working with senior leadership, including finance executives like VP of Finance and CFO, is advantageous.
• This role is critical in a project-based environment with potential for longer-term engagement.

Join a team committed to financial innovation - where your expertise can significantly impact operational excellence and strategic decision-making.