FP&A Manager: Automate Reporting & Drive Budgeting

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

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.