Manager - Financial Planning & Analysis

Riverforest-Connections-Private-Limited; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Job summary

Riverforest-Connections-Private-Limited is seeking an experienced Financial Planning & Analysis (FP&A) Manager to serve as a strategic financial partner to executive leadership, driving forecasting, analytics, and corporate reporting to support company-wide goals.

The role leads a team of analysts, delivering performance packages and partnering with Accounting and Risk to ensure data integrity while supporting cross-functional initiatives.

Qualifications

• 7+ years of progressive experience in corporate financial analysis, budgeting, or forecasting.
• Leadership experience supervising a team of financial analysts.
• Advanced Excel skills; familiarity with Access is a plus.
• Strong knowledge of GAAP and financial reporting.
• Excellent verbal and written communication with executive audiences.
• Analytical, organized and detail-oriented with fast-paced adaptability.

Responsibilities

• Strategic planning, budgeting, forecasting, and periodic financial reporting across the company.
• Lead and mentor a team of financial analysts delivering operational, financial, and portfolio performance packages.
• Synthesize data and present updates, forecasts, and insights to senior leadership.
• Oversee internal management reporting and external financial disclosures.
• Perform portfolio and cash flow modeling, variance analysis, and returns assessments.
• Refine forecasting models and improve corporate performance metrics.
• Collaborate with Accounting and Risk to ensure data integrity from the System of Record.
• Drive process improvements and resolve operational discrepancies across business units.
• Lead cross-functional projects with Sales, Risk, Operations, and executive teams.

Skills

7+ years experience

Leadership

Advanced Excel

GAAP knowledge

Communication skills

Problem solving

Tools

Microsoft Access

Job description

A leading financial services is seeking an experienced Financial Planning & Analysis (FP&A) Manager. In this position, you will serve as a strategic financial partner to executive leadership, driving financial forecasting, in-depth performance analytics, and corporate reporting to support company-wide operational goals.

Core Responsibilities

• Strategic Planning & Forecasting: Function as the primary subject matter authority across all budgeting, forecasting, and periodic financial reporting activities.
• Team Leadership & Deliverables: Guide and develop a team of financial analysts, orchestrating the timely production of operational, financial, and portfolio performance packages.
• Executive Advisory: Synthesize complex data and present financial updates, forecasts, and actionable insights directly to senior executive leadership.
• Reporting Governance: Direct the end-to-end preparation, quality review, and dissemination of internal management materials and external financial reports.
• Portfolio & Cash Flow Modeling: Conduct financial analysis including variance tracking, portfolio performance assessments, cash flow modeling, returns analysis, and delinquency evaluations.
• Continuous Forecasting Improvement: Refine dynamic forecasting models and enhance corporate performance metrics on an ongoing basis.
• Data Integrity & Systems Collaboration: Partner closely with Accounting and Risk teams to validate data accuracy from the System of Record and perform targeted ad-hoc investigations.
• Operational Excellence: Drive process enhancements across business units by identifying operational discrepancies, resolving root issues, and streamlining workflows.
• Cross-Functional Initiatives: Execute ad-hoc financial and operational projects in collaboration with Sales, Risk, Operations, and Executive teams.
• Executive Partnership: Collaborate closely with the Finance leadership to execute departmental milestones and broader corporate strategies.

Required Qualifications & Background

• Experience: 7+ years of progressive experience in corporate financial analysis, profit planning, budgeting, or forecasting.
• Leadership: Demonstrated background supervising, mentoring, and leading a team of financial analysts.
• Technical Proficiency: Advanced expertise in Microsoft Excel is required (familiarity with Microsoft Access is a plus).
• Accounting Standards: Solid working knowledge and familiarity with GAAP.
• Communication & Presentation: Exceptional verbal and written communication skills with proven experience presenting to executive leaders.
• Problem-Solving & Mindset: Highly analytical, organized, and detail-oriented with strong problem-solving skills and agility in fast-paced environments.

Skills :

Financial Planning & Analysis / FP&A,Budgeting & Forecasting,Variance Analysis,GAAP