Manager, Financial Planning & Analysis

Bayside Solutions; Dublin (CA); Hybrid; USD 156,000 - 177,000; Full time

Job summary

Join a dynamic team as a Financial Planning & Analysis professional in a hybrid role that offers a blend of remote and on-site work. You'll be at the forefront of financial strategy, responsible for guiding the organization through comprehensive financial planning, forecasting, and reporting. This role requires a strong analytical mindset and excellent communication skills to collaborate effectively with stakeholders. If you thrive in a fast-paced environment and have a passion for finance, this opportunity is perfect for you. Be part of a forward-thinking company that values your expertise and contributions.

Qualifications

• 5-7+ years of experience in financial planning and analysis.
• Strong familiarity with budgeting and forecasting processes.
• Excellent analytical and communication skills.

Responsibilities

• Manage long-term planning and forecasting processes.
• Develop budget guidance and prepare executive-level presentations.
• Support senior executives with financial analyses and reporting.

Skills

Financial Planning & Analysis

Budgeting

Forecasting

Reporting

Ad-hoc Analysis

P&L Management

Relationship Building

Analytical Skills

Education

Bachelor's degree in Finance or related field

CPA or MBA

Tools

Hyperion

Cognos

TM1

SAP

Excel

PowerPoint

Job description

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This range is provided by Bayside Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75.00/hr - $85.00/hr

W2 Contract

Salary Range: $156,000 - $176,800 per year

Location: Dublin, CA - Hybrid Role

Job Summary:

As a member of the Financial Planning & Analysis team, you will be responsible for our long-term planning, forecasting, and reporting processes. You will work cross-functionally across the business to deliver comprehensive financials and supporting analyses to senior leadership. The ideal candidate must have a background in Finance, possess strong analytical and communication skills, and be able to partner effectively with stakeholders across the organization.

Duties and Responsibilities:

• Manage the long-term process to ensure timely completion of key deliverables.
• Develop budget guidance for the planning process.
• Set targets and issue challenges to business partners.
• Manage the bottom-up calculations for key P&L line items.
• Partner with stakeholders across the organization to roll up the P&L.
• Support senior executives by providing scenarios and analyses to help them make decisions throughout the process.
• Prepare executive-level presentations and support materials for our annual Board Meetings.
• Manage the weekly forecast process and prepare a comprehensive summary for executive review.
• Engage with business partners to understand and explain all substantial forecast changes to senior leadership.
• Support the CFO and Investor Relations team by providing forecasted financial statements, earnings guidance models, and earnings scenarios.
• Support the ongoing evolution of the forecasting process by leveraging Hyperion to automate and enhance existing processes.
• Prepare weekly, monthly, and quarterly financial reports, including business performance analysis, inventory levels, and balance sheet data.
• Provide ongoing analytical support to influence strategic direction, guide investor relations activities, and inform senior management and board-level discussion.
• Provide ad-hoc analysis for senior management whenever necessary, ensuring tight deadlines are always met.

Requirements and Qualifications:

• Bachelor's degree required (preferably in an analytical field such as Finance, Economics, Accounting, etc.)
• CPA or MBA preferred
• 5-7+ years of post-college experience with demonstrated success at increasing levels of responsibility
• Strong familiarity with core financial planning and analysis processes, including budgeting, forecasting, and financial control process design
• Prior experience with EPM software (e.g., Hyperion, Cognos, TM1, SAP) preferred
• Outstanding analytical ability - must have a data-driven approach to solving problems. Requires very strong quantitative skills, a good sense of how to dissect problems, and a strong ability to "connect the dots."
• Prior retail or related experience is preferred (but not required) for this position. An ideal candidate understands the intricacies of a retail P&L and balance sheet, including margin, store, and supply chain cost drivers. This person will preferably understand and appreciate the nuances and financial operating requirements of an off-price, low-cost retail operator.
• Dynamic and self-motivated - must have the dedication and drive necessary to operate in a fast-paced and changing retail environment.
• Excellent communication skills - must be able to clearly communicate results and implications of analysis verbally and in writing
• A detail-oriented approach - must pay close attention to details and have the drive to get things right.
• Relationship building - Effective working relationships need to be built with a broad range of people across the organization.
• Strong fundamental business technical skills - very strong Excel modeling skills, proficiency in PowerPoint, and the ability to learn Hyperion.
• Demonstrated ability to use discretion in handling highly sensitive confidential information

Desired Skills and Experience

Financial Planning & Analysis, Finance, budgeting, forecasting, reporting, ad-hoc analysis, P&L, EPM, Hyperion, Cognos, TM1, SAP, Excel, PowerPoint

Bayside Solutions, Inc. is not able to sponsor any candidates at this time. Additionally, candidates for this position must qualify as a W2 candidate.

Bayside Solutions, Inc. may collect your personal information during the position application process. Please reference Bayside Solutions, Inc.'s CCPA Privacy Policy at www.baysidesolutions.com.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

• Industries

  Retail Apparel and Fashion

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