Manager Financial Planning & Analysis

Australia-Employment; New York (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Executive exposure

Growth opportunities

PE exposure

Well-being program

Career development

Job summary

Australia-Employment is seeking an experienced Manager of Financial Planning & Analysis in New York, NY, to lead company-wide FP&A initiatives and partner with senior leadership. Expect a high-visibility role with meaningful executive exposure and a competitive compensation package including a discretionary bonus.

You will own monthly, quarterly, and annual FP&A reporting, enhance management reporting and KPIs, and drive strategic financial planning.

Qualifications

• Experience in FP&A leadership and partnering with senior leadership.
• Develop and maintain FP&A reporting packages (monthly, quarterly, annual).
• Analyze business segment performance, trends, risks and opportunities.
• Develop dashboards and reporting tools delivering actionable insights.
• Support long-range planning, forecasting, budgeting, and monthly processes.
• Improve FP&A policies and reporting processes.
• Present findings to senior leadership.

Responsibilities

• Prepare monthly, quarterly, and annual FP&A reporting packages.
• Support and enhance the management reporting framework and KPIs.
• Analyze business segment performance and identify trends, risks, and opportunities.
• Develop dashboards and reporting tools that provide actionable insights.
• Assist in executive and board-level presentations.
• Support long-range planning, forecasting, budgeting, and monthly financial planning processes.
• Improve and document FP&A policies, procedures, and reporting processes.
• Partner with business leaders to understand financial drivers.
• Deliver financial modeling and ad hoc reporting.

Skills

Financial analysis

FP&A

Forecasting

Budgeting

Financial modeling

Dashboarding

Executive reporting

Tools

Excel

Job description

Manager Financial Planning & Analysis

$110000 - $180000 per year | New York, NY | On-site | Permanent

Take ownership of enterprise-wide financial planning and analysis initiatives, partner directly with senior leadership, and drive data-backed business decisions while earning a competitive salary and bonus in a fast-growing private capital organization!

A bit about us:

A leading private capital services organization is seeking an experienced FP&A Manager to join its finance leadership team. This highly visible role supports management reporting, strategic financial planning, business performance analysis, and executive decision-making. The successful candidate will collaborate closely with senior leadership and business partners while helping shape financial insights and reporting frameworks that support continued growth and operational excellence.

Why join us?

• Competitive salary of $110,000 - $180,000 annually
• Discretionary performance bonus
• Comprehensive benefits package
• Direct exposure to executive leadership and strategic decision-making
• Significant visibility across the organization
• Opportunity to influence key business and financial outcomes
• Professional development and internal growth opportunities
• Collaborative and high-impact work environment
• Exposure to private equity and high-growth business environments
• Organization committed to employee physical, mental, and financial well-being

Job Details

• Prepare monthly, quarterly, and annual FP&A reporting packages
• Support and enhance the management reporting framework and key performance metrics
• Analyze business segment performance and identify trends, risks, and opportunities
• Develop dashboards and reporting tools that provide actionable business insights
• Assist in creating executive and board-level presentations
• Support long-range planning, forecasting, budgeting, and monthly financial planning processes
• Improve and document FP&A policies, procedures, and reporting processes
• Partner with business leaders and functional departments to understand financial performance drivers
• Deliver financial modeling and analysis supporting strategic initiatives
• Provide ad hoc financial reporting and support for special projects
• Present findings and recommendations to senior leadership teams
• Ensure accuracy and integrity of financial reporting and analytics

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.