Manager, Forecasting & Financial Planning

TBG | The Bachrach Group; Greenwich (CT); Hybrid; USD 120,000 - 160,000; Full time

Job summary

The Bachrach Group in Fairfield County, Connecticut seeks an FP&A Manager to own budgeting, forecasting and cash forecasting end to end and partner with leadership on the numbers behind decisions.

This hands-on individual contributor will build and refine planning models, lead cash forecasting, analyze variances, and develop automated reporting to support management and investors. Hybrid on-site work is available after ramp-up.

Qualifications

• Five to eight years of FP&A; a strong candidate with about four years ready to step up will be considered
• Financial services experience required
• Strong Excel modeling; Access a plus
• Bachelor's in accounting, finance, economics or a related quantitative field

Responsibilities

• Build, maintain and improve the planning and forecast models
• Lead cash forecasting and build visibility into how capital is deployed
• Analyze actuals against plan and forecast; surface trends, variances and recommendations
• Develop reporting and automation so the process is repeatable
• Ad hoc analysis for management and investors

Skills

FP&A

Excel modeling

Financial analysis

Education

Bachelor's degree in accounting, finance, economics or related field

Tools

Access

Job description

Our client, a financial services firm in Fairfield County, Connecticut, is hiring an FP&A Manager: a hands-on individual contributor who will own budgeting, forecasting and cash forecasting end to end and partner with leadership on the numbers behind decisions.

What You Will Do

• Build, maintain and improve the planning and forecast models


• Lead cash forecasting and build visibility into how capital is deployed


• Analyze actuals against plan and forecast; surface trends, variances and recommendations


• Develop reporting and automation so the process is repeatable


• Ad hoc analysis for management and investors

What We Are Looking For

• Five to eight years of FP&A; a strong candidate with about four years ready to step up will be considered


• Financial services experience required


• Strong Excel modeling; Access a plus


• Bachelor's in accounting, finance, economics or a related quantitative field

Direct hire, on-site with hybrid flexibility after ramp-up.