Manager, Forecasting & Financial Planning

The Bachrach Group; Greenwich, Northern (CT, KY); Hybrid; USD 105,000 - 155,000; Full time

Job summary

The Bachrach Group is seeking an FP&A Manager for a financial services client in Fairfield County, Connecticut. The role is a hands-on contributor owning budgeting, forecasting and cash forecasting end to end, partnering with leadership on the numbers behind decisions.

Key duties include building and maintaining planning models, leading cash forecasting, and delivering ad hoc analyses for management and investors; on-site with hybrid flexibility after ramp-up.

Qualifications

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

Analytical thinking

Education

Bachelor's in accounting, finance, economics

Tools

Excel

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. The Bachrach Group is running the search.

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
• 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.

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