Manager of Financial Planning&Analysis

Ledgent; Temecula (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

PTO

Holidays

Medical benefits

401(k) plan

Job summary

A financial services firm is seeking a Manager of Financial Planning & Analysis in Temecula, California. The role involves developing financial models, managing budgets, and forecasting performance. Ideal candidates should have 7+ years of experience in financial modeling, business analysis, and be proficient in PowerBI and SQL. The position offers competitive pay between $120,000 and $140,000, along with benefits like PTO and medical coverage.

Qualifications

• 7 years of experience in financial modeling and business analysis.
• Experience with analytics and business integration.
• Proficient in reporting tools like PowerBI and SQL.

Responsibilities

• Develop financial models and report on weekly KPIs.
• Budgeting and forecasting.
• Reconcile transactions compared to budget and prior periods.

Skills

Financial modeling

Business analysis

FP&A

Analytics

PowerBI

SQL

Education

Bachelor's degree

Job description

Job Title: Manager of Financial Planning & Analysis
Location: Temecula
Pay Rate Range: $120,000-$140,000
Schedule: Monday-Friday
Type: direct hire

Duties

• Developing financial models, reporting on weekly KPIs, budgeting/forecasting

Requirements

• Experience in financial modeling, business analysis, FP&A, business integration, analytics in
• 7 years of experience, bachelors degree
• Experience with PowerBI and SQL or other report writing tools
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and providing recommendations for corrective measures
• Develop and improve business metric, and offer apprproate actions

Benefits

• PTO
• Holidays
• Medical benefits
• 401 and other

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.