Senior FP&A Leader: Multi-Entity Forecasting & Modeling

Veritas Search Group; San Clemente (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Veritas Search Group is seeking a Senior Manager, FP&A to lead strategic planning, forecasting, and modeling across multiple entities. You will partner with senior leaders to improve visibility and drive data-driven decisions.

The role emphasizes forward-looking planning, dashboards, and business analysis, with hands-on finance oversight and mentoring for the team, in a lean, fast-moving environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in FP&A, financial analysis, business analytics, or similar finance environment.
• Strong financial modeling, forecasting, budgeting, and scenario-planning capabilities.
• Advanced Excel/spreadsheet skills with experience using dashboarding or business intelligence tools.
• Strong understanding of cash flow, financial reporting, and data quality.

Responsibilities

• Build and maintain financial forecasts, budgets, and long-range planning models across multiple entities.
• Develop financial models supporting investments, capital allocation, business initiatives, pricing, unit economics, and scenario analysis.
• Create and maintain dashboards and reporting tools that provide leadership with visibility into financial performance, cash flow, liquidity, and key business drivers.
• Analyze financial results, identify trends and variances, and clearly explain underlying drivers.
• Review financial schedules and reporting for accuracy and help identify errors before information reaches senior leadership.
• Consolidate financial information across multiple businesses or entities to create an enterprise-wide financial view.
• Prepare monthly and quarterly reporting packages, investment analyses, presentations, and executive-level recommendations.
• Partner with business leaders on financial planning and analysis supporting growth and strategic decision-making.
• Identify opportunities to improve reporting and modeling through AI, automation, and more efficient financial workflows.
• Support and potentially mentor finance and accounting team members as the organization grows.

Skills

Financial modeling

Forecasting

Budgeting

Scenario analysis

Dashboarding / BI tools

Excel advanced

Data quality

Communication

Leadership / mentoring

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Dashboard/BI tools

Job description

Veritas Search Group is seeking a Senior Manager, FP&A to lead strategic planning, forecasting, and modeling across multiple entities. You will partner with senior leaders to improve visibility and drive data-driven decisions.

The role emphasizes forward-looking planning, dashboards, and business analysis, with hands-on finance oversight and mentoring for the team, in a lean, fast-moving environment.