Senior FP&A Leader: Strategy, Forecasting & Profitability

Alliance Resource Group; Pasadena (CA); In loco; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

Alliance Resource Group is seeking an experienced FP&A leader in Pasadena, CA. You will own budgeting, forecasting, and long-range planning, building robust financial models and profitability analyses to guide strategic decisions.

You will present executive-level reports and board materials, partnering with business leaders on product evaluation, pricing, and investment opportunities. The role includes mentoring junior analysts and driving FP&A process improvements.

Competenze

• 7+ years of FP&A, Corporate Finance, Strategic Planning, or related financial analysis roles.
• Experience in a financial services organization (banking, wealth mgmt, fintech, or regulated institutions).
• Advanced proficiency in Excel and financial reporting tools.
• Experience developing executive presentations and communicating insights to leadership.
• Ability to translate financial data into strategic recommendations.

Mansioni

• Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain financial models to support strategic initiatives, profitability analysis, and business performance evaluations.
• Analyze monthly financial results, identify key drivers and variances, and communicate insights to senior management.
• Prepare executive-level reporting packages, management presentations, and board materials.
• Partner with business leaders to evaluate new products, growth opportunities, pricing strategies, and investment decisions.
• Support enterprise-wide strategic planning initiatives and scenario analysis.
• Assist in developing and enhancing profitability measurement frameworks and KPIs.
• Collaborate with Treasury and Finance on balance sheet management and profitability analysis.
• Support and maintain FTP methodologies and reporting processes, where applicable.
• Drive process improvements, automation, and enhancements to FP&A reporting and forecasting tools.
• Ensure consistency, accuracy, and integrity of financial data used for decision-making.
• Mentor and provide guidance to junior analysts as needed.

Conoscenze

Financial modeling

Forecasting

Budgeting

Executive presentations

Excel

Financial reporting

Formazione

Bachelor's degree in Finance/Accounting/Economics/Business Admin.

Strumenti

Adaptive Planning

Anaplan

Oracle

Hyperion

Descrizione del lavoro

Alliance Resource Group is seeking an experienced FP&A leader in Pasadena, CA. You will own budgeting, forecasting, and long-range planning, building robust financial models and profitability analyses to guide strategic decisions.

You will present executive-level reports and board materials, partnering with business leaders on product evaluation, pricing, and investment opportunities. The role includes mentoring junior analysts and driving FP&A process improvements.