Senior Manager, FP&A

Madison-Davis, LLC; Los Angeles (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Madison-Davis, LLC is seeking a Forecast Manager to lead the development, management, and refinement of financial forecasts and performance projections. You will forecast revenue, expenses, balance sheet activity, cash flow, and KPIs to support planning, budgeting, profitability analysis, and executive decision-making.

The ideal candidate will have strong financial modeling and forecasting expertise with the ability to partner closely with business leaders and cross-functional teams.

Qualifications

• Strong financial modeling and forecasting expertise.
• Experience partnering with senior leadership and cross-functional teams.
• Proven ability to manage forecasts, budgets, and KPI reporting.

Responsibilities

• Lead short- and long-term financial forecasting, including income statement, balance sheet, and cash flow projections.
• Manage annual budgeting and periodic reforecasting processes.
• Partner with business leaders to analyze performance against plan and explain key variances.
• Develop and maintain forecasting models incorporating market conditions, interest rates, and business strategy.
• Analyze key financial and operating metrics, including revenue, profitability, and balance sheet trends.
• Support capital planning and liquidity management through scenario and sensitivity analysis.
• Incorporate risk and macroeconomic assumptions into financial forecasts.
• Prepare executive management reporting, budgets, forecasts, profitability analyses, and performance scorecards.
• Conduct research, data mining, and model validation related to budgets and profitability.
• Prepare clear financial presentations and analysis for senior management.
• Review financial analysis prepared by other team members and oversee assigned projects.
• Support information requests from auditors and regulators.

Skills

Financial forecasting

Financial modeling

Budgeting & reforecasting

Variance analysis

Cross-functional partnership

Executive reporting

Scenario & sensitivity analysis

Leadership

Education

Bachelor's degree in finance or related field

Tools

Excel

Forecasting software

Job description

A leading financial services organization is seeking a Forecast Manager to oversee the development, management, and refinement of financial forecasts and performance projections. This role will be responsible for forecasting revenue, expenses, balance sheet activity, cash flow, and key performance indicators to support strategic planning, budgeting, profitability analysis, and executive decision-making.

The ideal candidate will have strong financial modeling and forecasting expertise with the ability to partner closely with business leaders and cross-functional teams. This position will provide meaningful exposure to senior management and will play an important role in analyzing business performance, market conditions, interest rates, liquidity, and other factors that impact financial results.

Responsibilities

• Lead short- and long-term financial forecasting, including income statement, balance sheet, and cash flow projections.
• Manage annual budgeting and periodic reforecasting processes.
• Partner with business leaders to analyze performance against plan and explain key variances.
• Develop and maintain forecasting models incorporating market conditions, interest rates, and business strategy.
• Analyze key financial and operating metrics, including revenue, profitability, and balance sheet trends.
• Support capital planning and liquidity management through scenario and sensitivity analysis.
• Incorporate risk and macroeconomic assumptions into financial forecasts.
• Prepare executive management reporting, budgets, forecasts, profitability analyses, and performance scorecards.
• Conduct research, data mining, and model validation related to budgets and profitability.
• Prepare clear financial presentations and analysis for senior management.
• Review financial analysis prepared by other team members and oversee assigned projects.
• Support information requests from auditors and regulators.