Senior Manager, FP&A

A Place for Mom, Inc.; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Paid Time Off

Bonus: 20% of annual earnings

Job summary

A Place for Mom is seeking a Senior Manager, Financial Planning & Analysis to own budgeting, forecasting, modeling, and management reporting. This role blends strong business partnership with hands-on execution to drive efficiency and accuracy across the organization.

The ideal candidate has 3+ years FP&A experience, a track record of improving processes, advanced Excel/PowerPoint skills, and comfort with BI and AI tools.

Qualifications

• 3+ years of FP&A experience
• Experience in a public company or large private company with budgeting, forecasting, and reporting processes
• Strong interpersonal and collaboration skills
• Proven track record of improving financial processes, models, or reporting capabilities
• Advanced proficiency in Excel and PowerPoint
• Experience with business intelligence tools and data platforms; interest in AI and automation tools
• Resourceful, creative problem-solver able to balance short-term needs with sustainable improvements
• Independence and ability to drive priorities and communicate progress clearly
• Excellent verbal and written communication with nonfinancial audiences
• Willingness to work from the NYC office two days per week

Responsibilities

• Manage annual budgeting and monthly forecasting for assigned areas and maintain financial models
• Partner with department leaders to understand drivers, evaluate performance, and identify risks/opportunities
• Analyze KPIs, trends, and variances; translate into insights and recommendations
• Prepare weekly, monthly, and quarterly management and external reporting
• Own financial models, data flows, and reporting processes; identify inefficiencies and implement improvements
• Collaborate with operations to surface actionable insights and improve business outcomes
• Challenge existing approaches and develop simpler, more transparent methods
• Utilize BI tools and explore AI/automation to enhance analysis and reporting
• Independent prioritization with proactive progress updates and escalation when needed
• Deliver ad hoc analyses and support broader planning initiatives

Education

Bachelor’s degree in Accounting or Finance

CPA preferred

Tools

BI Tools

Data Platforms

Job description

A Place for Mom is seeking a Senior Manager, Financial Planning & Analysis to own key components of the Company’s budgeting, forecasting, financial modeling, and management reporting processes.

This role combines strong business partnership with a hands-on approach to constantly drive improvement and efficiencies across the entire organization. The ideal candidate brings experience with established financial reporting infrastructure and enjoys bringing structure to complex data, strengthening processes, and developing creative, practical solutions. We are looking for a collaborative, resourceful professional who works independently, takes ownership, and proactively raises risks, challenges, and decisions that require support.

Key Responsibilities

Manage annual budgeting and monthly forecasting for assigned business areas, including developing and maintaining supporting financial models.

Partner with departmental leaders to understand business drivers, evaluate performance, and identify financial risks and opportunities.

Analyze key performance indicators, trends, and budget-to-actual variances, translating findings into clear insights and recommendations.

Prepare accurate and timely weekly, monthly, and quarterly reporting for management, and support internal and external reporting requirements.

Take ownership of financial models, data flows, and reporting processes, identifying root causes of inefficiencies, and implementing sustainable solutions.

Collaborate closely with operational teams to surface actionable insights and drive improved business outcomes through analytics.

Challenge existing approaches constructively and develop creative, practical ways to simplify work and improve business visibility.

Utilize business intelligence tools and explore appropriate applications of AI and automation to improve analysis and reporting.

Independently manage priorities and deliverables while communicating progress, flagging issues early, and seeking support when needed.

Deliver ad hoc analyses and support broader planning initiatives and evolving business needs.

Qualifications

3+ years of Financial Planning & Analysis experience

Experience in a public company or a large, complex private company with established budgeting, forecasting, and management reporting processes preferred.

Strong interpersonal and collaboration skills.

Proven track record of improving financial processes, models, or reporting capabilities, with measurable gains in accuracy, efficiency, or usability.

Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel and PowerPoint.

Experience working with business intelligence tools and data platforms; interest in or experience with AI and automation tools.

Resourceful, creative approach to problem-solving, with the judgment to balance immediate needs with sustainable improvements.

Strong interpersonal skills and a collaborative mindset, including a willingness to share knowledge and support team priorities.

Ability to work independently, take initiative, and recognize when to elevate issues, challenge assumptions, or ask for help.

Strong organizational skills, attention to detail, and commitment to accuracy.

Excellent verbal and written communication skills, including the ability to explain complex financial information clearly to nonfinancial audiences.

Ability to work from the NYC office two days per week for team collaboration preferred.

Education Requirements

Bachelor’s degree in Accounting or Finance required.

CPA preferred, but not required.

Additional Information:

Bonus: 20% of annual earnings

Health insurance

Vision insurance

Paid Time Off

About A Place for Mom

A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies.

Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other.

We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference.

Our employees live the company values every day:

Mission Over Me

We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy.

Do Hard Things

We are energized by solving challenging problems and see it as an opportunity to grow.

Drive Outcomes as a Team

We each own the outcome but can only achieve it as a team.

Win The Right Way

We see organizational integrity as the foundation for how we operate.

Embrace Change

We innovate and constantly evolve.

Additional Information:

All your information will be kept confidential according to EEO guidelines.

A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify .