Senior Manager, FP&A

aplaceformom.com; New York (NY); Hybrid; USD 135,000 - 155,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Paid Time Off

Job summary

A Place for Mom is seeking a Senior Manager, Financial Planning & Analysis to own budgeting, forecasting, financial modeling, and management reporting. The role emphasizes partnership with leaders and hands-on process improvement across the organization.

The ideal candidate will bring established FP&A experience, strong Excel and PowerPoint skills, and the ability to translate complex data into actionable insights. NYC- hybrid work arrangement is expected.

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.

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.

Skills

Financial planning & analysis

Budgeting

Forecasting

Data analysis

Communication

Collaboration

Education

Bachelor’s degree in Accounting or Finance

CPA

Tools

Microsoft Excel

PowerPoint

Business intelligence tools

AI/Automation tools

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:

• Compensation Base Salary: $135,000 - 155,000
• Bonus: 20% of annual earnings

Benefits:

• 401(k) plus match
• Dental insurance
• 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:

A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview.

If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission.

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 http://www.dhs.gov/E-Verify.