Senior Manager, FP&A

Alliance Resource Group; Pasadena (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Alliance Resource Group is seeking a highly analytical FP&A Manager to support financial planning and strategic decision-making. The role involves leading budgeting processes, developing financial models, and delivering insights to senior management.

The ideal candidate will have over 7 years of experience in financial planning, advanced modeling skills, and a Bachelor's degree in Finance or related fields. Knowledge of Fund Transfer Pricing is a plus. The position is located in Pasadena, California.

Qualifications

• 7+ years of experience in Financial Planning & Analysis or Corporate Finance.
• Experience within financial services, including banking or fintech.
• Advanced proficiency in financial reporting tools.

Responsibilities

• Lead budgeting and forecasting processes.
• Develop financial models for strategic initiatives.
• Analyze financial results and communicate insights.

Skills

Financial modeling

Budgeting

Analytical skills

Communication

Stakeholder management

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

Adaptive Planning

Anaplan

Oracle

Hyperion

Job description

We are seeking a highly analytical and business-oriented FP&A Manager to support financial planning, forecasting, strategic decision-making, and performance management across the organization. The ideal candidate will have experience in corporate FP&A and/or strategic planning within a financial services environment and possess strong financial modeling, business partnering, and executive presentation skills. Experience with Fund Transfer Pricing (FTP) models is preferred. This role will partner closely with senior leadership, business line leaders, Treasury, Accounting, and Risk teams to provide actionable insights that drive profitability, growth, and operational efficiency.

Key Responsibilities

• Lead the 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 key performance indicators (KPIs)
• Collaborate with Treasury and Finance teams on balance sheet management and profitability analysis
• Support and maintain Fund Transfer Pricing (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

Qualifications Required

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field
• 7+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Planning, or related financial analysis roles
• Experience within a financial services organization, including banking, credit unions, wealth management, fintech, specialty finance, or other regulated financial institution
• Strong financial modeling, forecasting, budgeting, and analytical skill
• Advanced proficiency in Excel and financial reporting tools
• Experience developing executive‑level presentations and communicating financial insights to leadership
• Strong business acumen and ability to translate financial data into strategic recommendations
• Excellent communication, presentation, and stakeholder management skills

Preferred

• Experience with Fund Transfer Pricing (FTP) models, methodologies, and profitability reporting
• Experience supporting Treasury, Asset Liability Management (ALM), or balance sheet analytics
• MBA, CFA, CPA, or other relevant professional certification
• Experience with FP&A platforms such as Adaptive Planning, Anaplan, Oracle, Hyperion, or similar planning systems
• Knowledge of financial institution performance metrics, profitability drivers, and regulatory consideration