Senior Manager, FP&A

Alliance Resource Group; Pasadena (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial modeling

Forecasting

Budgeting

Executive presentations

Excel

Financial reporting

Education

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

Tools

Adaptive Planning

Anaplan

Oracle

Hyperion

Job description

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

• 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