Sr. Manager, Financial Planning & Analysis

Veritas Search Group; San Clemente (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Veritas Search Group is seeking a Senior Manager, FP&A to lead strategic planning, forecasting, and modeling across multiple entities. You will partner with senior leaders to improve visibility and drive data-driven decisions.

The role emphasizes forward-looking planning, dashboards, and business analysis, with hands-on finance oversight and mentoring for the team, in a lean, fast-moving environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in FP&A, financial analysis, business analytics, or similar finance environment.
• Strong financial modeling, forecasting, budgeting, and scenario-planning capabilities.
• Advanced Excel/spreadsheet skills with experience using dashboarding or business intelligence tools.
• Strong understanding of cash flow, financial reporting, and data quality.

Responsibilities

• Build and maintain financial forecasts, budgets, and long-range planning models across multiple entities.
• Develop financial models supporting investments, capital allocation, business initiatives, pricing, unit economics, and scenario analysis.
• Create and maintain dashboards and reporting tools that provide leadership with visibility into financial performance, cash flow, liquidity, and key business drivers.
• Analyze financial results, identify trends and variances, and clearly explain underlying drivers.
• Review financial schedules and reporting for accuracy and help identify errors before information reaches senior leadership.
• Consolidate financial information across multiple businesses or entities to create an enterprise-wide financial view.
• Prepare monthly and quarterly reporting packages, investment analyses, presentations, and executive-level recommendations.
• Partner with business leaders on financial planning and analysis supporting growth and strategic decision-making.
• Identify opportunities to improve reporting and modeling through AI, automation, and more efficient financial workflows.
• Support and potentially mentor finance and accounting team members as the organization grows.

Skills

Financial modeling

Forecasting

Budgeting

Scenario analysis

Dashboarding / BI tools

Excel advanced

Data quality

Communication

Leadership / mentoring

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Dashboard/BI tools

Job description

This role requires candidates who are currently authorized to work in the U.S. without sponsorship, and C2C arrangements are not accepted. This role is onsite in San Clemente, CA.

Position Overview

We are seeking a Senior Manager, Financial Planning & Analysis (FP&A) to provide strategic financial analysis, forecasting, modeling, and reporting across a multi-entity organization. This newly created role will partner closely with senior leadership to improve financial visibility, strengthen decision-making, and build scalable financial planning and reporting processes.

The ideal candidate is a highly analytical, hands-on finance professional who can move comfortably between detailed financial analysis and executive-level recommendations. The position is primarily focused on forward-looking planning, modeling, dashboards, and business analysis, while also providing enough financial and accounting oversight to identify inconsistencies and improve data quality.

Key Responsibilities

• Build and maintain financial forecasts, budgets, and long-range planning models across multiple entities.
• Develop financial models supporting investments, capital allocation, business initiatives, pricing, unit economics, and scenario analysis.
• Create and maintain dashboards and reporting tools that provide leadership with visibility into financial performance, cash flow, liquidity, and key business drivers.
• Analyze financial results, identify trends and variances, and clearly explain underlying drivers.
• Review financial schedules and reporting for accuracy and help identify errors before information reaches senior leadership.
• Consolidate financial information across multiple businesses or entities to create a clear enterprise-wide financial view.
• Prepare monthly and quarterly reporting packages, investment analyses, presentations, and executive-level recommendations.
• Partner with business leaders on financial planning and analysis supporting growth and strategic decision-making.
• Identify opportunities to improve reporting and modeling through AI, automation, and more efficient financial workflows.
• Support and potentially mentor finance and accounting team members as the organization continues to grow.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in FP&A, financial analysis, business analytics, or a similar finance environment.
• Strong financial modeling, forecasting, budgeting, and scenario-planning capabilities.
• Advanced Excel/spreadsheet skills with experience using dashboarding or business intelligence tools.
• Strong understanding of cash flow, financial reporting, and financial data quality.
• Ability to interpret complex financial information and translate it into concise, actionable recommendations.
• Experience working across multiple business units, legal entities, portfolio companies, holding companies, or similar environments is highly desirable.
• Comfortable working in a lean, entrepreneurial environment where priorities may shift and individuals are expected to be both strategic and hands-on.
• Interest in using AI and automation to improve financial planning, reporting, and analysis.
• Strong communication, judgment, attention to detail, and discretion.

Ideal Candidate

The strongest candidate will combine FP&A expertise with strong business judgment and enough accounting knowledge to recognize financial inconsistencies or errors. This is not primarily an accounting position; the role is heavily focused on planning, modeling, analysis, and strategy.

The position is best suited for someone who is analytical, intellectually curious, hands-on, adaptable, and capable of growing into broader financial leadership responsibilities over time.