Strategic FP&A Manager

Socket.dev; Newport Beach (CA); Hybrid; USD 115,000 - 155,000; Full time

Job summary

Preferred Travel Group is seeking a strategic Manager, Financial Planning & Analysis to guide forecasting, reporting, and performance analysis. The role drives decision making across the organization with trusted financial insights and proactive process improvements.

You’ll collaborate with executives and department leaders to translate complex data into actionable recommendations, shaping the financial direction of the group and supporting long-term growth.

Qualifications

• Advanced Excel skills required and able to learn other software as needed.
• Experience in financial statement analysis and understanding of U.S. GAAP.
• Excellent communication and presentation skills to translate data into insights.

Responsibilities

• Oversee annual budget and quarterly rolling forecast processes.
• Prepare month-end reporting and variance analyses explaining performance.
• Lead presentations for Board meetings and leadership forums.
• Collaborate with departments to provide timely financial insights.
• Support ad hoc modeling, analyses, and special projects.
• Develop and maintain financial reporting dashboards using data tools.

Skills

Advanced Excel

Power BI

Financial analysis

Communication skills

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Power BI

Job description

Preferred Travel Group is seeking a strategic Manager, Financial Planning & Analysis to guide forecasting, reporting, and performance analysis. The role drives decision making across the organization with trusted financial insights and proactive process improvements.

You’ll collaborate with executives and department leaders to translate complex data into actionable recommendations, shaping the financial direction of the group and supporting long-term growth.