ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC
Sr Manager-Finance
ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC, Santa Ana, California, United States, 92725
Overview
What We Do : We are seeking an experienced and strategic Senior Manager of Finance to join our leadership team. This role is critical in driving financial excellence, operational efficiency, and long-term growth. The ideal candidate will have a strong background in corporate finance, financial planning & analysis (FP&A), and team leadership, with the ability to partner cross-functionally and provide insights that shape business strategy. The Senior Manager of Finance will oversee budgeting, forecasting, reporting, commissions management, and financial operations, while ensuring compliance with corporate policies and industry standards. This individual will serve as a trusted advisor to executive leadership and contribute to key strategic initiatives, including advancing the organization’s adoption of AI tools for improved analysis and decision-making. Responsibilities
Financial Planning & Analysis (FP&A): Lead the preparation of annual budgets, quarterly forecasts, and long-term financial models. Strategic Business Partnering: Collaborate with senior leaders to provide financial insights, evaluate investment opportunities, and support strategic decision-making. Ownership of Commissions: Oversee the calculation, validation, and reporting of commission structures, ensuring accuracy, transparency, and compliance. Reporting & Compliance: Ensure timely and accurate preparation of financial reports, management dashboards, and variance analyses. Process Improvement: Drive continuous improvement in financial processes, systems, and reporting tools to enhance efficiency and accuracy. AI & Innovation Leadership: Champion the adoption of AI-driven solutions within finance to streamline processes, enable deeper statistical analysis, and enhance decision-making. Team Leadership: Manage, mentor, and develop a team of finance professionals, fostering a culture of accountability, growth, and collaboration. Risk & Controls: Strengthen internal controls, maintain compliance with corporate policies, and support audit processes. Cross-Functional Collaboration: Partner with operations, sales, HR, and other departments to align financial goals with business objectives. Qualifications
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred. Experience: 10+ years of progressive finance experience, including 3–5 years in a management or leadership role. Strong knowledge of corporate finance, FP&A, accounting principles (GAAP/IFRS), and financial modeling. Proven experience leading budgeting, forecasting, business planning, and commissions management in a complex organization. Familiarity with statistics and data analysis (not required but preferred). Demonstrated ability to influence executive stakeholders and provide data-driven recommendations. Curiosity and enthusiasm for AI tools, with a willingness to implement new technologies and champion their adoption in financial processes. Advanced proficiency with financial systems and tools (e.g., SAP, Oracle, Hyperion, or equivalent) and Excel/Power BI/Tableau. Excellent leadership, communication, and interpersonal skills with a track record of developing high-performing teams. Pay Range:
$126,100 - $170,000 annually. This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. What We Offer
We value individuality and strive to foster an inclusive workplace. First American is an equal opportunity employer in every sense of the term. Note:
The following statements apply to candidates who will be working from an unincorporated area within Los Angeles County where applicable. Equal Opportunity Notice:
First American will consider all qualified applicants, including those with arrest or conviction records, in a manner consistent with state and local laws. Criminal History:
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer, where applicable. Benefits:
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other benefits such as an employee stock purchase plan.
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What We Do : We are seeking an experienced and strategic Senior Manager of Finance to join our leadership team. This role is critical in driving financial excellence, operational efficiency, and long-term growth. The ideal candidate will have a strong background in corporate finance, financial planning & analysis (FP&A), and team leadership, with the ability to partner cross-functionally and provide insights that shape business strategy. The Senior Manager of Finance will oversee budgeting, forecasting, reporting, commissions management, and financial operations, while ensuring compliance with corporate policies and industry standards. This individual will serve as a trusted advisor to executive leadership and contribute to key strategic initiatives, including advancing the organization’s adoption of AI tools for improved analysis and decision-making. Responsibilities
Financial Planning & Analysis (FP&A): Lead the preparation of annual budgets, quarterly forecasts, and long-term financial models. Strategic Business Partnering: Collaborate with senior leaders to provide financial insights, evaluate investment opportunities, and support strategic decision-making. Ownership of Commissions: Oversee the calculation, validation, and reporting of commission structures, ensuring accuracy, transparency, and compliance. Reporting & Compliance: Ensure timely and accurate preparation of financial reports, management dashboards, and variance analyses. Process Improvement: Drive continuous improvement in financial processes, systems, and reporting tools to enhance efficiency and accuracy. AI & Innovation Leadership: Champion the adoption of AI-driven solutions within finance to streamline processes, enable deeper statistical analysis, and enhance decision-making. Team Leadership: Manage, mentor, and develop a team of finance professionals, fostering a culture of accountability, growth, and collaboration. Risk & Controls: Strengthen internal controls, maintain compliance with corporate policies, and support audit processes. Cross-Functional Collaboration: Partner with operations, sales, HR, and other departments to align financial goals with business objectives. Qualifications
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred. Experience: 10+ years of progressive finance experience, including 3–5 years in a management or leadership role. Strong knowledge of corporate finance, FP&A, accounting principles (GAAP/IFRS), and financial modeling. Proven experience leading budgeting, forecasting, business planning, and commissions management in a complex organization. Familiarity with statistics and data analysis (not required but preferred). Demonstrated ability to influence executive stakeholders and provide data-driven recommendations. Curiosity and enthusiasm for AI tools, with a willingness to implement new technologies and champion their adoption in financial processes. Advanced proficiency with financial systems and tools (e.g., SAP, Oracle, Hyperion, or equivalent) and Excel/Power BI/Tableau. Excellent leadership, communication, and interpersonal skills with a track record of developing high-performing teams. Pay Range:
$126,100 - $170,000 annually. This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. What We Offer
We value individuality and strive to foster an inclusive workplace. First American is an equal opportunity employer in every sense of the term. Note:
The following statements apply to candidates who will be working from an unincorporated area within Los Angeles County where applicable. Equal Opportunity Notice:
First American will consider all qualified applicants, including those with arrest or conviction records, in a manner consistent with state and local laws. Criminal History:
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer, where applicable. Benefits:
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other benefits such as an employee stock purchase plan.
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