Wealth Recruitment, LLC
Financial Planning & Analysis Manager
Wealth Recruitment, LLC, Atlanta, Georgia, United States, 30383
The
Financial Planning & Analysis (FP&A) Manager
plays a pivotal role in driving financial insight and shaping strategic decision-making across the organization. You’ll serve as the bridge between financial rigor and business strategy — empowering leaders across departments with the insights, tools, and clarity they need to achieve their goals. As a trusted advisor to senior leadership, you will lead budgeting and forecasting, develop dynamic financial models, and deliver meaningful analysis that fuels company-wide growth and operational excellence. This role is ideal for someone who thrives at the intersection of data, strategy, and collaboration — someone eager to turn numbers into narratives and insight into impact. What You’ll Do
Lead Planning & Forecasting:
Oversee the annual budgeting and forecasting processes, ensuring alignment with strategic priorities and performance goals. Build Financial Models:
Develop, refine, and maintain financial models to forecast performance and support decision-making. Collaborate Cross-Functionally:
Partner with department heads to integrate operational insights into financial plans. Deliver Actionable Reporting:
Prepare monthly, quarterly, and annual financial reports that highlight KPIs, variances, and trends. Drive Insightful Analysis:
Conduct variance and ad-hoc analyses to identify performance drivers and improvement opportunities. Support Strategic Growth:
Evaluate the financial impact of new initiatives — from market expansions to partnerships and product launches. Advise Leadership:
Present results, forecasts, and recommendations clearly and persuasively to senior management and non-finance stakeholders. Champion Process Improvement:
Continuously enhance financial systems, tools, and processes to drive efficiency and accuracy. Lead & Develop Talent:
Manage and mentor a team of analysts, fostering collaboration, accountability, and professional growth. What You Bring
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA/CPA preferred. 6–8+ years of progressive FP&A experience, including team leadership. Deep understanding of financial statements, accounting principles, and modeling best practices. Proficiency with financial software, ERP systems, BI tools, and Excel. Strong analytical, problem-solving, and strategic thinking skills. Exceptional communication and stakeholder management abilities — you can make complex data resonate with any audience. Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities with precision. Salary: $100K - $140K
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Financial Planning & Analysis (FP&A) Manager
plays a pivotal role in driving financial insight and shaping strategic decision-making across the organization. You’ll serve as the bridge between financial rigor and business strategy — empowering leaders across departments with the insights, tools, and clarity they need to achieve their goals. As a trusted advisor to senior leadership, you will lead budgeting and forecasting, develop dynamic financial models, and deliver meaningful analysis that fuels company-wide growth and operational excellence. This role is ideal for someone who thrives at the intersection of data, strategy, and collaboration — someone eager to turn numbers into narratives and insight into impact. What You’ll Do
Lead Planning & Forecasting:
Oversee the annual budgeting and forecasting processes, ensuring alignment with strategic priorities and performance goals. Build Financial Models:
Develop, refine, and maintain financial models to forecast performance and support decision-making. Collaborate Cross-Functionally:
Partner with department heads to integrate operational insights into financial plans. Deliver Actionable Reporting:
Prepare monthly, quarterly, and annual financial reports that highlight KPIs, variances, and trends. Drive Insightful Analysis:
Conduct variance and ad-hoc analyses to identify performance drivers and improvement opportunities. Support Strategic Growth:
Evaluate the financial impact of new initiatives — from market expansions to partnerships and product launches. Advise Leadership:
Present results, forecasts, and recommendations clearly and persuasively to senior management and non-finance stakeholders. Champion Process Improvement:
Continuously enhance financial systems, tools, and processes to drive efficiency and accuracy. Lead & Develop Talent:
Manage and mentor a team of analysts, fostering collaboration, accountability, and professional growth. What You Bring
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA/CPA preferred. 6–8+ years of progressive FP&A experience, including team leadership. Deep understanding of financial statements, accounting principles, and modeling best practices. Proficiency with financial software, ERP systems, BI tools, and Excel. Strong analytical, problem-solving, and strategic thinking skills. Exceptional communication and stakeholder management abilities — you can make complex data resonate with any audience. Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities with precision. Salary: $100K - $140K
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