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Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Boston StaffingBoston, MA, US
1 day ago
Job type
  • Full-time
Job description

Financial Planning & Analysis Manager

We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.

Responsibilities :

  • Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.
  • Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.
  • Prepare journal entries to align the company's tax basis P& L with the management basis P& L.
  • Perform detailed financial analyses and respond to ad hoc requests from senior leadership.
  • Provide financial support and insights to capital markets business units, working closely with their finance teams.
  • Analyze real-time and anticipated changes in the business to refine long-term strategic plans.
  • Maintain accurate and up-to-date management basis profit and loss statements.
  • Collaborate with cross-functional teams to enhance financial processes and reporting.
  • Assist in identifying opportunities for operational improvements and cost efficiencies.
  • Support the development of presentations and reports for senior management and stakeholders.

Requirements :

  • Bachelor degree with good academics, MBA MSF a + + 5-10+ FP& A role. Budgets, plans, forecasts, projects, acctg adjustments
  • At least some exp managing / mentoring.
  • Business unit FP& A type experience is helpful.
  • Ideal Tools : Excel, Anaplan, PowerBI, Tableau
  • Open on industry but something similar is helpful.
  • Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

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    Financial Planning Manager • Boston, MA, US