Talent.com
Senior Manager, Financial Planning & Analysis (FP&A)

Senior Manager, Financial Planning & Analysis (FP&A)

Monet BankPlano, TX, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Summary :

The Senior Manager, FP&A will be responsible for leading the company’s financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements.

Essential Duties and Responsibilities :

Strategic Leadership

  • Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready.
  • Partner with leadership to guide decision-making through data-driven financial insights.
  • Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness.

Planning & Forecasting

  • Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models.
  • Develop scenario analyses, sensitivity testing, and investor-ready financial projections.
  • Ensure alignment of business unit forecasts with corporate objectives.
  • Financial Reporting

  • Establish robust internal management reporting processes and KPIs.
  • Prepare board-level financial materials, investor-ready presentations reporting.
  • Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles.
  • Investor Readiness

  • Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors.
  • Drive improvements in financial systems, controls, and processes to meet investor-ready standards.
  • Lead the development of investor-grade reporting and communication practices.
  • Team Leadership

  • Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises.
  • Foster cross-functional collaboration with various departments throughout the organization.
  • Qualifications (Education, Computer Skills, Certifications, etc.) :

  • Bachelor’s degree in Finance or a related field
  • CFA preferred.
  • Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles.
  • Banking or financial service experience preferred.
  • Proven track record supporting investor readiness or operating in a public company environment.
  • Advanced Excel, financial modeling, and presentation skills.
  • High attention to detail with the ability to manage multiple priorities under varying deadlines.
  • Excellent communication and leadership skills with a professional, positive attitude and demeanor.
  • Benefits options include :

  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays
  • Accrue up to 17 vacation / sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus
  • No relocation assistance provided.

    If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

    Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

    All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links : FMLA EEO EPPA

    Notice to California Residents : Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

    Create a job alert for this search

    Manager Financial Planning • Plano, TX, US

    Related jobs
    • Promoted
    Senior Manager, FP&A (Plasma / Biologics)

    Senior Manager, FP&A (Plasma / Biologics)

    MCKESSONIrving, TX, United States
    Full-time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...Show moreLast updated: 1 day ago
    • Promoted
    Senior Financial Planning Analyst

    Senior Financial Planning Analyst

    CompuGroup MedicalRichardson, TX, United States
    Full-time
    Create the future of e-health together with us by becoming a Senior Financial Planning Analyst.At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst, Financial Planning and Analysis

    Senior Analyst, Financial Planning and Analysis

    Mizzen+MainDallas, TX, United States
    Full-time
    At Mizzen+Main, we believe what we wear to work reflects what we think of work.We think it's a place of joy, collaboration, discipline, laughter,the ups and downs, and everything in between all of ...Show moreLast updated: 2 days ago
    • Promoted
    Associate Analyst - FP&A

    Associate Analyst - FP&A

    Energy TransferDallas, TX, United States
    Full-time
    The Senior Analyst - FP&A is responsible for tracking financial performance of Maintenance Capital expense, forecasting, and variance analysis. Assists and supports short and long-term Maintenance C...Show moreLast updated: 1 day ago
    • Promoted
    Senior FP&A Manager

    Senior FP&A Manager

    Korn Ferry Executive SearchFlower Mound, TX, United States
    Full-time
    Korn Ferry has partnered with our client on their search for a Senior FP&A Manager.A fast-growing multi-entity organization in the logistics and technology-enabled services sector is building out i...Show moreLast updated: 1 day ago
    • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    Overhead DoorLewisville, TX, United States
    Full-time
    Join Overhead Door Corporation's Finance team as our next FP&A Manager.As the market leader in the door industry, we're seeking a strategic and results-driven professional with a hands-on approach ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Financial Planning and Analysis

    Senior Financial Planning and Analysis

    Westwood Holdings GroupDallas, TX, United States
    Full-time
    NYSE : WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to insti...Show moreLast updated: 2 days ago
    • Promoted
    Senior Financial Analyst, FP&A - OTC / CPG

    Senior Financial Analyst, FP&A - OTC / CPG

    McKessonIrving, TX, United States
    Full-time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...Show moreLast updated: 30+ days ago
    Senior Manager - Financial Reporting

    Senior Manager - Financial Reporting

    TIAAUSA, Texas, Frisco
    Full-time
    TIAA's Corporate Controller group is looking for a Senior Manager for the Statutory Financial Reporting team.The Statutory Financial Reporting Team is responsible for regulatory and analytical repo...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Financial Analyst, FP&A - OTC / CPG

    Senior Financial Analyst, FP&A - OTC / CPG

    MCKESSONIrving, TX, United States
    Full-time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...Show moreLast updated: 30+ days ago
    • Promoted
    Finance Manager - FP&A

    Finance Manager - FP&A

    BrinksCoppell, TX, US
    Full-time
    The Brink's Company (NYSE : BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, re...Show moreLast updated: 30+ days ago
    • Promoted
    FP&A Manager

    FP&A Manager

    Buff City SoapDallas, TX, US
    Full-time
    Buff City Soap is looking for talented individuals to join our Finance team to own financial planning and analysis.The Manager of FP&A will report directly to the CFO and actively partner with ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior, Financial Planning & Analysis Associate

    Senior, Financial Planning & Analysis Associate

    Symbiotic Corp.Dallas, TX, United States
    Full-time
    As the manager responsible for the team in this role, your key responsibilities will include : .Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key ...Show moreLast updated: 2 days ago
    • Promoted
    FP&A Manager

    FP&A Manager

    BBG, INC.Dallas, TX, US
    Full-time
    Cleanse, consolidate, and analyze data to generate actionable insights.Prepare weekly flash and 13-week cash flow forecast. Deliver monthly and quarterly performance reporting, including variance an...Show moreLast updated: 30+ days ago
    • Promoted
    Manager of Financial Planning and Analysis

    Manager of Financial Planning and Analysis

    Jackson WalkerDallas, TX, US
    Full-time
    Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.Manager of Financial Planning and Analysis. Jackson Walker, the largest law firm in...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    The Slate GroupDallas, TX, United States
    Full-time
    We are seeking a dynamic and experienced professional to lead our Financial Planning & Analysis (FP&A) team as a Manager. The Manager will be responsible for overseeing all aspects of financial plan...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Senior FP&A Analyst

    Senior FP&A Analyst

    Westwood Professional ServicesPlano, TX, United States
    Full-time
    Westwood Professional Services, Inc.The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable data-driven decision-making.This ...Show moreLast updated: 11 hours ago
    • Promoted
    Sr FP&A Analyst

    Sr FP&A Analyst

    APEX Service PartnersIrving, TX, United States
    Full-time
    Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing ...Show moreLast updated: 1 day ago