Manager, Financial Planning
3 weeks ago
Job Overview:  The Manager, Financial Planning and Analysis is a pivotal role within the Finance team, we are seeking a dynamic and proactive Manager of Financial Planning & Analysis. This position demands a blend of ambition, independence, and collaboration, offering the unique opportunity to work both autonomously and alongside our leadership team to drive the company's financial and business objectives. With responsibilities that span both routine tasks and project-driven initiatives, this role promises extensive exposure to senior departmental and company leaders, setting the stage for significant impact and professional growth.  Compensation: $130K-$150K +10% bonus  FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.  Job Responsibilities: include the following. Other duties may be assigned. Lead annual and long-range financial planning, including analysis, projections, and detailed modeling, while ensuring accurate and timely execution. Collaborate closely with department leaders and support planning process and monthly financial reporting with clear communication of key data. Conduct quarterly financial forecasts, analyze business trends, and provide strategic insights to the leadership team. Engage in ad-hoc analyses to identify risks and opportunities and support decision-making processes. Structuring, reporting, and consolidating departmental P&Ls with an emphasis on financial integrity and accuracy. Due diligence of M&A targets & onboarding of acquired assets Lead the development and implementation of dashboards and KPIs, tailored to drive business performance monitoring, enable data-driven decision-making, and align with overarching organizational goals and strategies Comprehensive evaluation of systems and software driving continuous improvement and technology innovation Analyze client contracts to quantify financial impacts and billing procedures. Support Sales through contract negotiation, onboarding & commission calculations. Compensation analysis and bonus planning, calculation and accrual for all layers of management. Monitor & assist in managing the workforce through providing detailed insights into headcount, payroll, taxes & benefits. Innovate budgeting, forecasting, and financial modeling processes to increase efficiency. Mentor and train analysts & GL team on financial documentation and analysis techniques. Execute specialized analyses for projects, such as formulating pricing strategies, assessing bonus programs, and synthesizing operational metrics for executive review. Ensure efficient aggregation of data for high-impact executive briefings. Conduct evaluations on long-term initiatives to inform resource allocation and investment decisions. Enhance forecast precision and introduce innovative reporting methodologies to bolster executive strategic planning and organizational insight. Support corporate controller through external and internal audits, sampling, and testing  Skills & Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. High degree of business acumen and analytical and problem-solving skills. Must be able to synthesize information into actionable recommendations and analyses. Experience in managing the P&L of a large revenue business unit, with a strong understanding of financial forecasting, operating plans, and strategic initiatives that drive operational efficiency and financial growth. Ability to serve as a financial partner to the executive team and various department leaders, supporting strategic decision-making. Proficiency in financial modeling, variance analysis, and transforming large datasets into actionable insights. Demonstrated leadership in managing and developing a team, with a focus on retention, development, and team building. High sense of urgency and the ability to juggle many projects simultaneously. Strong computer skills, including use of Excel and PowerPoint. Excellent oral and written communication skills.  Education & Experience: Five years of Corporate Finance/Accounting experience. Bachelor’s degree or equivalent in Finance, Economics, Accounting or similar field. MBA preferred  Supervisory: One direct report: Senior Financial Analyst; team will scale with overall business growth  Physical Requirements & Working Environment: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift 25lbs. Must be able to sit for extended periods of time. Must have finger dexterity for typing/using a keyboard.  Tools & Equipment Used: General office equipment  What We Offer:  Medical, dental, and vision plans (full time and part time 30+ hours) Part time 20+ hours qualify for dental and vision 401K match Time off including vacation, sick, and company paid holidays Pet insurance available Verizon discount Tuition reimbursement Legal services Free emotional wellbeing and daily life assistance support for all associates Domestic partner coverage Health savings account Flexible spending account  About Us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.  Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.  Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.  FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.  Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.  Â
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