Senior Financial Planning and Analysis Manager

6 days ago


West Des Moines, Iowa, United States Watercress Financial Group LLC Full time
About Watercress Financial Group LLC

We are a financial technology lender with a small office work environment, offering an opportunity for the right individual to make a difference.

Job Summary:

This position is responsible for maintaining our monthly and annual reporting, variance and budget analysis, consolidated chart of accounts, intercompany consolidation and annual license renewals. As our seasoned financial accountant, you will provide instruction and mentoring to the accounting operations team, helping with reconciliation, process planning, and enhancing procedures. You will work directly with senior managers every day, analyzing financial performance, interpreting KPIs, and providing oversight for internal controls, audits, exams and company licenses.

Key Responsibilities:

  • Maintain accurate and timely financial reports, reconciliations, and variance analysis
  • Assist in maintenance of general ledger and standard entries for loan accounting
  • Develop and maintain executive and department reporting dashboards
  • Determine and track business non-financial key performance indicators and maintain a financial planning model
  • Provide budget analysis, periodic growth and losses forecasts, and forecast curves
  • Oversee the annual filing calendar, procedures, and digital document repository
  • Collaborate with auditors and examiners to deliver annual and quarterly license reporting

Requirements and Qualifications:

  • Certified Public Accountant (CPA) or MBA with experience in loan system financial reporting, expert with MS Excel
  • 10+ years as a CPA, financial reporting, or financial planning and analysis professional
  • 2+ years' experience preparing or auditing financial statements for a lending business
  • Experience with financial industry accounting concepts such as ASC 310 and CECL / ALLL, right of use, loan accrual accounting, loan sales, consolidation, and finance PV, rate and term functions

Competitive Salary Range: $120,000 - $160,000 per year, depending on qualifications and experience. We offer a dynamic work environment, opportunities for growth and development, and a chance to make a meaningful impact in the financial technology industry.



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