Financial Planning Manager

4 days ago

Irvine, California, United States FirstService Residential Full time
Job Title: Financial Planning Manager

FirstService Residential is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for leading the development and implementation of financial planning and analysis processes, ensuring accurate and timely execution of financial plans and forecasts.

Key Responsibilities:
  • Lead the annual and long-range financial planning process, including analysis, projections, and detailed modeling.
  • 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.
  • 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.
Requirements:
  • 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.

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