Senior Financial Planning and Analysis Manager

3 weeks ago

Frisco, Texas, United States Redwood Software Full time
Unlock Your Potential

At Redwood Software, we're committed to unleashing human potential. As our Director, Financial Planning and Analysis, you'll play a crucial role in building a strong financial foundation for our fast-growing company. This highly visible role provides financial leadership to areas of the business, driving all financial processes and providing hands-on financial and analytical support.

This individual will lead near and long-term financial forecasting and reporting activities, including formulating and driving the annual plan, providing insightful top and bottom line analytics, continuously improving processes, identifying areas for cost reduction and cash savings, performing variance analysis, along with other ad-hoc projects. This is a hands-on, in-depth analysis role intended to drive data-based decisions to improve efficiency, productivity, and profitability.

Key Responsibilities
  • Develop and maintain P&L financial models to support decision-making across the organization.
  • Prepare full P&L financial forecasts for the short-term and long-term.
  • Develop and manage the annual budget with cross-functional business partnership to gather relevant inputs.
  • Conduct variance analysis to identify and explain differences between actual and budgeted results.
  • Effectively communicate financial information and insights to various stakeholders, including the CEO and CFO.
  • Prepare and present P&L financial projections as requested by senior management.
  • Implement and present new financial models and reporting on an ad-hoc basis for issues and proposals brought to the attention of Finance.
  • Create, or support creation of, required reports and ad-hoc reporting as needed by various business units.
  • Continually look for reporting automation opportunities and identify key improvement areas for increased team efficiency and effectiveness.
  • Assist with the preparation of Board of Directors materials, including financial presentations and reports.
  • Thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and deadlines.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • Experience working with private equity firms and Enterprise SaaS environment highly preferred.
  • 7+ years of FP&A revenue experience in an Enterprise SaaS environment.
  • Proficient in adeptly transforming complex financial data into insightful presentations.
  • Strong understanding of financial modeling, forecasting, and budgeting.
  • Familiarity with Workday and Google Suite is a plus.
  • Excellent analytical and problem-solving skills.
  • Strong communication and presentation skills.
  • Ability to work independently and as part of a team.
About Redwood Software

Redwood Software is an equal opportunity employer. We prohibit unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws. We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at Redwood Software

  • Financial Planning and Analysis Manager

    3 weeks ago

    Frisco, Texas, United States Keurig Dr Pepper Full time

    This role is a key point of contact for managing financial reporting, forecasting, planning, and analysis activities and requirements for the KDP Direct Store Delivery (DSD) business unit. The successful candidate will bring a cross-disciplinary combination of analytical and critical skills in financial areas to drive cost savings and influence business...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Frisco, Texas, United States Redwood Software Full time

    Financial Planning and Analysis ManagerAt Redwood Software, we empower our customers with cutting-edge automation solutions for their mission-critical business processes. As a Financial Planning and Analysis Manager, you will play a crucial role in building a strong financial foundation for our fast-growing company.This highly visible role provides financial...

  • Financial Planning and Analysis Director

    4 weeks ago

    Frisco, Texas, United States Redwood Software Full time

    Join Our Team as a Financial Planning and Analysis DirectorWe are seeking a highly skilled Financial Planning and Analysis Director to join our team at Redwood Software. As a key member of our FP&A organization, you will play a crucial role in building a strong financial foundation for our fast-growing company.About the RoleThe Director, FP&A position is a...

  • Senior Agency Underwriter

    3 weeks ago

    Frisco, Texas, United States Truist Financial Corporation Full time

    Key Responsibilities:As a Senior Agency Underwriter at Truist Financial Corporation, you will be responsible for providing high-level multifamily commercial real estate mortgage loan and borrower credit analysis, including loan sizing, structuring, underwriting, and recommendations to the Credit Risk Management team.Key Skills:Commercial real estate mortgage...

  • Senior Channel Financial Analyst

    4 weeks ago

    Frisco, Texas, United States Fortinet Full time

    Senior Channel Financial AnalystFortinet is seeking a highly motivated and forward-thinking Senior Channel Financial Analyst to join the WW Sales Finance team. The successful candidate will play a crucial role in ensuring the day-to-day financial health of our Channel business. As part of this group, you'll support Fortinet's growth by applying innovation to...

  • Senior Financial Analyst

    4 weeks ago

    Frisco, Texas, United States Keurig Dr Pepper Inc. Full time

    Senior Financial Analyst - Commercial FinanceKeurig Dr Pepper Inc. is seeking a highly skilled Senior Financial Analyst to join our Commercial Finance team. As a key resource for the Bottler Route-To Market (IPSO/CASO) within KDP, you will play a critical role in managing actuals reporting and analytics.Key Responsibilities:Manage actuals reporting and...

  • Senior Channel Financial Analyst

    4 weeks ago

    Frisco, Texas, United States Fortinet Full time

    Senior Channel Finance AnalystFortinet is seeking a highly motivated and forward-thinking Senior Channel Finance Analyst to join the WW Sales Finance team. As a key member of this group, you will play a crucial role in ensuring the day-to-day financial health of our Channel business.You will support Fortinet's growth by applying innovative financial thinking...

  • Financial Operations Manager

    4 weeks ago

    Frisco, Texas, United States Conifer Revenue Cycle Solutions Full time

    Job SummaryThe Financial Operations Manager assists the Chief Financial Officer (CFO) in overseeing all daily financial operations, including month-end close review, analysis, and action planning, as well as daily key performance indicator monitoring and supply chain and revenue cycle operations oversight. This role is responsible for safeguarding hospital...

  • Financial Operations Manager

    4 weeks ago

    Frisco, Texas, United States Conifer Revenue Cycle Solutions Full time

    Job SummaryThe Financial Operations Manager assists the CFO in all daily financial operations, including month-end close review, analysis, and action planning, daily key performance indicator monitoring, as well as supply chain and revenue cycle operations oversight. The role involves safeguarding hospital assets and ensuring the financial statements,...

  • Licensing Strategy and Analysis Manager

    4 weeks ago

    Frisco, Texas, United States Keurig Dr Pepper Inc. Full time

    Job Title: Manager, Licensing Strategy and AnalysisAt Keurig Dr Pepper, we're committed to making a beverage available for every need, anytime, anywhere. Our vision is to be the leading beverage company in the industry, and we're looking for a talented individual to join our team as a Manager, Licensing Strategy and Analysis.Job Summary:We're seeking a...

  • Senior Manager Trade Pricing and Promotion

    4 weeks ago

    Frisco, Texas, United States Community Coffee Company, LLC Full time

    Job Title: Senior Manager Trade Pricing and PromotionCommunity Coffee Company, LLC is seeking a highly skilled Senior Manager Trade Pricing and Promotion to join our expanding Revenue Growth Management (RGM) team. As a key member of the RGM team, you will play a vital role in evaluating and refining price pack architecture strategy for our range of packaged...

  • Senior Financial Analyst

    4 weeks ago

    Frisco, Texas, United States PrideStaff Full time

    Senior Accountant OpportunityPrideStaff Financial is partnering with a dynamic client in Frisco, Texas, to identify a skilled Senior Accountant to join their growing team. This role offers a unique blend of accounting expertise and leadership potential, making it an attractive opportunity for professionals seeking a long-term career path.Key...

  • Financial Services Representative

    3 weeks ago

    Frisco, Texas, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and branch sales goals as well as customer...

  • Senior Salesforce Lead

    4 weeks ago

    Frisco, Texas, United States Software Guidance and Assistance, Inc. Full time

    Contract OpportunityWe are seeking a Senior Salesforce Lead to join our team at Software Guidance & Assistance, Inc. for a contract assignment with a premier banking client in Frisco, TX. The ideal candidate will have experience in Financial Services Cloud, Sales Cloud, and Service Cloud, as well as expertise in nCino. The role will involve working on a new...

  • Senior Business Analyst

    4 weeks ago

    Frisco, Texas, United States Dillon Morgan Consulting Inc Full time

    Senior Business AnalystDillon Morgan Consulting Inc is a management consulting firm that helps companies optimize their performance and drive growth. We are seeking a seasoned Senior Business Analyst to join our team.Key Responsibilities:Conduct in-depth analysis of client businesses to identify areas for improvement and growth.Collaborate with clients and...

  • Associate Financial Planner

    3 weeks ago

    Frisco, Texas, United States Cain Watters & Associates Full time

    Job SummaryThe Associate Financial Planner will support the Planning Team with all aspects of the client relationship and implementation of the client's financial plan. This includes management of both internal and external workflows.Key ResponsibilitiesClient Relationship Management: Assist the Financial Planner with planning opportunities for the client,...

  • Senior Credit Risk Analyst

    3 weeks ago

    Frisco, Texas, United States T-Mobile Full time

    Job SummaryWe are seeking a highly skilled Senior Credit Risk Analyst to join our Credit Risk Management team at T-Mobile. As a Senior Credit Risk Analyst, you will play a critical role in identifying new credit segmentation opportunities using statistical methods, leading to enhancements to our credit decision process and policies, collections strategies,...

  • Senior Business Analyst

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    Job Title: Senior Business Analyst - Charles River IMSWe are seeking a highly skilled Senior Business Analyst to join our team in supporting the Charles River IMS system. The ideal candidate will have strong experience in business analysis, process improvement, and technical skills in Charles River IMS.Key Responsibilities:Perform business analysis to...

  • Capital Manager

    4 weeks ago

    Frisco, Texas, United States Analytic Recruiting Inc. Full time

    Capital Manager Job DescriptionA leading financial institution is seeking a skilled Capital Manager to join their team and contribute to their growth initiatives. The ideal candidate will have expertise in capital management, forecasting, and regulatory reporting.Key Responsibilities:Oversee the regulatory documentation process and ensure compliance with...

  • Caregiver - Senior Care Specialist

    4 weeks ago

    Frisco, Texas, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at Sunrise Senior Living. As a Care Manager, you will be responsible for providing high-quality care and services to our residents in our assisted living and reminiscence neighborhoods.Key ResponsibilitiesBuild meaningful relationships with our residents and their families,...