Financial Planning Manager

1 week ago


Sacramento, California, United States Optomi Full time

Optomi in partnership with a business management consulting and professional services network is seeking a financial planning manager to join their team.


What the right candidate will enjoy:

  • Working in a long-term contract with a dynamic team
  • Tons of new initiatives across multiple different teams
  • Major career growth opportunities


Experience of the right candidate:

  • Experience with Jira Align for project status, Tempo Timesheet, Confluence, and knowledge of Atlassian Suite.
  • Experience with project financials, budget planning, and financial forecasting.
  • Experience helping the PM team with forecasting and internal reporting.
  • Experience reporting financials in whatever tool and knows of Atlassian Suite.


Responsibilities of the right candidate:

  • Budget Planning and Allocation - Develop and allocate overspend/underspend for teams/OKRs as enabled by the Jira and Tempo tracking tools.
  • Strategic Budget Support - Support cross-cutting budgeting conversations with actionable insights and information based on the information in Jira, Jira Align, and other data sources.
  • Expense Tracking - Utilize Tempo Timesheet in JIRA to monitor and record all project-related expenses accurately.
  • Financial Reporting - Generate detailed financial reports using data from Tempo to assess spending patterns and budget utilization.
  • Cost Analysis - Conduct regular cost analysis to identify financial discrepancies and areas where efficiency can be improved.
  • Forecasting - Predict future financial needs based on historical spending data and project timelines.
  • Stakeholder Communication - Communicate budget statuses and financial insights effectively with project stakeholders.
  • Compliance and Auditing - Ensure adherence to financial policies and regulations, and prepare for internal and external audits.
  • Tool Optimization - Maximize the functionalities of Jira and Tempo Timesheet to enhance financial management and tracking.


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