Lead Financial Planning and Analysis Manager

1 week ago

Oakland, California, United States Oakland Housing Authority Full time
Job Overview

Senior Financial Planning and Analysis Manager

Salary: $161, $187,487.30 / Annually (Depending on Experience)

Position Summary

Under the guidance of the Director of Finance, the Senior Manager of Financial Planning and Analysis is tasked with overseeing financial strategy, reporting, forecasting, and comprehensive analysis. This role involves assisting in the preparation of quarterly financial statements, board presentations, and the implementation of financial systems. The Senior Manager will collaborate closely with department leaders to produce high-quality, detailed narratives that explain significant variances compared to previous years, budgets, and forecasts, emphasizing key trends and critical drivers. Additionally, this position provides direct support to the Director of Finance and contributes to the overall management of the department.

Key Responsibilities

  • Support the Director of Finance in managing department staff, operations, and service quality.
  • Analyze financial and operational outcomes to enhance organizational performance, including the development of reporting dashboards for business reviews.
  • Oversee the budgeting, forecasting, and strategic planning processes.
  • Evaluate actual performance against budget/forecast and prior year results.
  • Conduct trend analysis and consolidate forecasts across all departments.
  • Innovate and refine processes related to financial planning and reporting.
  • Create metrics to monitor team-specific and organization-wide trends, identify opportunities, and provide actionable recommendations.
  • Enhance FP&A data, models, and processes to improve forecasting accuracy and minimize errors.
  • Develop standardized reports for high-quality executive and board communications.
  • Perform ad-hoc analyses to support management decision-making.
  • Lead the preparation and review of monthly, quarterly, and annual financial reports.
  • Conduct monthly variance analyses for all departments.
  • Manage significant projects as assigned by the Director of Finance.
  • Oversee financial systems, including maintenance and upgrades as necessary.
  • Mentor and develop a team of financial analysts.

Additional Responsibilities

May include attending evening meetings and undertaking special projects as required.

Qualifications

A Bachelor's degree in Accounting or Finance; seven (7) years of progressively responsible analytical experience, including financial management, accounting, and financial reporting, preferably in a public agency or governmental context. A minimum of three (3) years in a supervisory role is required.

A Master's degree in Accounting, Finance, or a related field is advantageous.

Must possess and maintain a valid driver's license and an insurable driving record.

Bilingual proficiency in Mandarin, Cantonese, Vietnamese, and/or Spanish is a plus.

Equivalent combinations of education, training, and experience will be considered.

Knowledge and Skills

Knowledge of: Financial management principles and practices; government financial analysis; accounting procedures; financial control and reporting; cost accounting principles; internal control and audit practices; relevant federal, state, and local laws and regulations; computer-based accounting systems; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards Board (GASB) regulations.

Ability to: Analyze complex financial issues; prepare financial reports and statements; interpret laws and regulations related to government financial programs; demonstrate effective leadership; supervise, train, and evaluate staff; maintain accurate records; utilize technology effectively; communicate clearly both orally and in writing; establish and maintain effective working relationships with various stakeholders.

Application Process

Interested candidates should complete an employment application online.

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