FP&A Manager

3 weeks ago

Newport Beach, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in the process of expanding our team and seeking a Financial Planning & Analysis (FP& A) Manager in the import/export industry, based in Newport Beach, California. This role involves maintaining and processing customer applications, updating records, and resolving inquiries. Your role will also include monitoring customer accounts and taking appropriate actions when necessary.

Responsibilities:

• Validate and integrate data, ensuring accuracy and adherence to reporting standards.
• Regularly generate sales reports, including daily scorecards, weekly quality reports, and executive summaries.
• Maintain accurate financial models and collaborate with Accounting to validate weekly P& L.
• Manage weekly standard commissions, captain bonuses, and inventory charges while maintaining clear communication and up-to-date records.
• Execute and explain changes in commission and compensation, ensuring legal and accounting compliance.
• Handle invoice creation and payment validation, resolve disputes, and communicate with clients as necessary.
• Develop a comprehensive understanding of the entire campaign ecosystem, including sales processes and data management.
• Independently analyze and execute tasks related to the campaign, handle complex data sets, and generate insightful reports.
• Monitor sales reports regularly, identify trends, and report findings to key decision-makers.
• Develop strategies for sales growth and campaign improvements, identifying areas for optimization and proposing new initiatives.
• Establish yourself as a reliable resource for any campaign-related questions and provide accurate information and guidance.
• Actively collaborate with internal and external stakeholders to ensure alignment and drive campaign success.• Minimum of 3 years of experience in a similar role, preferably within the Import/Export industry.
• Proficiency in using Adaptive Insights and Anaplan for financial planning and analysis.
• Extensive knowledge of CRM systems and data mining techniques.
• Familiarity with Enterprise Performance Management (EPM) systems.
• Understanding of accounting functions and their impact on the overall business operations.
• Proven experience in managing annual budgets and budgeting processes.
• Ability to work with various business units and coordinate their financial planning and analysis needs.
• Knowledge of capital management principles and strategies.
• Excellent communication and interpersonal skills.
• Strong analytical thinking and problem-solving abilities.
• Bachelor's degree in Finance, Accounting, or a related field is required.
• Relevant detail oriented certifications are considered a plus.

  • FP&A Manager

    2 months ago

    Palm Beach Gardens, United States Carrier Full time

    Country: United States of AmericaLocation: CAF77: CCS - CIB 13995 Pasteur Blvd , Palm Beach Gardens, FL, 33418 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life...

  • FP&A Manager

    4 weeks ago

    Palm Beach Gardens, United States Carrier Full time

    Country: United States of AmericaLocation: CAF77: CCS - CIB 13995 Pasteur Blvd , Palm Beach Gardens, FL, 33418 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life...

  • Finance Manager

    2 months ago

    Newport Beach, United States Career Climbers Full time

    A Tier-1 industrial/commercial real estate firm is seeking a Finance Manager to play a key role on their corporate FP&A team. This newly created role will lead financial analysis and financial modeling and help make high impact decisions leveraging analytics and analysis. Reporting to the Senior Director of FP&A, this is an incredible opportunity for a...

  • YouTube Production Manager

    3 weeks ago

    Huntington Beach, United States Amp Studios Full time

    About us: Amp Studios is a creator driven media company generating over 3 billion monthly views.Job Summary: Our team is looking for a motivated, organized and personable individual with a passion for all things content creation and social media. This is an opportunity to work in production with top-tier creators on social media.Key...

  • Director, Digital FP&A

    6 months ago

    Palm Beach Gardens, United States Carrier Full time

    About This Role The Carrier financial planning and analysis (FP&A) department has an opening for the lead of the Digital Finance organization. This position will help lead Carrier and the digital team as we embark on advanced revenue streams with connected products. Revenue will be generated from product / service offering development as well as creating...

  • Director, Digital FP&A

    3 weeks ago

    Palm Beach Gardens, United States Carrier Full time

    Country: United States of America Location: CAF77: CCS - CIB 13995 Pasteur Blvd , Palm Beach Gardens, FL, 33418 USA Carrier is a world leader in HVAC and Refrigeration solutions. For over a century, we have been developing innovative products and services that have changed the way people live and work. That drive for innovation continues today with a...

  • Manager of Financial Planning and Analysis RI

    2 days ago

    newport, United States Creative Financial Staffing Full time

    Manager of Financial Planning & Analysis (FP&A)Shape Strategic Growth with a Leading Financial Services Firm! We are seeking an experienced Manager of Financial Planning & Analysis to join a prominent financial services company in Providence. This role offers a hybrid work environment, combining the benefits of in-office collaboration with remote...

  • Manager of Financial Planning and Analysis

    3 weeks ago

    Newport, United States Creative Financial Staffing Full time

    Manager of Financial Planning & Analysis (FP&A)Shape Strategic Growth with a Leading Financial Services Firm! We are seeking an experienced Manager of Financial Planning & Analysis to join a prominent financial services company in Providence. This role offers a hybrid work environment, combining the benefits of in-office collaboration with remote...

  • Strategic Director of Financial Planning and Analysis

    4 weeks ago

    Newport Beach, California, United States Evolus Full time

    About the RoleEvolus is a performance beauty company with a customer-centric approach focused on delivering breakthrough products. We are seeking an experienced and driven Director, FP&A to join our Finance Team.Key ResponsibilitiesOwner of the company's overall annual budget and quarterly forecastsLead the development and execution of the company's...

  • Creative Financial Staffing | Manager of Financial Planning and Analysis RI | newport, ri

    4 days ago

    newport, United States Creative Financial Staffing Full time

    Manager of Financial Planning & Analysis (FP&A)Shape Strategic Growth with a Leading Financial Services Firm! We are seeking an experienced Manager of Financial Planning & Analysis to join a prominent financial services company in Providence. This role offers a hybrid work environment, combining the benefits of in-office collaboration with remote...

  • Creative Financial Staffing | Manager of Financial Planning and Analysis RI | newport, ri

    2 hours ago

    newport, United States Creative Financial Staffing Full time

    Manager of Financial Planning & Analysis (FP&A)Shape Strategic Growth with a Leading Financial Services Firm! We are seeking an experienced Manager of Financial Planning & Analysis to join a prominent financial services company in Providence. This role offers a hybrid work environment, combining the benefits of in-office collaboration with remote...

  • Front Desk Manager

    3 weeks ago

    palm beach, United States Amped Fitness Full time

    Do you have fitness experience, but NO opportunity to Grow?We hear this ALL THE TIME, and are happy to offer you the BIGGEST opportunity for growth currently within the Fitness Industry. If you have an undeniable work ethic, and a passion for fitness, your search for the Career of your dreams is over! POSITION OVERVIEW:Are you an energetic, outgoing, and...

  • Front Desk Manager

    1 month ago

    palm beach, United States Amped Fitness Full time

    Do you have fitness experience, but NO opportunity to Grow?We hear this ALL THE TIME, and are happy to offer you the BIGGEST opportunity for growth currently within the Fitness Industry. If you have an undeniable work ethic, and a passion for fitness, your search for the Career of your dreams is over! POSITION OVERVIEW:Are you an energetic, outgoing, and...

  • Lead Financial Analyst Payment Services FP&A

    4 weeks ago

    Deerfield Beach, Florida, United States Discover Full time

    Discover: A Brighter Financial FutureAt Discover, we're committed to delivering exceptional financial experiences to our customers. As a Lead Financial Analyst Payment Services FP&A, you'll play a critical role in shaping our financial strategy and driving business growth.Key Responsibilities:Develop and manage financial plans and forecasts to inform...

  • Front Desk Manager

    1 month ago

    West Palm Beach, United States Amped Fitness Full time

    Do you have fitness experience, but NO opportunity to Grow?We hear this ALL THE TIME, and are happy to offer you the BIGGEST opportunity for growth currently within the Fitness Industry. If you have an undeniable work ethic, and a passion for fitness, your search for the Career of your dreams is over! POSITION OVERVIEW:Are you an energetic, outgoing, and...

  • Front Desk Manager

    2 weeks ago

    West Palm Beach, United States Amped Fitness Full time

    Do you have fitness experience, but NO opportunity to Grow?We hear this ALL THE TIME, and are happy to offer you the BIGGEST opportunity for growth currently within the Fitness Industry. If you have an undeniable work ethic, and a passion for fitness, your search for the Career of your dreams is over! POSITION OVERVIEW:Are you an energetic, outgoing, and...

  • Product Manager- Mandarin Required

    2 weeks ago

    Newport Beach, United States A&C Tech, Inc Full time

    Product ManagerAbout A&C TechnologyA&C Technology is a forward-thinking, well-funded startup located in Newport Beach, California, dedicated to empowering digital life in the Web 3.0 and AI domains. Our mission is to build next-generation blockchain technology and AI/ML solutions that seamlessly integrate into users’ daily digital interactions, emphasizing...

  • Product Manager- Mandarin Required

    2 weeks ago

    newport beach, United States A&C Tech, Inc Full time

    Product ManagerAbout A&C TechnologyA&C Technology is a forward-thinking, well-funded startup located in Newport Beach, California, dedicated to empowering digital life in the Web 3.0 and AI domains. Our mission is to build next-generation blockchain technology and AI/ML solutions that seamlessly integrate into users’ daily digital interactions, emphasizing...

  • Product Manager- Mandarin Required

    2 weeks ago

    Newport Beach, United States A&C Tech, Inc Full time

    Product ManagerAbout A&C TechnologyA&C Technology is a forward-thinking, well-funded startup located in Newport Beach, California, dedicated to empowering digital life in the Web 3.0 and AI domains. Our mission is to build next-generation blockchain technology and AI/ML solutions that seamlessly integrate into users’ daily digital interactions, emphasizing...

  • Associate Director, FP&A

    6 months ago

    Palm Beach Gardens, United States Carrier Full time

    About This Role The available opportunity is a critical and comprehensive Network Strategy role within Operations FP&A, supporting the Executive Director of Network Strategy. It requires a self-directed leader for achieving and exceeding financial performance, business growth, and meeting financial controls compliance objectives. Key Responsibilities: ...