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Financial Planning and Analysis Manager

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Creative Financial Staffing

2024-10-05 02:44:57

Job location Shelton, Connecticut, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Financial Planning and Analysis Manager

Company Overview:
Our client is a fast-growing, venture-backed energy management company that provides energy savings with no upfront costs through its unique Energy Efficiency-as-a-Service solution. By integrating cutting-edge technology, capital, and expertise, they deliver the most energy-efficient upgrades such as LED lighting, advanced HVAC systems, and IoT devices.

Why this Financial Planning and Analysis Manager Position:

  • An entrepreneurial environment that fosters creativity and innovation.
  • Hybrid work schedule in a dog-friendly office.
  • Competitive compensation with a comprehensive benefits package, including medical, dental, vision, life, and disability insurance.
  • Be part of a purpose-driven team making a direct impact on climate change.

Key Responsibilities of the Financial Planning and Analysis Manager:

  • Analyze trends in key performance indicators such as revenue, expenses, and capital expenditures.
  • Monitor performance indicators, investigate variances, and identify trends.
  • Supervise Financial Analyst(s) and oversee budgeting, forecasting, and modeling tools.
  • Prepare quarterly and monthly financial reports.
  • Implement Business Intelligence Tools and dashboards for better decision-making.
  • Develop financial models to support strategic initiatives and decision-making.
  • Present reports and analyses to senior management and the Board of Directors.

Preferred Qualifications for the Financial Planning and Analysis Manager:

  • Bachelor's Degree in Accounting or Finance (MBA preferred).
  • 5+ years of Financial Planning and Analysis experience.
  • Proficient in Microsoft Excel and PowerPoint, NetSuite experience is a plus.
  • Strong organizational, communication, and analytical skills.
  • Hands-on leadership experience with a proactive approach.

Desired Characteristics of the Financial Planning and Analysis Manager :

  • Creative problem-solver with strong interpersonal skills.
  • Ability to present complex data clearly and support decision-making.
  • Collaborative mindset, working across teams to drive optimal results.

This role offers a fantastic opportunity to join a fast-paced, mission-driven company with room for growth and impact.

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