Financial Planning & Analysis Manager

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Job description

Position Summary

The FP&A Manager will act as a Strategic Business Partner to the Executive Management Team, Senior Operational Leadership and Sales Executives. The FP&A Manager will be responsible for contributing to the development and monitoring of strategic objectives, which includes budgeting, forecasting, month-over-month variance driver analytics as well as analytics pertaining to: expense, productivity metrics, volume reporting, and financial package compilation.

Essential Duties and Responsibilities

Monthly Close, Financial Reporting and Analysis

• Conduct in-depth revenue and expense variance analysis and communicate clear and concise explanations (actuals vs budget, actuals vs forecast, and period over period actuals)
• Compile monthly KPI data and reports issued to the Company's executive leadership and stakeholders
• Work with accounting team to improve accuracy and completeness of financial information
• Prepare, review, and distribute monthly financial reports to senior and executive management
• Analyze and report on current financial status, key trends and forecast implications
• Monitor and analyze volume and operational metric reports
• Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives
• Partner with Corporate Accounting to gain efficiencies pertaining to Month-End Close

Annual Budgeting and Short-Term Forecasting

• Assist Director of FP&A to compile the Company's annual Budget as well as monthly forecast projections
• Assist Director of FP&A to execute a clear and simple budgeting process and perform procedures to ensure relevant and reliable financial data is made available
• Educate and assist functional leaders during budgeting process
• Perform variance analysis and periodically communicate results to functional leaders
• Develop and maintain strategic financial models to test various scenarios and analyze corporate profitability
• Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.)
• Drive business leadership to proactively manage expense structures to maintain profitability in any market climate
• Become a power-user of the Company's data and key business drivers

Other Responsibilities

• Assist Director FP&A with investment and M&A activities (financial modeling, analysis and compliance)
• Analyze business opportunities, research industry, market and company trends
• Evaluate profit and cost efficiencies in various areas of the organization as needed
• Develop, maintain, and distribute ad-hoc reports as needed

Qualifications

• Bachelor's degree in Finance, Accounting or Economics required
• Advanced Degree or Certifications preferred (MBA, CPA, CFA, CMA)
• Minimum of 6-8+ years of experience in preparing and maintaining financial models, budgets, reporting, consolidation and financial analysis
• Accounting/GAAP knowledge
• Advanced knowledge of Microsoft Excel
• Experience in the Title and Mortgage industry a plus
• Experience utilizing SQL or other database management background a plus
• Ability to complete projects timely and accurately is critical
• Must be detail-oriented with strong organizational and analytical skills
• Ability to work well with others in fast paced, dynamic environment

• Excellent communication skills in interacting with management, peers, and proficient presentation skills
• Strong business acumen and demonstrated experience serving as a strategic business partner

• High level of enthusiasm and energy
• Highest standards of accuracy, precision and organization