Financial Planning and Analysis Manager

The Grenzy Recruiting Group, LLC

Naples, FL

JOB DETAILS
LOCATION
Naples, FL
POSTED
3 days ago

Our client, a well-established and highly respected organization, has an immediate need for a Financial Planning & Analysis (FP&A) Manager. Known for its strong employee tenure, collaborative culture, and long-term growth opportunities, this organization offers a unique chance to step into a high-impact, visible role.

Reporting directly to the Vice President of Finance, this position will work closely with the CFO, playing a key role in shaping financial strategy, planning, and performance analysis across the business.

Key Responsibilities

  • Deliver timely monthly financial insights by analyzing performance against plan and highlighting key drivers

  • Compile and support lender reporting requirements, ensuring accuracy around financial metrics and compliance measures

  • Evaluate business performance trends to surface actionable recommendations for leadership

  • Contribute to executive reporting materials and help translate financial data into clear business insights

  • Continuously refine reporting processes and tools to enhance visibility and forecasting accuracy

  • Play an active role in the annual planning cycle, including budget development and ongoing forecast updates

  • Support the build-out and maintenance of multi-year financial projections

  • Partner on financial modeling efforts tied to new investments and development opportunities

  • Assist in modernizing financial systems and supporting data migration initiatives

  • Identify opportunities to improve workflows, reporting efficiency, and data integrity

  • Leverage financial systems to enhance reporting capabilities and usability

Qualifications

  • Bachelor’s degree in Accounting or Finance required

  • 5+ years of progressive experience in finance and/or accounting

  • CPA, CMA, or CFA preferred

  • Strong analytical, organizational, and communication skills

Why This Opportunity?

  • Industry-leading organization with a track record of stability and growth

  • High-visibility role with direct exposure to executive leadership

  • Collaborative, team-oriented environment with strong retention

  • Clear path for professional development and advancement

Compensation & Benefits

Competitive base salary, with bonus eligibility.

Comprehensive benefits package including:

  • 401(k) with company match

  • Medical, dental, and vision coverage

  • HSA and FSA options

  • Life and disability insurance

  • Generous PTO and paid holidays

  • Tuition reimbursement and professional development support

About the Company

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The Grenzy Recruiting Group, LLC