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Senior Manager, FP&A

Alliance Resource Group
  • Pasadena, CA
  • Instant Apply
2 days ago

Job Description


We are seeking a highly analytical and business-oriented FP&A Manager to support financial planning, forecasting, strategic decision-making, and performance management across the organization. The ideal candidate will have experience in corporate FP&A and/or strategic planning within a financial services environment and possess strong financial modeling, business partnering, and executive presentation skills. Experience with Fund Transfer Pricing (FTP) models is preferred.

This role will partner closely with senior leadership, business line leaders, Treasury, Accounting, and Risk teams to provide actionable insights that drive profitability, growth, and operational efficiency.

 

Key Responsibilities
  • Lead the annual budgeting, quarterly forecasting, and long-range planning processes
  • Develop and maintain financial models to support strategic initiatives, profitability analysis, and business performance evaluations
  • Analyze monthly financial results, identify key drivers and variances, and communicate insights to senior management
  • Prepare executive-level reporting packages, management presentations, and board materials
  • Partner with business leaders to evaluate new products, growth opportunities, pricing strategies, and investment decisions
  • Support enterprise-wide strategic planning initiatives and scenario analysis
  • Assist in developing and enhancing profitability measurement frameworks and key performance indicators (KPIs)
  • Collaborate with Treasury and Finance teams on balance sheet management and profitability analysis
  • Support and maintain Fund Transfer Pricing (FTP) methodologies and reporting processes, where applicable
  • Drive process improvements, automation, and enhancements to FP&A reporting and forecasting tools
  • Ensure consistency, accuracy, and integrity of financial data used for decision-making
  • Mentor and provide guidance to junior analysts as needed

 

Qualifications Required
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
  • 7+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Planning, or related financial analysis roles
  • Experience within a financial services organization, including banking, credit unions, wealth management, fintech, specialty finance, or other regulated financial institution
  • Strong financial modeling, forecasting, budgeting, and analytical skill
  • Advanced proficiency in Excel and financial reporting tools
  • Experience developing executive-level presentations and communicating financial insights to leadership
  • Strong business acumen and ability to translate financial data into strategic recommendations
  • Excellent communication, presentation, and stakeholder management skills

 

Preferred
  • Experience with Fund Transfer Pricing (FTP) models, methodologies, and profitability reporting
  • Experience supporting Treasury, Asset Liability Management (ALM), or balance sheet analytics
  • MBA, CFA, CPA, or other relevant professional certification
  • Experience with FP&A platforms such as Adaptive Planning, Anaplan, Oracle, Hyperion, or similar planning systems
  • Knowledge of financial institution performance metrics, profitability drivers, and regulatory consideration

Numbers & Facts

LocationPasadena, CA

Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Automationunmatched
  • Balance Sheetunmatched
  • Banking Servicesunmatched
  • Budgetingunmatched
  • Business Administrationunmatched
  • Business Modelunmatched
  • Business Skillsunmatched
  • Certified Public Accountant (CPA)unmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Corporate Financeunmatched
  • Credit Unionunmatched
  • Data Qualityunmatched
  • Economicsunmatched
  • FTP (File Transfer Protocol)unmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Liabilityunmatched
  • Financial Metricsunmatched
  • Financial Modelingunmatched
  • Financial Planningunmatched
  • Financial Planning and Analysis (FP&A)unmatched
  • Financial Reportingunmatched
  • Financial Servicesunmatched
  • Financial Strategyunmatched
  • Forecastingunmatched
  • Funds Transfer Pricingunmatched
  • Hyperionunmatched
  • Investment Strategyunmatched
  • Leadershipunmatched
  • Mentoringunmatched
  • Oracleunmatched
  • People Managementunmatched
  • Performance Analysisunmatched
  • Performance Managementunmatched
  • Performance Metricsunmatched
  • Performance Reviewsunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Improvementunmatched
  • Product Pricingunmatched
  • Product Testingunmatched
  • Profit & Lossunmatched
  • Profit & Loss Analysisunmatched
  • Profit & Loss Managementunmatched
  • Regulationsunmatched
  • Riskunmatched
  • Strategic Planningunmatched
  • Treasuryunmatched
  • Treasury Accountingunmatched
  • Wealth Managementunmatched

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