Financial Planning & Analysis Manager

Streamline Innovations • San Antonio, TX

82d

About The Position

The Financial Planning & Analysis Manager is responsible for the company's financial projections and analysis of past performance. The position serves as a strategic partner to leadership and business units for data-driven decision support and process improvements to optimize transparency and financial performance.

Requirements

• Bachelor's degree, preferably in finance or accounting
• 5+ years of experience including at least two years of finance or accounting
• Advanced Excel financial modeling
• Strong communication and presentation skills

Nice To Haves

• Advanced skills in reporting, analysis, and data management tools a plus
• Adaptable, curious, and growth-oriented
• Organized, reliable, and attentive to detail

Responsibilities

• Own, maintain, and improve the corporate financial model
• Lead the company's budgeting, forecasting, and long-range planning processes
• Develop financial models to support strategic planning and growth initiatives
• Forecast short- and medium-term cash position
• Integrate a wide range of financial and operational data to provide variance/lookback analysis with actionable recommendations
• Collaborate with IT and leadership to maintain an appropriate stack of finance and reporting software and processes
• Lead results discussion with leadership team
• Independently identify and execute on opportunities for business and process improvement
• Assist in preparation of board and investor materials
• Maintain debt covenant calculations
• Build and mentor team
• Perform ad hoc analysis as needed

Benefits

• Unlimited PTO
• Paid Holidays
• Insurance: Major medical, dental, and vision for employee and dependents
• Short-Term, Long-Term Disability, and Life Insurance
• 401(k) Retirement Plan with an Employer Match
• Company Credit Card
• Cellular Reimbursement - $100/month
• Company Stock

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees