Financial Planning & Analysis Manager

Aston Carter•Bothell, WA

8h•$111,000 - $170,000•Hybrid

About The Position

Defines, monitors, and maintains key financial and operational metrics for daily, weekly, monthly, quarterly, annual, and real‑time reporting. Develops and updates a rolling three‑year forecast across the income statement, balance sheet, and statement of cash flows. Performs detailed variance and trend analyses, including budget‑to-actual comparisons and prior‑period performance reviews. Builds and maintains capital allocation models and financial analyses to support new product development and strategic initiatives. Prepares materials for the annual budgeting process and collaborates with stakeholders to ensure accuracy and alignment. Contributes to acquisition activities, including cash‑flow modeling, due diligence support, and data room management. Assists in preparing financial components for quarterly board meeting presentations. Supports the annual shareholder meeting and proxy filing process. Partners with the finance and accounting teams on special projects, including new software implementations, process improvements, and operational enhancements.

Requirements

Bachelor’s or Associate’s degree in Accounting or Finance.
7+ years of experience in financial planning and analysis, finance, accounting, or related roles.
Strong understanding of accounting principles and GAAP.
Proficiency with Microsoft Office applications, including Outlook, Excel, and Word.
Excellent written and verbal communication skills, with the ability to handle sensitive and confidential information with discretion.
Experience using Workday Adaptive Planning.

Nice To Haves

Advanced degree or CPA certification.
Experience with NetSuite and business intelligence tools.
Background in mergers and acquisitions.

Responsibilities

Defines, monitors, and maintains key financial and operational metrics for daily, weekly, monthly, quarterly, annual, and real‑time reporting.
Develops and updates a rolling three‑year forecast across the income statement, balance sheet, and statement of cash flows.
Performs detailed variance and trend analyses, including budget‑to-actual comparisons and prior‑period performance reviews.
Builds and maintains capital allocation models and financial analyses to support new product development and strategic initiatives.
Prepares materials for the annual budgeting process and collaborates with stakeholders to ensure accuracy and alignment.
Contributes to acquisition activities, including cash‑flow modeling, due diligence support, and data room management.
Assists in preparing financial components for quarterly board meeting presentations.
Supports the annual shareholder meeting and proxy filing process.
Partners with the finance and accounting teams on special projects, including new software implementations, process improvements, and operational enhancements.