Financial Planning Manager
About The Position
The Financial Planning Manager oversees financial planning and analysis for a small line of business, including related policy, processes, tools, training, and staffing. The role includes people-management responsibilities, such as recommending hiring, promotions, and disciplinary actions, and providing performance evaluations and feedback to direct reports. The manager oversees financial analysis projects and statistical studies, manages monthly reporting processes, and provides key financial analysis and leadership reports. The role also provides guidance on investment and project decisions and ensures project or department milestones and goals are achieved within approved budgets. The position typically requires a bachelor’s degree or equivalent, five or more years of related experience, and at least one year of leadership experience.
Requirements
- Bachelor’s degree or equivalent.
- Five or more years of related experience.
- At least one year of leadership experience.
Responsibilities
- Oversee financial planning and analysis for a small line of business, including policy, processes, tools, training, and staffing.
- Provide recommendations regarding hiring, promotions, and disciplinary actions for direct reports.
- Conduct performance evaluations and provide feedback to direct reports.
- Manage financial analysis projects and statistical studies.
- Manage monthly reporting processes and provide key financial analysis and leadership reports.
- Provide guidance on investment and project decisions.
- Ensure project or department milestones and goals are met within approved budgets.
Benefits
- Up to 140 hours of paid time off in the first year.
- Eight paid holidays and three floating holidays.
- 401(k) plan with company match.
- Educational assistance program (tuition reimbursement).
- Wellness program and incentives.
- Company HSA contributions.
- Insurance benefits starting the first of the month following hire.
- Eligibility for annual company performance-based bonuses.
- Employee discounts and perks.
- Company-paid $75 monthly student loan repayment program.
- Basic life insurance.
- Basic accidental death and dismemberment insurance.
- Short-term disability insurance.
- Long-term disability insurance.
- Employee assistance program.
- Voluntary employee-paid medical and prescription insurance.
- Voluntary employee-paid dental insurance.
- Voluntary employee-paid vision insurance.
- Supplemental life insurance plans.
- Supplemental accidental death and dismemberment insurance for employee and family.
- Accident plan.
- Critical illness plan.
- Hospital indemnity plan.
- Pet insurance.
- Identity theft coverage.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
