Manager, Financial Planning & Analysis

Preferred Travel Group • Newport Beach, CA

2d • $150,000 - $155,000 • Hybrid

About The Position

We're seeking a strategic, analytical, and business-minded finance professional who is passionate about turning data into insight and helping drive informed decision-making across the organization. As Manager, Financial Planning & Analysis, you'll play a key role in shaping the financial direction of Preferred Travel Group by leading forecasting, reporting, and performance analysis efforts that support both strategic planning and day-to-day operations. Success in this role looks like providing trusted financial insights that help guide key business decisions, bringing clarity to complex data, and continuously improving reporting and planning processes. Through strong partnership, accuracy, and a proactive mindset, you'll help leaders make confident decisions that support Preferred's growth and long-term success.

Requirements

• Bachelor’s degree in finance, accounting, economics, or related field
• 5+ years of progressive experience in FP&A, corporate finance, and / or accounting
• Advanced Excel skills required, with ability to learn other software as required
• Experience with financial statement analysis and a strong understanding of U.S. GAAP and corporate finance
• Excellent communication and presentation skills, with the ability to translate complex data into actionable insights
• Familiarity with Power BI or similar reporting tools

Nice To Haves

• Holding CPA Qualification and or Master’s degree or MBA

Responsibilities

• Oversee key processes of the annual budget and quarterly rolling forecast. Participate in strategic reviews of the annual budget and quarterly forecast, and prepare executive / Board-level analytics to support goal setting and performance measurement
• Prepare month-end financial reporting and variance analyses (Actual v. Budget / Forecast) to explain financial performance and identify underlying business drivers
• Lead the preparation of presentations for Board meetings, monthly / quarterly executive leadership meetings, and various strategic committees
• Collaborate across departments to provide timely financial insights and serve as trusted partner to business leaders
• Support ad hoc financial modeling, analyses, and special projects to support business decisions
• Assist with the development and maintenance of financial reporting and dashboards using data warehouse tools and Power BI
• Partner with Accounting and IT to drive process improvements, including automation, data integrity, and software implementations

What This Job Offers

• Job Type: Full-time
• Career Level: Manager