Financial Planning and Analysis Manager

Exciting New Opportunity for a talented Manager FP&A in Phoenix!
The Kostelic Agency, in partnership with a premiere Financial Services firm, invites you to explore the position of Manager of Financial Planning and Analysis.
Ready To Accelerate Your Career?
For nearly a decade, our client has achieved over 20% YOY growth, driven by both organic expansion and strategic acquisitions. This role offers you the chance to work closely with the executive leadership team, providing critical financial insights and analysis that will drive strategic decision-making across the organization.
PLUS...you will join a rapidly growing organization where your efforts are recognized and rewarded. Their leaders firmly believe in internal promotion and rotation of high-potential talent into new departments to build skills and collective bench strength. This commitment to career growth is part of their inclusive and diverse culture. AND...they are nationally ranked as one of the best places to work. And to top it off...they are headquartered in downtown Phoenix, where they have prime office space, offering beautiful 360-degree views of the Valley, including the skyline, mountains, and stadiums.
Your Impact:
As the Manager of Financial Planning and Analysis, you'll be a strategic partner to business unit leaders, focusing on enhancing financial outcomes. Your responsibilities will include:
Primary Finance Advisor:

Serve as the go-to finance expert for designated business units, providing guidance on current and future performance.
Financial Oversight:

Lead annual and monthly budgeting, forecasting, and reporting processes.
In-Depth Analysis:

Conduct detailed financial analysis and present key insights to senior leadership.
Performance Monitoring:

Investigate financial performance variances and recommend corrective actions.
Comprehensive Reporting:

Develop and present detailed finance reports and presentations for senior management.
Ad-Hoc Projects:

Create financial models for various projects to support decision-making.
Cross-Functional Collaboration:

Work closely with Operations, IT, HR, and Financial Systems teams to ensure accurate reporting and streamlined processes.
About You:
Educational Background:

Bachelor’s degree in Business, Accounting, or Finance.
Experience:

Over 10 years of finance experience, preferably within the banking sector.
Technical Skills:

Expertise in financial modeling and data analysis. Advanced proficiency in Excel; strong skills in Word and PowerPoint.
Communication:

Exceptional communication and interpersonal skills.
Strategic Management:

Ability to manage multiple priorities while maintaining a strategic perspective.
Compensation:
Up to $170K base + 18% bonus + $17.5K equity + comprehensive benefits (DOE)
Benefits:
Our client offers competitive salaries, ownership opportunities, comprehensive medical and dental coverage, paid time off, a robust 401k matching program, tuition reimbursement, an employee volunteer program, and a wellness initiative. You will gain valuable, hands-on experience in business operations and finance management, supporting your career growth.
Take The Next Step!
Apply directly to this posting, or send an email to arrange a confidential conversation: [email protected]
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