Financial Planning and Analysis Manager (US)

The FP&A Manager is a hands-on role responsible for executing the company’s core financial planning and analysis activities, including forecasting, budgeting, management reporting, pricing modeling, and Board support. This role will own recurring FP&A models and deliverables, consolidate financial results and forecasts, and provide timely analysis of performance, risks, and opportunities. A key focus is maintaining a reliable and scalable FP&A operating cadence while improving the efficiency, accuracy, and documentation of models and reporting.Work Schedule: 5:00 pm to 2:00 am; Monday-FridayWork Setup: Hybrid

Job Responsibilities

Planning, Forecasting & Reporting Own and maintain Revenue, P&L, Balance Sheet, and Cash Flow forecast modelsLead recurring forecasts, annual planning, and longer-term financial modelingPrepare budget vs. actual reporting, variance commentary, and risks & opportunities analysisConsolidate financial results, forecasts, KPIs, and MD&A analyticsMaintain compensation, headcount, CAPEX, and other key planning assumptionsSupport commission attainment reporting and other recurring Finance reportingKnowledge and Experience

• Review client files and, as team responsibilities expand, provide feedback to junior accountants prior to Partner sign off
• Prepare financial statements and tax documents for management review, with Australian tax training provided as needed.
• Ensure quality control of all documentation and correspondence
• Work with trading and investment entities, understanding operational flows, revenue recognition and cost structures.
• Service a client base of medium to large private businesses and high-net worth family groups with complex affairs.
• Demonstrate strong analytical and problem-solving skills
• Learn and apply Australian-centric tax knowledge AdditionalFinancial Analysis & Business SupportAnalyze revenue, expenses, cash, profitability, and key business trendsIdentify and communicate material financial risks, opportunities, and forecast changes Provide ad hoc financial modeling and analysis as requiredSupport Finance portions of Board and QBR materialsPerform FP&A-related approvals and operational activities as requiredPricing & Commercial SupportOwn, build, and maintain pricing modelsSupport pricing and commission modeling and related financial analysisMaintain accurate and scalable models to support financial decision-making Process ImprovementMaintain clear documentation of key FP&A models and recurring processesIdentify opportunities to simplify, standardize, and automate FP&A activitiesImprove model transparency, accuracy, scalability, and repeatabilityWhat will make you a great fit:5+ years of progressive FP&A or corporate finance experience Strong hands-on financial modeling skills, including integrated P&L, Balance Sheet, and Cash Flow forecasting Experience owning budgeting, forecasting, BvA analysis, and management reportingAdvanced Excel skills and strong understanding of financial statements Ability to independently manage multiple recurring FP&A deliverables and deadlines Strong analytical skills with high attention to detail and financial accuracy Clear, concise communication and ability to work effectively across Finance and business teams Proactive, ownership-oriented approach with the ability to operate effectively in an outsourced capacity What’s in it for you?Competitive salary + non-taxable allowancesHealth & wellness benefits to keep you at your bestPaid vacation and sick leave creditsYearly performance bonusesFREE meals on office daysParent-friendly officeTraining, certifications & CPD assistancePRC license renewal reimbursementFun employee activities all year roundGrab our Job Applicant Kit here: https://lnkd.in/gbuADizDue to the volume of applications we receive, only shortlisted candidates will be contacted for the next steps. All applications will be kept in our talent pool and may be considered for future opportunities that align with the candidate’s qualifications and experience.