Financial Planning & Analysis Manager
Responsibilities:
• Direct the preparation and ongoing enhancement of forward-looking financial models covering earnings expectations, balance sheet activity, capital usage, and alternative business scenarios.
• Create and update forecasting tools that evaluate revenue, operating costs, financing expenses, taxable earnings adjustments, and performance across changing market conditions.
• Produce monthly, quarterly, and annual outlooks that inform executive planning, board materials, and decisions related to distributions and overall financial strategy.
• Analyze forecast-to-actual results, identify the main factors influencing performance, and communicate findings to leadership with actionable recommendations.
• Develop detailed taxable income projections and regulatory-related forecasts to support compliance monitoring and dividend capacity assessments.
• Partner with accounting and senior leadership to align forecast assumptions with business strategy and ensure reporting accuracy.
• Build sensitivity and scenario analyses that measure the effects of interest rates, funding costs, asset returns, leverage, liquidity, and book value changes.
• Assess strategic options and potential portfolio adjustments through stress testing and forward-looking financial evaluation.
• Conduct peer and competitor benchmarking focused on earnings trends, dividend practices, leverage, portfolio mix, funding approaches, and capital structure, then summarize insights for management and the board.
Qualifications:
• Proven experience in financial planning and analysis, including ownership of complex forecasting and long-range planning processes.• Strong financial modeling skills with the ability to build scenario, sensitivity, and performance analysis tools.
• Demonstrated expertise in financial analysis, including variance review and interpretation of key business drivers.
• Experience supporting executive leadership with planning materials, financial projections, and decision-oriented reporting.
• Knowledge of taxable income forecasting and regulatory-focused financial planning in a corporate environment.
• Proficiency with FP& A systems and analytical tools, including experience with Adaptive Insights or similar platforms.
• Advanced communication skills with the ability to present complex financial concepts clearly to senior stakeholders.
Compensation
$90,000.00-$110,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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