Financial Planning and Analysis Manager
TBG | The Bachrach Group
Financial Planning & Analysis (FP&A) Manager An established financial services firm in Stamford, CT is hiring an FP&A Manager to lead its budgeting, forecasting, and financial analysis. This is a high-visibility role with direct exposure to senior leadership and a real seat at the table in how the business plans and makes decisions. If you enjoy owning a process end to end, building clean models, and turning numbers into insight — not just reporting them — this is a great fit. What you'll do Own the annual budgeting and ongoing forecasting process; build, maintain, and continuously improve the planning and forecasting models. Lead cash flow forecasting and provide clear visibility into how capital is being used. Analyze results against plan and forecast; identify trends and variances and translate them into actionable recommendations. Partner with leaders across the business to understand the drivers behind the numbers and support decision‑making. Build out reporting and light automation to make the process faster, cleaner, and more reliable. Support ad hoc financial analysis and leadership requests. What we're looking for 4–8 years of FP&A experience (budgeting, forecasting, modeling, variance analysis). Financial services industry experience strongly preferred. Advanced Excel modeling skills; experience with Access or BI/reporting tools is a plus. A hands‑on individual contributor who likes to own the work directly. Strong business acumen and communication skills; comfortable presenting to and partnering with senior stakeholders. Thrives in a fast‑paced, entrepreneurial environment. Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. What's on offer Competitive base salary plus performance bonus. Hybrid schedule out of the Stamford, CT area. High‑impact, high‑visibility role with direct access to leadership and room to grow. Local / Fairfield County, Westchester, and NYC-area commuters encouraged to apply. Applicants must be authorized to work in the U.S. #J-18808-Ljbffr TBG | The Bachrach Group
- ...relationships and providing proactive financial support Participate in... ...-related financial analysis, including evaluation of medical... ...accurate, driver-based financial plans Maintain and update rolling... ...data manipulation Ability to manage multiple priorities in a fast...Suggested
- ...organization to find a highly skilled Manager of FP&A. In this high-... ...FP&A activities, driving financial performance reporting, KPI tracking... ...the financial performance analysis of diverse business segments;... ...to develop annual financial plans and short-term forecasts. Compile...SuggestedTemporary workLocal area
- ...timely and accurate internal and external financial reporting and maintains a deep,... ...accounting standards. The Corporate Controller manages a global accounting organization with... ...expectations. Oversee financial planning and analysis activities, including budgeting,...SuggestedWork at officeMonday to Friday
$130k - $150k
...range $130,000.00/yr - $150,000.00/yr Firm: Investment Manager Job Summary Assist the Controller with firmwide finance,... ...reports US and UK tax filings and Partner tax estimates Financial planning and analysis (FP&A) Cash management Review of monthly Concur T&E reports...SuggestedFull time$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making.... ..., Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with... ...oriented Proficient in financial analysis, financial modeling, data analysis,...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- Director of Financial Planning and Analysis Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies,... ...across actuals, close, forecast, budget, allocations, and management reporting Design and implement a standardized FP&A...Contract workInterim roleWork at officeRemote work
- ...The Commercial Finance Manager is a critical leadership role within... ...This role provides advanced financial leadership by delivering deep... ...strengthening the company's financial planning infrastructure. The Manager... ...targets Lead financial analysis identifying growth...Work at office
$200k
...A publicly traded, multi-segment financial services organization is seeking a Corporate... ...support future growth and divestitures Manage and develop the accounting team (Treasury... ...50,000 Equity / long-term incentives planned (structure in progress) Company name...For contractorsWork at officeLocal areaImmediate start- ...Stamford is seeking a dedicated Business/Finance and Insurance Manager to help grow our booming sales department and provide our customers... ...to receive the following: Medical, Vision and Dental 401K Plan plus company match Competitive wages Paid time off and vacation...Local area
- ...Trexquant is a growing systematic fund manager with a team of accomplished technologists... ...data, and infrastructure, we are seeking a Financial Controller to work closely with the... ...Strong Excel skills; experience with data analysis, automation tools (e.g., VBA, Python, SQL...Casual work
$350k
...business structure with additional acquisitions planned Key partner to executive leadership, audit committee, and Board of Directors on financial reporting, controls, and strategic... ...accurate and timely financial reporting Manage complex consolidations and eliminations across...Immediate startFlexible hours- Commercial Finance Manager is a key member of the MJUS Finance team and serves... .../GM. This role provides strategic financial leadership through sharp analysis, proactive insights, and strong... ...The position leads core financial planning processes and ensures alignment with...Work at officeLocal area
$212k - $226.9k
...the company's accounting operations, financial reporting, and internal controls framework... ...company, overseeing general ledger management, month‑end and quarter‑end close processes... .... Partner with Financial Planning & Analysis (FP&A) and Procurement to ensure alignment...Local areaFlexible hours2 days per week$150k - $170k
...Responsibilities As Assistant Controller, you will report to the Global Controller and will manage a team of 2-3 , overseeing the close process, reconciliations, flux analysis, payments, consolidations, etc. What You Bring 5-10 years audit/accounting experience Public...$125k - $207k
...and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Corporate Financial Planning & Analysis (FP&A) Overview Mastercard is seeking a high-impact Manager, Corporate FP&A to join its global finance organization...Full timePart timeWorldwideFlexible hours$163k - $269k
...Director, Financial Planning & Analysis Corporate FP&A Department within Worldwide Finance is responsible for financial planning, reporting and... ...decisions across business units. Role: Develop and manage driver based forecast models linking operational metrics...Full timePart timeWorldwideFlexible hours$170k - $185k
...Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class... ...Overview Reporting to the Director, Financial Planning & Analysis US, the Senior Manager, Financial Planning & Analysis will support and interface...Full timeTemporary workWork at officeLocal areaFlexible hoursShift work- ...plays a critical part in ensuring accurate financial results through ownership of revenue accounting, billing execution, cost analysis, and accounts receivable oversight. The... ...preparation of financial reporting packages and management dashboards Perform variance and trend...
$113k - $146.3k
Job Summary The Manager, Accounting is a highly experienced, strong individual contributor... ...across the organization’s general ledger, financial close process, and reporting functions.... ...eligibility requirements, local regulations, and plan terms. Specific benefit details...Local areaFlexible hours2 days per week- ...client, a well-established credit-focused investment fund, is seeking an Assistant Controller to support day-to-day fund accounting, financial reporting, audit coordination, and operational oversight. This hands‑on role offers strong visibility and responsibility in a...
- ...departments (2) senior accountants and (1) accounts payable accountant Managing the accounting and reporting of the Management Company and its... ...accuracy and completeness of our quarterly and annual financial statements by preparing, reviewing, and analyzing to ensure...
- ...thriving practices for the future. As a Management Services Organization (MSO), Spire provides... ...close, trial balance review, and P&L analysis for Spire’s Practice center service line... ...opportunities to improve close efficiency and financial reporting quality. Maintain strong...Local area
- ...A leading financial services firm in Darien, CT, is seeking an Assistant Controller to oversee senior accountants and manage financial reporting for corporate subsidiaries. The ideal candidate has a Bachelor's degree in Accounting or Finance and at least 7 years of finance...
- ...motivated candidate to join our talented Team. Job Title: Financial Systems Analyst Location: White Plains, NY... ...a strategic partner for the team, which includes Financial Planning and Analysis, Revenue Pricing and Analysis, Budgets, Accounting, and Treasury...
$99k - $266k
...Industry/Sector: Asset and Wealth Management Time Type: Full time... ...% The Opportunity As a Financial Services Tax - Real Estate... ..., focusing on strategic planning and mentoring junior staff.... ...strategic consulting for business analysis and profit sharing...Full timeH1bLocal area$150k
...guidance to clients on tax planning, compliance, and strategy. You... ...you will review and analyze financial data, prepare and file tax... ...services Leading project management initiatives in banking and capital... ...and financial statement analysis Cultivating relationships...Full timeH1b$75k - $95k
...are seeking a highly motivated Financial Accounting Specialist to join... ..., and long‑range strategic plan. The analyst will assist with... ...to report and inform senior management on strategic business decisions... ..., and financial analysis Prepare and analyze financial...Permanent employmentFull timeWork at officeLocal areaWorldwideShift work$171.6k - $392.1k
...SAP and non‑SAP systems. As a Senior Manager in Technology Business Analysis, you will be at the forefront of... ...Participate in client engagements from planning to execution and closure Manage... ...when needed to support your physical, financial, and emotional well‑being. Are you...Summer holidayFlexible hours$127.9k - $291.9k
...withholding engagements across all financial services sectors. We offer... ...and transaction taxes. Manage operations team by directing... ...solving skills. Strong data analysis capabilities. Ability to draft... ...coverage, pension and 401(k) plans, and a wide range of paid time...Summer holidayFlexible hours$180k - $200k
...Finance Manager Location: NYC - 2 days onsite Salary:... ...firm leadership and help shape financial strategy in a fast-growing, elite... ...monthly close, and variance analysis • Manage AP/AR, billing... ...process and support financial planning initiatives • Maintain...Immediate start
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