Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Position Type Full Time

Description

Job Purpose: The Financial Planning & Analysis Manager at LENBROOK SQUARE FOUNDATION INC will serve as a trusted financial partner to executive and operational leadership. This role involves analyzing monthly, quarterly, and annual financial performance, identifying trends and variances, recommending corrective actions, and supporting informed business decisions.

• Analyze financial performance on a monthly, quarterly, and annual basis to provide insights to executive and operational leadership.
• Identify financial trends and variances, and recommend corrective actions to ensure alignment with business objectives.
• Support informed business decisions by providing detailed financial analysis and insights.
• Collaborate with various departments to gather financial data and ensure accuracy in reporting.
• Develop and maintain financial models to forecast future financial performance and support strategic planning.
• Prepare and present financial reports to executive leadership, highlighting key findings and recommendations.
• Assist in the budgeting process by providing financial insights and forecasts to guide resource allocation.
• Monitor financial metrics and KPIs to assess the financial health of the organization and suggest improvements.
• Ensure compliance with financial regulations and standards in all financial reporting and analysis activities.

Qualifications

Required Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field from an accredited college or university. Required Experience: Minimum of five (5) years of progressive experience in financial planning and analysis, budgeting, forecasting, and financial reporting. Experience in analyzing monthly, quarterly, and annual financial performance. Proven track record of identifying financial trends and variances. Experience in recommending corrective actions to support informed business decisions. Required Skills and Abilities: Strong analytical skills with the ability to interpret complex financial data. Excellent communication skills to effectively serve as a trusted financial partner to executive and operational leadership. Proficiency in financial modeling and forecasting techniques. Ability to work collaboratively in a team environment and influence decision-making processes. High attention to detail and strong organizational skills. Advanced proficiency in financial software and Microsoft Office Suite, particularly Excel.