Manager, FP&A

This is a remote position. Candidates should be based in the San Francisco Bay Area.

POSITION SUMMARY

The Manager, FP&A - Budgeting & Sales Planning, will play a pivotal role in National MI's integrated planning function by managing key analytical and process responsibilities across Sales Planning & Analytics and FP&A expense budgeting. The Manager will work closely with Sales leadership, Finance, Human Resources, Operations, and other business partners to ensure planning assumptions, forecasts, budgets, and performance metrics are accurate, transparent, and aligned. The role will serve as a key business partner in translating operational activity into actionable financial insights while helping improve planning processes, reporting capabilities, and analytical rigor across the organization.

The ideal candidate combines strong financial and analytical capabilities with excellent communication skills, a collaborative mindset, and the ability to manage multiple planning processes simultaneously in a fast-paced environment.

JOB DUTIES & RESPONSIBILITIES

• Manage the annual sales planning process, including production modeling, quota analysis, territory and coverage analysis, and preparation of planning materials for leadership review.
• Manage recurring sales forecasting activities, including pipeline analysis, production trend analysis, sales productivity metrics, and performance reporting.
• Partner with Sales leadership, Human Resources, and Finance to support analysis related to sales quotas, variable compensation structures, incentive plan performance, and sales productivity.
• Maintain and enhance recurring sales analytics, dashboards, and reporting tools that provide visibility into lender activity, production trends, market penetration, pipeline performance, and sales team productivity.
• Manage the annual operating budget and reforecast processes, including coordination with cost center owners, development of planning assumptions, preparation of budget templates, and review of budget submissions.
• Analyze, interpret, and communicate actual-versus-budget and actual-versus-forecast variances across business units, projects, and cost centers through monthly, quarterly, and ad hoc reporting.
• Partner with FP&A and business leaders to identify expense trends, forecast risks and opportunities, resource needs, and potential cost-saving opportunities.
• Provide guidance to cost center owners regarding expense classification and coding related to invoices, Concur submissions, accruals, reclasses, journal entries and variance explanations.
• Prepare financial analyses, presentations, reporting packages, and supporting materials for management, executive leadership, Board reporting, and other business reviews, as needed.
• Evaluate trends in key performance indicators, benchmark performance against peers and industry trends, and identify emerging business risks and opportunities.
• Identify opportunities to improve planning processes, reporting consistency, data quality, automation, and analytical capabilities across Sales Planning and FP&A.
• Supervise, mentor, and develop team members and contribute to a collaborative, high-performing planning organization.
• Perform ad hoc analysis and special projects, as needed.

SKILLS & KNOWLEDGE

• Bachelor's degree or higher in Accounting, Finance, Economics, Business Analytics, or related field; or equivalent work experience.
• Minimum of five years of experience in FP&A, sales analytics, sales planning, budgeting, financial modeling, or related analytical finance roles.
• Experience supporting sales forecasting, pipeline analysis, sales productivity metrics, budgeting, reforecasting, and variance analysis preferred.
• People-management experience preferred, including experience mentoring and developing analysts or coordinating the work of cross-functional teams.
• Strong financial modeling, analytical, problem-solving, and business-partnering capabilities.
• Accounting and finance background with the ability to read, interpret, and analyze financial statements. CPA, CFA, MBA, or other advanced credentials are a plus.
• Advanced Microsoft Excel and PowerPoint skills required; SQL, Python, Salesforce, Domo, Workday Adaptive Planning, Oracle NetSuite, or similar analytical and planning tools preferred.
• Experience as a Finance business partner with demonstrated ability to work effectively with Sales, Accounting, Human Resources, Operations, and business leaders.
• Strong written and verbal communication skills, including the ability to prepare clear executive-level analyses, variance explanations, and presentations.
• Highly self-directed, intellectually curious, and motivated to drive continuous improvement and process enhancement.
• Organized and detail-oriented with the ability to manage recurring planning processes, implement controls, maintain data integrity, and meet tight deadlines in a dynamic environment.

Base Salary: $126,000 - $160,600

*Posted Base Salary Range applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at

National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.