Financial Planning & Analysis Manager

Job DescriptionJob Description

The Financial Planning & Analysis Manager is responsible for the company’s financial projections and analysis of past performance. The position serves as a strategic partner to leadership and business units for data-driven decision support and process improvements to optimize transparency and financial performance.

• Own, maintain, and improve the corporate financial model
• Lead the company’s budgeting, forecasting, and long-range planning processes
• Develop financial models to support strategic planning and growth initiatives
• Forecast short- and medium-term cash position
• Integrate a wide range of financial and operational data to provide variance/lookback analysis with actionable recommendations
• Collaborate with IT and leadership to maintain an appropriate stack of finance and reporting software and processes
• Lead results discussion with leadership team
• Independently identify and execute on opportunities for business and process improvement
• Assist in preparation of board and investor materials
• Maintain debt covenant calculations
• Build and mentor team
• Perform ad hoc analysis as needed

Requirements

• Bachelor’s degree, preferably in finance or accounting
• 5+ years of experience including at least two years of finance or accounting
• Advanced Excel financial modeling
• Strong communication and presentation skills
• Advanced skills in reporting, analysis, and data management tools a plus
• Adaptable, curious, and growth-oriented
• Organized, reliable, and attentive to detail

Work Environment - Conditions vary and include:

• Travel as needed.
• Controlled office environment

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift to 15 pounds at times.

Benefits

• Salary, Exempt
• Unlimited PTO
• Paid Holidays
• Insurance: Major medical, dental, and vision for employee and dependents
• Short-Term, Long-Term , and Life Insurance
• 401(k) Retirement Plan with an Employer Match
• Company Credit Card
• Cellular Reimbursement - $100/month
• Company Stock

EEO Statement:

Streamline Innovations, Inc. is an Equal Opportunity Employer (EEO) and provides equal employment opportunities to all employees and applicants for employment without regard to , , , , , , or genetics. In addition to federal law requirements, Streamline Innovations, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.