Senior Manager, FP&A

Our client in the financial services industry is looking for a Senior Manager FP&A to join their team in Orange County.


Job Description:

  • Manage the Corporate Forecast Model
  • Assist in preparation of quarterly deliverables for the Board of Directors, Senior Management and Earnings Call
  • Develop a complete understanding of the Company’s business lines and accounting methodologies
  • Help establish and maintain relationships with key stakeholders
  • Help advise Senior Management of the impact of various sources of capital
  • Perform monthly variance analyses of GAAP financial statements
  • Prepare quarterly and annual flux analyses of earnings
  • Help maintain a thorough understanding of U.S. GAAP
  • Perform various ad-hoc projects as needed, including external presentation support and performance reports for Senior Management



  • CFA and/or CPA
  • MBA or Masters of Accounting preferred
  • Experience in the financial services, real estate or related industries
  • Strong knowledge of GAAP
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Detail, deadline and goal-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance, economics or related field and a minimum of 5 years’ relevant experience
Jasmine AlasSenior Manager, FP&A