Manager of Financial Planning & Analysis

Our client in the retail industry is looking for a Manager of Financial Planning & Analysis to join their team in Orange County


Job Description:

  • Oversee yearly budget process
  • Assist with balance sheet, income statement, cash flow, AP, Inventory and AR analysis
  • Create/maintain year end forecasts
  • Manage rebudgeting
  • Assist CFO with quarterly/seasonal and YET forecast and banking covenants
  • Prepare monthly/weekly financial reporting
  • Prepare monthly/biweekly financial metric reporting
  • Prepare monthly ecommerce financial reporting
  • Manage and develop yearly audit report
  • Assist with audits
  • Manage full circle financial reporting



  • MBA preferred
  • CPA license
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, accounting or related field and a minimum of 5 years’ relevant experience

Ref #22372

Alex RealManager of Financial Planning & Analysis