Job Description

As a dynamic Manager of Financial Planning and Analysis , you will make a real impact on everyday lives, helping people thrive with innovative digital personal finance solutions. Reporting to our Director of FP&A in the PST or MST zones, you will shape financial strategies and drive analytics for informed business decisions, closely collaborating with business leaders in support of our Technology Organization. You will provide key insights and actionable recommendations to senior executives, ensuring data-driven financial and operational decisions. Embody true business partnership through collaboration, prompt decision-making, and alignment with strategic priorities.

About You

• Proactive and results-driven, you excel in fast-paced environments.
• Resilient and self-motivated, you are committed to continuous improvement and high-quality results.
• Possessing strong analytical skills, you effectively analyze data to uncover actionable insights that drive business decisions.
• Skilled in creating accurate and reliable reports that support transparent and informed decision-making for senior leadership.
• Optimistic and growth-minded, you thrive in collaborative settings and actively contribute to team success and strategic objectives.

What You’ll Do

• Be point person for driving monthly financial reporting for our Corporate Technology Shared Services departments.
• Lead annual budgeting process through collaboration with business leaders.
• Enhance financial efficiency and effectiveness with analytic support and actionable insights for business leaders.
• Analyze Procurement purchase requests and ensure adherence to policies and governance processes.
• Partner with business to help drive Corporate spending business allocation process.
• Be a subject matter expert on costs within the business and track key business metrics and KPIs to measure the health of the business, while proactively highlighting areas of risks and opportunity.
• Collaborate cross functionally with business and finance leaders to develop long-range planning models aligned with strategic vision and priorities.
• Supervise one Financial Analyst

Qualifications

What You’ll Bring

• Ownership, initiative, and demonstrate a relentless drive to achieve results.
• Resilient, self-motivated, and committed to process improvement.
• Passionate problem solver with an ability to assimilate large amounts of data into organized and digestible analysis.
• Upbeat, optimistic, and growth-minded.
• BA/BS in finance, accounting, or related field (MBA a plus).
• Strong financial modeling, analysis, and attention to detail. Highly proficient in Microsoft Excel and/or Google Sheets.
• Understanding of accounting treatments and expense recognition.
• Outstanding leadership, communication, teamwork, organizational, and interpersonal skills.
• Adaptable and quick to respond to changing business needs
• Critical thinker, questioning financial models and offering thoughtful alternatives.

Additional Information

** Additional information**

Achieve well-being with:

• Hybrid and work from home opportunities
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, Virgin Pulse, Talkspace, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect with other employees through our six employee resource groups

We are proudly offering hybrid options in the San Mateo, CA and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home.

Salary Range: $118,000 to $132,000 annually + bonus + benefits.

This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.

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