Financial Planning & Analysis Manager

IMA Financial Group

$110K — $137K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of FP&A, corporate finance, or financial reporting experience
  • Experience leading finance projects or team members
  • Strong financial modeling, forecasting, and analytical skills
  • Hands-on approach in a fast-paced, evolving environment
  • Excellent communication and organizational skills
  • Advanced Excel skills and familiarity with financial systems
  • Bachelor's degree in finance, Accounting, Economics, or a related field preferred

Responsibilities

  • Lead FP&A operations including forecasting, budgeting, and reporting
  • Manage and support the FP&A team, driving accountability and development
  • Enhance financial reporting processes and planning discipline
  • Collaborate with finance leadership to deliver financial insights
  • Coordinate monthly and quarterly financial review processes
  • Establish scalable FP&A processes and reporting standards
  • Work cross-functionally with Accounting, Treasury, HR, and operational teams

Benefits

  • Annual performance bonus
  • Stock purchase plan
  • Comprehensive medical, dental, and vision plans
  • Flexible spending accounts (FSA) and health savings accounts (HSA)
  • 401(k) retirement plan with company match
  • Paid time off and flexible work options
  • Sabbatical opportunities and paid holidays
  • Well-being stipend and professional development support
Full Job Description
We are seeking a hands-on FP&A leader to oversee the day-to-day operations of the FP&A function within a growing and evolving finance organization. This role will be responsible for facilitating monthly reporting, forecasting, budgeting, and variance analysis, while providing operational leadership and development support to the FP&A team.

The role will report to the Head of Corporate Finance, and partner closely with senior finance leadership including Finance Business Partners to build scalable processes, improve reporting quality, and create greater accountability across the organization.

Key Responsibilities
  • Lead day-to-day FP&A operations including forecasting, budgeting, monthly reporting, and variance analysis
  • Manage and support FP&A team members, helping drive accountability, prioritization, and development
  • Improve financial reporting processes and planning discipline
  • Partner with finance leadership and business partners to deliver actionable financial insights and support decision-making
  • Coordinate monthly and quarterly financial review processes
  • Help establish scalable FP&A processes, reporting standards, and operating rhythms
  • Collaborate cross-functionally with Accounting, Treasury, HR, and operational leadership teams

Qualifications
  • 5+ years of FP&A, corporate finance, or financial reporting experience
  • Prior experience leading projects, processes, or team members within a finance organization
  • Strong financial modeling, forecasting, and analytical skills
  • Ability to operate in a fast-paced, evolving environment with a hands-on approach
  • Strong communication and organizational skills
  • Advanced Excel skills and experience working with financial systems/reporting tools
  • Bachelor's degree in finance, Accounting, Economics, or related field preferred


Ideal Candidate Profile
  • High-performing FP&A Manager, Finance Manager, or experienced Senior Financial Analyst ready for broader ownership
  • Strong operator who enjoys building structure and improving processes
  • Self-starter comfortable working in a growing organization with evolving processes


Salary Range

$110,600-$137,800 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Similar Jobs

More Jobs at IMA Financial Group

More Finance & Insurance Jobs

Find similar Financial Planning & Analysis Manager jobs: