Manager, Strategy, Planning & Analytics (FP&A)

Beam

$130K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, or accounting preferred.
  • 5+ years of relevant experience in financial planning and analysis.
  • Strong understanding of financial principles and metrics.
  • Outstanding analytical and problem-solving skills with attention to detail.
  • Excellent writing and communication skills for stakeholder engagement.
  • Ability to produce high-quality deliverables under tight deadlines.
  • Proficient in Excel with strong modeling skills; data visualization skills a plus.

Responsibilities

  • Oversee the annual budget process and quarterly forecasts.
  • Assist in preparing board materials and addressing investor requests.
  • Review monthly financial statements and generate variance reports.
  • Develop complex and comprehensive financial models and forecasts.
  • Produce regular and ad-hoc reporting for stakeholders, covering operational and financial data.
  • Ensure accuracy and quality of data insights and conclusions.

Benefits

  • Health insurance coverage starting on your first day of work.
  • Retirement savings plan offered.
  • Paid parental leave for team members.
  • Support for educational assistance.
  • Access to mental health resources.
  • Paid holidays and paid time off (PTO).
Full Job Description
Job Title: Manager, Strategy, Planning & Analytics (FP&A)

FLSA Status: Exempt, Salaried

Location: New York, NY

Worksite Status:Onsite

As a Manager on the Strategy, Planning & Analytics team, you'll be working with operational and financial data to review performance and assess the operating strategy of each asset.

As a member on our team, you should be:
  • A passionate person who believes in helping others win by providing the resources and development necessary to grow.
  • An open-minded communicator who establishes clear, direct expectations for team members and provides an avenue for feedback that allows people to improve every day.
  • An empathetic operator who has an unwavering commitment to excellence and will persistently pursue the team's objectives.
  • Authentic. Bring your best self to work, let's do something amazing.
  • Flexible knowing and expecting that things change and that's what makes our business stronger.


What you will do:
  • Oversee annual budget process and quarterly forecasts.
  • Assist with board materials and other investor related requests.
  • Review monthly financial statements and produce variance reporting.
  • Produce complex and comprehensive models and forecasts.
  • Create weekly, monthly and ad-hoc reporting for the organization, ownership and investors; produce reporting that covers wide range of operational and financial data.
  • Ensure accuracy and quality of presented data, analytical explanations, and conclusions.


What you should have:
  • Bachelor's degree (preferably in finance, economics, accounting)
  • 5+ years of relevant experience
  • Strong understanding of financial
  • Outstanding analytical, problem-solving skills and attention to detail.
  • Excellent writing / communication skills; ability to influence and communicate with various stakeholders.
  • Ability to produce top quality deliverables, prioritizing under tight deadlines.
  • Drive for continuous improvement and ability to change; a desire to grow and take on ever increasing responsibility.
  • Strong Excel, modeling skills required; data visualization / programming skills a plus


What we offer:

We know that if we take care of our team, everything else will fall into place. We aren't perfect, but we will try to set very clear expectations, always let you know where you stand, and do everything in our power to help you get where you want to go.

Base Salary: $130,000 - $150,000

Exact compensation may vary based on skills, experience & location.

Benefits: Beam provides a variety of benefits to team members, including health insurance coverage eligibly on your first day of work, retirement savings plan, paid parental leave, educational assistance, mental health resources, paid holidays and paid time off (PTO).

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