Capital Markets Placement

Sr. Mgr, Finance, Planning, & Analytics

Capital Markets Placement$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Economics, Finance, Accounting, or related field.
  • 7-8 years of relevant financial planning, analysis, or accounting experience.
  • Demonstrated expertise in financial planning, timeline management, and executive-level presentation.
  • Strong analytical and problem-solving skills, with the ability to navigate ambiguity.
  • Advanced proficiency with spreadsheets, databases, ERP systems, and other analytical tools.
  • Ability to work across multiple data platforms and synthesize complex information.
  • Proven ability to lead and influence change through example.

Responsibilities

  • Drive customer and product profitability analytics with a focus on pricing, risk, and costs.
  • Partner with stakeholders to promote performance improvement initiatives across the organization.
  • Analyze market trends to identify risks and opportunities for strategic actions.
  • Provide a framework to facilitate quick decision-making while maximizing profitability.
  • Develop and enhance financial forecasting, budgeting models, and product costing systems.
  • Prepare financial business reviews to clarify organizational performance for leaders.
  • Help build and maintain technology systems that support analytics and reporting.

Benefits

  • Exposure to leadership and decision-making processes within the finance sector.
  • Opportunity to influence financial strategy in a fast-paced environment.
  • Engagement with cutting-edge financial systems and processes.
  • Professional growth through collaboration with cross-functional teams.
  • Minimal travel requirements, allowing for a balanced work-life interface.
Full Job Description
Summary:

The Senior Manager, Finance, Planning & Analysis plays a critical role in partnering with GSFS leadership to drive the profitability and operational excellence of GSFS finance and insurance (F&I) products and services. Reporting to the Senior Director of Accounting and Finance, this leader delivers high-impact financial insights, strengthens business performance through strategic partnership, and enhances planning, forecasting, analysis, and reporting capabilities across the organization.

Essential Responsibilities
  • Drive customer and product profitability analytics including but not limited to pricing, mix, risk, claims and cost.
  • Partner across the organization to educate and engage stakeholders on performance improvement initiatives.
  • Look around corners by tracking and analyzing market trends to evaluate risks and opportunities and instigate actions.
  • Provide leaders with a framework to help enable fast decision making while optimizing profitability.
  • Develop and enhance financial forecasting and budgeting models and as needed, supporting product costing and transaction sub systems.
  • Prepare financial business review updates to ensure leaders have clarity on business performance.
  • Participate in developing, building, and maintaining technology systems and implementing business process changes necessary to enable analytics and reporting.
  • Stay informed on technical insurance matters and the interpretation of authoritative Generally Accepted Accounting Principles (GAAP) and statutory accounting pronouncements; convert knowledge to ensure accurate income statement interpretation.
  • Be a strong influencer within the Accounting and Finance organization to improve processes, productivity and performance.
  • Work with key associates within the broader Friedkin Group. Serve as a contact between the business unit managers and corporate.
  • Coordinate and communicate, as needed, financial planning actions within GSFS and TFG companies.


Qualifications:

Education and/or Experience:
  • Bachelor's degree in Business, Economics, Finance, Accounting, or related field.
  • 7-8 years of relevant financial planning, analysis, or accounting experience.
  • Demonstrated expertise in financial planning, timeline management, and executive-level presentation.
  • Strong analytical and problem-solving skills, with the ability to navigate ambiguity.
  • Advanced proficiency with spreadsheets, databases, ERP systems, and other analytical tools.
  • Ability to work across multiple data platforms and synthesize complex information.
  • Proven ability to lead and influence change through example.
  • Experience in high-growth or fast-paced environments.
  • Strong communication skills, both written and verbal, including executive level financial storytelling and presentations.
  • Customer-focused mindset with strong internal/external stakeholder engagement.
  • Solid understanding of financial and performance metrics.

Preferred
  • CPA or CFA license (preferred but not required).
  • Knowledge of GAAP, SAP (Statutory Accounting Principles), and insurance/F&I regulatory requirements.
  • Experience with F&I products and industry-specific financial frameworks.


Compliance: Carries out responsibilities in accordance with the Company's Code of Business

Conduct, GSFS and FCI policies and operating standards and applicable federal and state laws.

Certificates, licenses, registrations*

Has a valid driver's license. Certified public accounting license preferred.

Physical requirement

The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the workday; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Work environment

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels.

TRAVEL REQUIRED

Minimal travel is required for this position (up to 10% of the time and on a domestic basis).

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About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

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