Top 45608 Finance/Insurance Manager Jobs

Manager, Financial Planning & Analysis
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Finance Manager
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3d
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4d
Regional Manager Finance
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Tax Manager
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Accounting Manager
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Accounting Manager
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Manchester Band of Pomo Indians —Point Arena, CA
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Finance Manager - Experienced in Auto Finance only
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11d
Finance Director
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Finance Manager
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Accounting Manager
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Accounting Manager
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Manager, Financial Planning & Analysis

Confidential
Remote

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Job Details

Full-time

Benefits

Stock options
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Work from home
Employee assistance program
Vision insurance
401(k) matching
Bereavement leave
Life insurance

Qualifications

Performance dashboard reports
Data model design
Financial forecasting
Power BI
Data visualization software proficiency
Microsoft Outlook
Financial model construction
Automation
Tooling
Dashboard creation
Dashboard creation support
Dynamic financial modeling
Prompt engineering
Change management
SQL
Business intelligence tools
Bachelor's degree
Task prioritization
Microsoft Teams
Data-driven problem-solving
Financial forecasting analysis
AI-driven automation
Cash flow budgeting
Query management
Cross-functional collaboration
Critical thinking
Technical Proficiency
Cross-functional communication
Data analysis software
Financial process automation

Full Job Description

Job Title: Manager, Financial Planning & Analysis

Status: Full-Time, Exempt

Reports To: VP of Financial Planning & Analysis

Direct Reports: 1-2 junior analysts (dotted-line or direct TBD)

Position Overview

We are seeking a high-performing Manager of Financial Planning & Analysis to join our Finance team. This role serves as a critical strategic partner to the VP of FP&A, leading forecasting, budgeting, and advanced analytical processes that drive executive decision-making across the organization.

The ideal candidate brings a proven track record in FP&A, hands-on expertise with SQL and Power BI, and a forward-thinking approach to leveraging AI tools, including the Microsoft Copilot suite, to elevate both the quality and velocity of financial insight. This is a senior individual contributor role with people leadership responsibilities: the right person has built the budget model, presented to the CFO, redesigned the monthly reporting package, and coached a team through a new tool rollout.

The analytical challenge here is real: you will help leadership understand the business in a nuanced, data-driven way and translate complexity into clear strategic direction.

Key Responsibilities

Financial Planning & Analysis

Lead the annual budgeting and quarterly forecasting processes, partnering with business unit leaders to ensure accuracy and alignment with company strategy
Develop and maintain dynamic financial models to support long-range planning, scenario analysis, and business case development
Build and maintain cash flow forecasting models, including short-term liquidity forecasts and long-range cash planning
Prepare monthly and quarterly financial packages including variance analysis, KPI tracking, and executive commentary
Identify trends, risks, and opportunities within financial results and communicate findings with clear, actionable recommendations
Support month-end close activities by providing FP&A input to the Controller's team

Data, Technology & AI

Build and maintain Power BI dashboards and reports that deliver clear, actionable financial insights to senior leadership
Write and optimize SQL queries to extract, transform, and analyze large datasets in support of financial reporting and ad hoc analysis
Leverage Microsoft Copilot and AI-powered tools to accelerate analysis, automate routine reporting tasks, and surface insights faster
Apply prompt engineering techniques to extract high-quality outputs from AI tools and integrate them into repeatable FP&A workflows
Critically evaluate AI-generated outputs before presenting to leadership-knowing when to trust, when to verify, and when to intervene
Champion adoption of AI and automation capabilities within the FP&A team, identifying opportunities to embed these tools into existing processes

Business Partnership & Leadership

Serve as a trusted business partner to cross-functional leaders in Accounting, Operations, and Sales, translating data into strategic narrative
Lead with insight and recommendation, not just reporting; the “so what” and “what next” matter as much as the “what happened”
Manage and develop 1-2 junior finance team members, coaching on analytical best practices and AI tool adoption
Drive continuous improvement in FP&A processes, tools, and reporting infrastructure

Required Qualifications

Experience & Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field
5+ years of progressive FP&A experience with a demonstrated record of measurable outcomes-be prepared to speak to specific results you have driven
Proven ability to operate independently in a fast-paced environment, managing competing priorities without sacrificing accuracy or timeliness
Experience building and maintaining cash projection and cash flow forecasting models, including short-term liquidity and long-range planning

Technical Skills

SQL: Advanced proficiency; able to independently query, join, and manipulate data across relational databases
Power BI: Advanced proficiency including data modeling, DAX formula development, and executive-ready dashboard design
Microsoft Copilot Suite: Demonstrated hands-on use across Copilot for Microsoft 365, Excel, Teams, Outlook, and Word; practical finance workflow application required
AI Tools: Active user with the ability to evaluate output quality, apply prompt engineering, and identify appropriate automation use cases
Excel: Expert-level financial modeling skills

Core Competencies

Insight-driven communicator: translates complex financial data into concise, compelling executive narratives
Analytical skeptic: applies rigorous critical thinking to data and AI outputs and does not present findings without verification
Intellectually curious: stays current on AI and finance technology and proactively brings new ideas to the team
Change agent: comfortable leading peers and stakeholders through process and technology transitions
Business-first mindset: builds cross-functional relationships and is seen as a trusted advisor

Preferred Qualifications

MBA, CPA, or CFA designation
Experience in distribution or consumer goods industries
Exposure to cloud data platforms (Snowflake, Azure Synapse, Databricks, or similar)
Python experience for finance automation: data cleaning, report generation, or modeling
Demonstrated experience piloting or scaling AI tools within a finance team

What We’re Looking For

This role is for a finance professional who is equally at home in a model and in a boardroom. You’ve built the budget, presented to the CFO, and redesigned the monthly package from scratch. You understand that AI sharpens FP&A judgment-it doesn’t replace it. You’re as likely to ask, “why does this number look wrong?” of an AI output as of a spreadsheet.

Beyond the technical requirements, we’re looking for someone who thrives in complexity. Our company operates in a market undergoing structural change, and Finance is at the center of navigating it. The best candidate won’t just report what happened-they’ll help leadership understand what it means and what to do next.

If that describes you, we’d like to talk.

Benefits Offering

401(k) - With Employer Matching
Stock Options
Holiday Pay
Paid Time Off
Work-Life Balance
Employer Provided Equipment
Employee Retail Discounts
Work From Home
Bereavement Leave
Health Insurance
Flexible Spending Account
Dental Insurance
Tuition Reimbursement
Vision Insurance
Employee Assistance Program
Life Insurance
Short and Long Term Disability

Work Location: Remote

Quick Apply

Refine Your Search

Finance/Insurance Manager jobs

Manager, Financial Planning & Analysis

Finance Manager

Senior Manager, GTM Finance

Finance Manager

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Finance Manager

Sr. Relationship Manager - Home Builder Finance (Work From Home)

Tax Manager

Accounting Manager

Accounting Manager

Staff Accountant

Finance Manager - Experienced in Auto Finance only

Finance & Administration Manager

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Finance Manager

Accounting Manager

Executive Director

Director of Real Estate & Development

Accounting Manager

Senior Amazon Advertising Manager

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