Plano, TX, 75026, USA
4 days ago
Financial Planning & Analysis Manager
Overview & Responsibilities At Republic Finance, we are building a leading consumer lending company. In business for over 60 years, we are proud to be a trusted lender online and via our branch network in over 250 communities across 16 states! We specialize in providing flexible lending solutions and incomparable customer service driven by our shared mission to pursue excellence for our team, our performance and ultimately our customers. Using digital technology, we are building solutions and experiences for our customers that ultimately drive growth and engagement for our business and will transform Republic Finance into a modern, fast-growing company! The Financial Planning & Analysis (“FP&A”) Manager plays a critical role in the budgeting and forecasting function of Republic Finance. The FP&A Manager is responsible for providing valuable financial insights, analysis, and guidance to support strategic decision-making and drive the overall performance of the company. This role works closely with various departments and senior management to develop budgets, forecasts, and financial plans and provides recommendations to improve business performance. You will also be responsible for the development and management of financial analysts as staffing opportunities allow. Job responsibilities are as follows: Build and manage financial models, forecasts, and annual budgets. Analyze and interpret financial data to identify trends, risks, and opportunities. Deliver accurate and timely financial reports and performance measurements to management and partners. Lead the annual budgeting process and work with department heads to develop departmental budgets, create financial projections, and advise on cost management decisions. Work with Treasury and capital markets teams to integrate budgets with capital strategies. Monitor and update forecasts throughout the year, incorporating changes in business decisions and conditions and financial performance. Identify areas for cost optimization and efficiency improvements. Conduct in-depth financial analysis to evaluate and project financial health and performance – of the overall business, business divisions, products, strategic plans, and individual corporate initiatives. Identify and communicate key business drivers and their expected impact on profitability, liquidity, solvency, leverage, capital returns, etc. Evaluate sources, uses, and needs of financial capital (and other capital resources, e.g., human capital). Track, report, and analyze ongoing performance measures through the life of any investments. Develop strong relationships and act as a trusted advisor to key partners, including senior leaders and, as appropriate, the executive team. Find opportunities to enhance financial planning processes and systems. Enhance methodologies to streamline processes, improve efficiency, and ensure data integrity. Manage, develop, and / or mentor a team of financial analysts as staffing opportunities allow. Provide guidance and support to team members. Foster a culture of dedication, teamwork, and continuous learning. Requirements Bachelor's degree in Economics, Finance, Accounting, Business Analysis, or a related technical field. Master's degree or equivalent experience or professional certification (e.g., CPA, CFA) is a plus. Proven experience (typically 5-8 years) in financial planning, forecasting, and budgeting. Strong financial modeling and analytical skills – both the creation of models and analysis from scratch and the maintenance or interpretation of models and analysis from others. Proficiency in using financial software and ERP systems is a plus. Deep understanding of financial statements, key financial metrics, and financial performance indicators. Working knowledge of accounting. Basic knowledge of or exposure to capital markets is a plus. Strong initiative, intellectual curiosity, and creativity with a keen business focus. Able to convert financial data into practical insights and recommendations. Excellent communication and presentation skills, with the ability to effectively communicate sophisticated financial concepts to non-financial partners. Strong leadership and people management skills, with the ability to empower and develop a team. Diligent and highly organized, with the ability to manage several priorities and meet tight deadlines. Intermediate project management skills. Forward looking demeanor with strong analytical approach and experience driving business & operational improvement, ability to work independently, think objectively, and interpret relevant themes from quantitative and qualitative data. Ability to thrive in a fast-paced and multifaceted environment, adapting quickly to changing business needs. Sophisticated user of Microsoft Office products, most notably Microsoft Excel and PowerPoint. Experience with SQL, PowerBI, Hyperion/Oracle/Essbase/PBCS is a plus. Benefits We offer a competitive compensation and benefits package including: Health, Dental, & Vision Insurance 15 days of Paid Time Off (PTO) to start + 1 additional personal holiday 401k + employer match Company provided Life Insurance & Long Term Disability Employee Assistance Program - Confidential mental health support Additional benefits with Republic Finance include: Employee of the Month Program Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society Regular drawings for Sports tickets Professional offices with a friendly team environment Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
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