Financial Planning and Analysis Director jobs in Fullerton, CA

Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Financial Planning and Analysis Manager
  • Econolite Group, Inc.
  • Anaheim, CA FULL_TIME
  • Econolite® is an innovator of Intelligent Transportation System (ITS) solutions, products, and services. Our technology is helping save lives and making the Smart City a reality. If you want to be at the forefront of this intelligent technology revolution, we want to talk to you about being part of our team. Econolite is committed to employing the best talent that will make significant contributions to building a safer, connected world. 

    Econolite’s ITS solutions ease traffic congestion, provide safer mobility, and improve quality of life. As the one-stop-shop leader for traffic management systems, sensor products, and services, Econolite is committed to the advancement of connected and autonomous vehicles, smart cities, and cybersecurity.

    The Financial Planning and Analysis Manager will report directly to the Vice President, Umovity Finance Americas and will lead the Finance team in providing strategic financial insights and driving informed decision-making across the organization. The candidate will be responsible for financial accounting tasks such as supporting monthly/periodic results and audits, and performing analysis, reporting, and presentations. In addition, the Senior Manager, Financial Planning and Analysis will oversee the budgeting, forecasting, and financial analysis processes, ensuring the accuracy and integrity of financial data, and collaborating with various departments to support the company's growth and profitability.

    DUTIES

    • Lead the development and execution of Econolite's financial plan, including budgeting, forecasting, and financial modeling.
    • Oversee the monthly closing process, ensuring accurate and timely financial reporting.
    • Participate in the review and analysis of actual results of operating budgets and prior year results.  
    • Develop and implement the annual budgeting and forecasting process, and analyze financial data and trends to identify risks, opportunities, and areas for improvement.
    • Prepare financial presentations and reports for senior management and the Board of Directors.
    • Collaborate with business partners across the organization to create accurate and achievable financial plans to inform strategic initiatives and investment decisions.
    • Partner with business unit leaders to develop financial strategies that support organizational goals and communicate financial information effectively.
    • Improves financial performance by interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance.
    • Assist in cash flow planning and cash management.
    • Develop and support Key Performance Indicators (KPI’s) to promote timely and effective decision making.
    • Manage and provide coaching, mentoring, and development opportunities to a team of financial analysts and ensure their professional development.
    • Stay up to date on industry trends and best practices in financial planning and analysis to ensure compliance with accounting standards and internal control framework. 
    • Participate in special projects and other projects as assigned, including automation efforts and other improvements to the reporting process/efforts, to streamline processes and increase efficiency and effectiveness of group’s reporting and financial analysis.

    QUALIFICATIONS

    • Bachelor’s degree in Accounting, Finance, Statistics, or equivalent experience required,
    • CPA or MBA preferred
    • 5 years of experience in financial planning and analysis, preferably within a manufacturing or technology company.
    • Strong understanding of financial principles, including budgeting, forecasting, and
    • financial modeling.
    • Proven track record of success in leading and developing a team.
    • Strong analytical and problem-solving skills with a strong attention to detail to identify and interpret complex financial data.
    • Strategic mindset with a focus on driving business performance and delivering
    • actionable insights.
    • Excellent verbal and written communication and interpersonal skills.
    • Proficient in Microsoft Excel and other financial modeling software.
    • Experience with Microsoft Dynamics 365 and/or Costpoint software highly preferred 
    • Strong understanding of GAAP and FASB principles and reporting requirements.

    PRE-EMPLOYMENT

    All candidates who accept employment will be subject to a background investigation and drug screening. For applicable roles, candidates who accept employment will also be subject to a Motor Vehicle/Driving Record screening.

    COMPENSATION

    The base salary range for this full-time position is $150,000.00 - $165,000.00 per year plus incentive and benefits. Salary ranges are determined by various factors, including role, experience, and location. The salary range displayed reflects the minimum and maximum target for new hire salaries for this position. Within the range, actual individual compensation is determined by various factors, including location, job-related skills, experience, and relevant education or training.

    DISCLAIMER

    The above statements are intended to indicate the general nature and level of work performed by employees within this classification. They are not designed to contain or be interpreted as an exhaustive list of all duties, responsibilities, skills, and qualifications required of employees assigned to this job.

    We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, marital status, lactation, ancestry/national origin, citizenship, age, disability, arrest and court records, military & veteran's status, Genetic Information & Testing, Family & Medical Leave, or any other classification protected by state or federal law.

    We prohibit Retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or otherwise oppose discrimination.

    An Equal Opportunity Employer - Non-Smoking Facility

     

  • 1 Month Ago

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Analyst, Financial Planning & Analysis (FP&A)
  • Southern Glazers
  • Cerritos, CA FULL_TIME
  • What You Need To KnowOpen your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and s...
  • 19 Days Ago

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VP Financial Planning & Analysis (18848)
  • Southern Glazers Wine & Spirits
  • Cerritos, CA FULL_TIME
  • What You Need To KnowOpen your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and s...
  • 3 Days Ago

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Analyst, Financial Planning & Analysis (FP&A)
  • Southern Glazer’s Wine and Spirits
  • Cerritos, CA FULL_TIME
  • What You Need To Know Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and ...
  • 1 Month Ago

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VP Financial Planning & Analysis - 18848 (FT)
  • Southern Glazers Wine & Spirits
  • Cerritos, CA FULL_TIME
  • What You Need To Know:Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and ...
  • 4 Days Ago

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Associate Director of Financial Aid
  • Southern California Institute of Technology
  • Anaheim, CA FULL_TIME
  • Description The Associate Director of Financial Aid is responsible for leading and overseeing the operation of the Financial Aid Department in supporting students to finance their education and ensuri...
  • 6 Days Ago

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0 Financial Planning and Analysis Director jobs found in Fullerton, CA area

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Chief Financial Officer (CFO) - Community Clinic
  • Wilmington Community Clinic
  • Los Angeles, CA
  • Job Description Job Description Join Wilmington Community Clinic! Have you ever wanted to be a part of something bigger?...
  • 4/27/2024 12:00:00 AM

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • La Habra, CA
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 4/27/2024 12:00:00 AM

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Chief Financial Officer
  • Bifrost Medicines LLC
  • Santa Monica, CA
  • Bifrost Medicines LLC is a startup biotechnology company focusing on developing novel small molecules focused on pathway...
  • 4/25/2024 12:00:00 AM

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CFO
  • GHJ
  • Los Angeles, CA
  • GHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Ou...
  • 4/25/2024 12:00:00 AM

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Chief Financial Officer
  • mindzUnite
  • Costa Mesa, CA
  • This is a great opportunity to join a company that just secured financing to accelerate their growth. They operate in th...
  • 4/24/2024 12:00:00 AM

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Chief Financial Officer
  • GHJ Search and Staffing
  • Los Angeles, CA
  • Job Description Job Description Interim Chief Financial Officer We have partnered with a leading Private Equity Firm spe...
  • 4/23/2024 12:00:00 AM

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Chief Financial Officer
  • Dental Health Services
  • Anaheim, CA
  • Job Description Job Description You will contribute to the strength of our team approach to collaborative dental health....
  • 4/23/2024 12:00:00 AM

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Chief Financial Officer (Food and Beverage)
  • Preston Harris Group
  • Pasadena, CA
  • Job Description Job Description Chief Financial Officer A market leading company in the food and beverage industry is lo...
  • 4/23/2024 12:00:00 AM

Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161. Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$206,882 to $305,966
Fullerton, California area prices
were up 3.2% from a year ago

Financial Planning and Analysis Director in Columbus, MS
If finance tries to meet every demand, including those that add little value, the quality of the analysis will suffer and strain limited resources.
December 12, 2019
Financial Planning and Analysis Director in Pocatello, ID
Generally speaking, the FP&A manager will be in charge of the processes that support an organization’s business health and strategy, and ensure basic financial survival.
February 10, 2020
Financial Planning and Analysis Director in Syracuse, NY
In other words, FP&A is about anticipation – making sure you get answers to questions that link planning and analysis to choices and strategic business decisions.
February 04, 2020