Financial Planning and Analysis Director jobs in Los Angeles, CA

Wedbush Securities is a full-service investment bank and brokerage firm headquartered in the financial district of downtown Los Angeles. Our accounting and finance department is seeking an experienced Manager, Financial Planning and Analysis who will be responsible for day-to-day and strategic directions of the FP&A department. The role will oversee budgeting, forecasting and planning.

Responsibilities include, but are not limited to:

• Work with our business systems team to design the FP&A process at Wedbush utilizing BOARD
• Manage the corporate financial planning process and create an annual operating plan
• Analyze financial performance vs. forecasts and effectively communicates results to management
• Develop processes and provides value-added insight into the design of initiatives to achieve financial objectives
• Leverage financial analysis and business knowledge to identify opportunities and threats to optimize results and drive decisions
• Prepare and manage financial reporting for Executive Management and Board of Directors
• Lead FP&A projects and participates in continuous improvement initiatives
• Partner with management to forecast for strategic initiatives
• Analyze key performance indicators
• Perform other duties as required and assigned

• BA/BS in Accounting, Finance, Business, or Economics with emphasis in Accounting/Finance preferred
• 7 years of experience in FP&A, with at least 2 years in a leadership role
• Experience in Financial Services industry, particularly broker/dealer, is preferred
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Strong analytical, problem-solving, and critical-thinking skills
• Strong leadership and management skills
• Ability to work independently
• Experience in BOARD software is a plus