POSITION SUMMARY
The Financial Planning and Analysis (FP&A) Manager for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Senior Vice President, Accounting. The FP&A Manager is responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The FP&A Manager must have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.
ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain complex financial models to support decision-making across the organization.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
- Lead and support the monthly financial reporting process, including variance analysis and management reporting.
- Prepare ad-hoc financial analyses and reports as needed to support decision-making.
- Continuously improve financial processes and systems to enhnace efficiency and accuracy.
- Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
- Other duties as assigned.
In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.
