Commercial Finance Manager

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

The role

Waltham Planning Group runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. We are headquartered in Waltham and have been hiring remotely since 2020. This is a long-term contractor role, paid monthly in USD. Core hours are 9:00 AM to 1:00 PM US Eastern. We talk mostly in Slack and hop on quick calls when something needs discussing.

Responsibilities

Present monthly results to operating leaders and explain key drivers. Develop dashboards in Power BI or Tableau for leadership. Partner with department heads to understand spending and headcount plans. Improve forecasting processes and cut manual steps out of the model. Track headcount and payroll costs against plan. Support board deck preparation with charts and commentary. Update KPIs such as gross margin, CAC and revenue per employee.

Minimum qualifications

8-10 years of FP&A, corporate finance or public accounting experience. Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models. Experience building budgets and forecasts. Strong attention to detail in large models. Clear written commentary for monthly reporting. Comfortable presenting to non-finance managers.

Benefits

Monthly payments via wire transfer or Wise. Company laptop.

Tell us your notice period and what salary you are looking for.

Duration: 6 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..