FP&A Manager

About Gonzalez Wealth Partners:

The lending team focuses on SBA loans, working capital lines and commercial real estate. Mortgage brokers in Texas send us loans to underwrite, close and fund. The office closes early the day before major holidays.

Position summary:

We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. The FP&A Manager builds budgets, forecasts and monthly variance reports for operating leaders.

Job duties:

• Pull data from NetSuite, Salesforce and the data warehouse
• Present monthly results to operating leaders and explain key drivers
• Build and maintain the annual budget and quarterly forecast models
• Partner with department heads to understand spending and headcount plans
• Model pricing changes, capital projects and new business cases
• Develop dashboards in Power BI or Tableau for leadership
• Support board deck preparation with charts and commentary

What we're looking for:

• 8+ years of FP&A, corporate finance or public accounting experience
• Working knowledge of accounting and how the three statements connect
• Strong attention to detail in large models

Compensation and benefits:

• Referral program

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

This position requires a background check.

Duration: 3 months. Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Gonzalez Wealth Partners.