FP&A Manager

Los Angeles Wealth Management is an independent wealth management firm advising families, business owners and retirees. We originate and service equipment loans for construction companies, farms and trucking fleets.

We are creating this position because the workload has grown. Los Angeles Wealth Management runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. We work hybrid out of Los Angeles, usually three days in, two days remote.

Job duties

• Improve forecasting processes and cut manual steps out of the model
• Track headcount and payroll costs against plan
• Reconcile forecast data with accounting after close
• Develop dashboards in Power BI or Tableau for leadership
• Support board deck preparation with charts and commentary
• Build and maintain the annual budget and quarterly forecast models

Who you are

• Comfortable presenting to non-finance managers
• Bachelor's degree in finance, accounting or economics
• Working knowledge of accounting and how the three statements connect

Why work with us

$66.50 to $82.00 per hour

• Free parking
• Flexible schedule

Los Angeles Wealth Management provides equal employment opportunities to all employees and applicants.

Applicants must be authorized to work in the U.S.

We are unable to sponsor visas for this position.

Duration: 6 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Los Angeles Wealth Management.