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Senior Manager, FP&A

Pasadena, CA 91101

Posted: 06/24/2026 Job Titles: FIN - Manger of FP&A Job Number: 5798 Pay Rate: 170,000

Job Description


We are seeking a highly analytical and business-oriented FP&A Manager to support financial planning, forecasting, strategic decision-making, and performance management across the organization. The ideal candidate will have experience in corporate FP&A and/or strategic planning within a financial services environment and possess strong financial modeling, business partnering, and executive presentation skills. Experience with Fund Transfer Pricing (FTP) models is preferred.

This role will partner closely with senior leadership, business line leaders, Treasury, Accounting, and Risk teams to provide actionable insights that drive profitability, growth, and operational efficiency.

 

Key Responsibilities
  • Lead the annual budgeting, quarterly forecasting, and long-range planning processes
  • Develop and maintain financial models to support strategic initiatives, profitability analysis, and business performance evaluations
  • Analyze monthly financial results, identify key drivers and variances, and communicate insights to senior management
  • Prepare executive-level reporting packages, management presentations, and board materials
  • Partner with business leaders to evaluate new products, growth opportunities, pricing strategies, and investment decisions
  • Support enterprise-wide strategic planning initiatives and scenario analysis
  • Assist in developing and enhancing profitability measurement frameworks and key performance indicators (KPIs)
  • Collaborate with Treasury and Finance teams on balance sheet management and profitability analysis
  • Support and maintain Fund Transfer Pricing (FTP) methodologies and reporting processes, where applicable
  • Drive process improvements, automation, and enhancements to FP&A reporting and forecasting tools
  • Ensure consistency, accuracy, and integrity of financial data used for decision-making
  • Mentor and provide guidance to junior analysts as needed

 

Qualifications Required
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
  • 7+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Planning, or related financial analysis roles
  • Experience within a financial services organization, including banking, credit unions, wealth management, fintech, specialty finance, or other regulated financial institution
  • Strong financial modeling, forecasting, budgeting, and analytical skill
  • Advanced proficiency in Excel and financial reporting tools
  • Experience developing executive-level presentations and communicating financial insights to leadership
  • Strong business acumen and ability to translate financial data into strategic recommendations
  • Excellent communication, presentation, and stakeholder management skills

 

Preferred
  • Experience with Fund Transfer Pricing (FTP) models, methodologies, and profitability reporting
  • Experience supporting Treasury, Asset Liability Management (ALM), or balance sheet analytics
  • MBA, CFA, CPA, or other relevant professional certification
  • Experience with FP&A platforms such as Adaptive Planning, Anaplan, Oracle, Hyperion, or similar planning systems
  • Knowledge of financial institution performance metrics, profitability drivers, and regulatory consideration

Job Requirements

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Meet Your Recruiter

Raul Gonzalez
Manager, Executive Search

With almost 20 years’ experience in Accounting and Finance recruiting, Raul Gonzalez’s strong network and deep industry insights into the Los Angeles and Southern California market make him an exceptional thought partner to clients and candidates looking to better understand industry trends.

Raul’s recruiting experience spans multiple industries with particular expertise in consumer goods, tech, SAAS, real estate, and private equity. He has a bachelor’s degree in finance from California State University at Long Beach. He is also fluent in Spanish.

Raul volunteers for Big Brothers Big Sisters of Greater Los Angeles. He enjoys spending weekends paddleboarding with his wife and daughter.

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About Pasadena, CA

Ready to take the next step in your career? Explore our job opportunities in and around Pasadena, California! Known for its vibrant arts scene, diverse cuisine, and stunning parks like the Huntington Library and Gardens, this area offers an enchanting backdrop for professional growth. Don't miss the chance to work near iconic landmarks like the Pasadena Playhouse, visit world-class art galleries, and catch games at the Rose Bowl Stadium. Join us in embracing the irresistible charm and endless opportunities that Pasadena has to offer! Explore our job listings now and discover your next career move in this dynamic region.

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