Financial Planning and Analysis Manager

Financial Planning & Analysis (FP&A) Manager

An established financial services firm in Stamford, CT is hiring an FP&A Manager to lead its budgeting, forecasting, and financial analysis. This is a high-visibility role with direct exposure to senior leadership and a real seat at the table in how the business plans and makes decisions.

If you enjoy owning a process end to end, building clean models, and turning numbers into insight — not just reporting them — this is a great fit.

• Own the annual budgeting and ongoing forecasting process; build, maintain, and continuously improve the planning and forecasting models.
• Lead cash flow forecasting and provide clear visibility into how capital is being used.
• Analyze results against plan and forecast; identify trends and variances and translate them into actionable recommendations.
• Partner with leaders across the business to understand the drivers behind the numbers and support decision‑making.
• Build out reporting and light automation to make the process faster, cleaner, and more reliable.
• Support ad hoc financial analysis and leadership requests.

• 4–8 years of FP&A experience (budgeting, forecasting, modeling, variance analysis).
• Financial services industry experience strongly preferred.
• Advanced Excel modeling skills; experience with Access or BI/reporting tools is a plus.
• A hands‑on individual contributor who likes to own the work directly.
• Strong business acumen and communication skills; comfortable presenting to and partnering with senior stakeholders.
• Thrives in a fast‑paced, entrepreneurial environment.
• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

• Competitive base salary plus performance bonus.
• Hybrid schedule out of the Stamford, CT area.
• High‑impact, high‑visibility role with direct access to leadership and room to grow.

Local / Fairfield County, Westchester, and NYC-area commuters encouraged to apply. Applicants must be authorized to work in the U.S.