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Tri Counties Bank2 days ago

Financial Planning & Analysis Manager

$125,000–$155,000 year

On-site · Roseville, California, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Medium

Job Summary

Lead and manage FP&A functions including annual budget, reforecasting, and performance reporting. Own the EPM environment (Axiom), drive financial analyses, develop complex financial models, and track KPIs to support strategic growth. Supervise 2–4 financial analysts, translate financial results into actionable insights for senior leadership, and collaborate with department heads to maximize efficiency and automation in budgeting and reporting.

Required Qualifications

  • Bachelor’s Degree in Finance, Accounting, Economics, or related field
  • 5 – 8 years FP&A, accounting, and/or financial reporting experience
  • 1 – 3 years supervisory/management experience
  • CPA or CFA (Preferred)
  • Proficiency in Excel, data visualization (Power BI), and planning applications
  • Experience with budgeting, forecasting, and performance reporting
  • Strong communication and stakeholder management skills
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$125k – $155k / yr

Financial Planning & Analysis Manager · Tri Counties Bank

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