Senior Manager Financial Planning Analysis jobs in United States
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Cherry Bekaert ยท 15 hours ago

Senior Manager Financial Planning Analysis

Cherry Bekaert is a mission-driven organization seeking a Senior Finance Manager to shape financial strategy and support business units across the enterprise. This role involves collaborating with senior leadership to manage financial initiatives, develop operating budgets, and provide strategic guidance to enhance decision-making processes.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Collaborate with senior finance leaders to manage projects, schedules, and deliverables
Develop and prepare consolidated operating and program budgets; produce budget-to-actual reports and variance analyses
Advise business unit leaders on financial planning, resource allocation, and strategic priorities
Conduct quarterly financial reviews for leadership, including variance analysis and recommendations
Oversee compliance with organizational policies for revenue recognition, expense management, and procurement
Provide training and guidance to unit staff on financial reporting and expense tracking
Partner with HR and IT teams on staffing budgets and technology planning
Ensure accurate accounting entries, year-end accruals, and adherence to financial standards

Qualification

Financial reportingBudget managementVariance analysisAccounting softwareAdvanced ExcelJudgmentNonprofit experienceMicrosoft OfficeProject managementInterpersonal skillsOrganizational skillsIntegrity

Required

BA in Accounting, Finance, Business Management, or related field
9+ years in finance/accounting/business environment
3+ years managing operating and program budgets, financial reporting, and variance analysis
Strong organizational and project management skills
Excellent interpersonal skills; self-starter with minimal supervision
High integrity and sound judgment in handling sensitive financial data
Proficiency in accounting software (Microsoft Dynamics 365 or similar) and budgeting tools (BI360/Solver, Planful, Prophix, Vena, etc.)
Advanced Excel and Microsoft Office skills

Preferred

Nonprofit experience is a plus

Benefits

Impactful work supporting a respected, mission-driven organization.
Collaborative environment with opportunities to influence strategic decisions.
Flexible remote work policy (note: remote employees may not work from certain states or territories).

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

H1B Sponsorship

Cherry Bekaert has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Company data provided by crunchbase