Financial Planning and Analysis Manager

At Portfolio Manager Consultancy Ltd, located in Lynn, Massachusetts, we are dedicated to driving financial excellence and innovative business solutions. As a growing consultancy firm, we prioritize expert financial oversight and strategic growth to empower our clients and stakeholders. We’re looking for a Financial Planning and Analysis Manager to join our dynamic team on-site, playing a critical role in shaping financial strategies that directly impact our company’s success and growth trajectory. This full-time position offers a competitive salary of $90,000 per year, along with comprehensive benefits including health insurance, paid time off, and a retirement plan. You will have the opportunity to advance your career through professional development and contribute to meaningful financial decision-making in a collaborative environment. Key Responsibilities Lead the financial planning and budgeting process ensuring all plans align tightly with organizational objectives and growth targets. Perform detailed financial analyses to identify trends, variances, and actionable insights that support executive leadership in decision-making. Prepare and present regular, clear financial reports with recommendations to stakeholders, enhancing transparency and accountability. Coordinate cross-departmental data collection to incorporate diverse insights into accurate and comprehensive financial forecasts. Manage budget allocation and tracking processes to ensure financial discipline and accountability across projects and departments. Support strategic business initiatives by developing advanced financial models and providing analytical insights that drive business growth. Develop and maintain robust financial systems and analytical tools to improve data accuracy and reporting efficiency. What We're Looking For Required: Bachelor's Degree in Finance, Business Administration, or a closely related field. Minimum of 5 years’ experience in financial management or analysis roles, with proven expertise in budget management and financial reporting. Strong proficiency in financial modeling techniques and advanced data analysis tools (e.g., Excel, financial software). Exceptional analytical, problem-solving, and communication skills to translate complex data into actionable business insights. Preferred: Experience working in consultancy or a fast-paced corporate environment. Familiarity with financial systems development and process improvement methodologies. Demonstrated ability to support strategic initiatives through financial planning and forecasting. What We Offer Comprehensive health insurance to support your well-being. Paid time off to maintain work-life balance and recharge. Retirement plan options to secure your financial future. Career development opportunities including training and mentorship programs. A collaborative, inclusive workplace culture that encourages innovation and growth. Frequently Asked Questions Is this position on-site or remote? This role is on-site at our Lynn, Massachusetts office to foster close collaboration with cross-functional teams. What is the salary range for this position? The salary is competitive at approximately $90,000 per year, aligned with industry standards for the Lynn area. What qualifications are essential? A Bachelor’s degree in Finance or related field and at least 5 years of financial analysis and management experience are required. Are there opportunities for career advancement? Yes, we prioritize professional growth and offer clear advancement pathways within our expanding organization. What financial tools should I be proficient in? Advanced Excel skills and familiarity with financial modeling software are essential for this role. Does the company provide benefits? Yes, we offer health insurance, paid time off, and a retirement plan as part of our comprehensive benefits package. For more information on financial planning careers in Massachusetts, visit the Massachusetts Finance Careers Portal