Note: The job is a remote job and is open to candidates in USA. National MI is a company seeking a Manager, FP&A - Budgeting & Sales Planning to support its integrated planning function. The role manages sales planning, forecasting, operating budgets, variance analysis, reporting, and process improvements while partnering with Sales, Finance, Human Resources, Operations, and other business leaders.
Responsibilities
- Manage the annual sales planning process, including production modeling, quota analysis, territory and coverage analysis, and preparation of planning materials for leadership review
- Manage recurring sales forecasting activities, including pipeline analysis, production trend analysis, sales productivity metrics, and performance reporting
- Partner with Sales leadership, Human Resources, and Finance to support analysis related to sales quotas, variable compensation structures, incentive plan performance, and sales productivity
- Maintain and enhance recurring sales analytics, dashboards, and reporting tools that provide visibility into lender activity, production trends, market penetration, pipeline performance, and sales team productivity
- Manage the annual operating budget and reforecast processes, including coordination with cost center owners, development of planning assumptions, preparation of budget templates, and review of budget submissions
- Analyze, interpret, and communicate actual-versus-budget and actual-versus-forecast variances across business units, projects, and cost centers through monthly, quarterly, and ad hoc reporting
- Partner with FP&A and business leaders to identify expense trends, forecast risks and opportunities, resource needs, and potential cost-saving opportunities
- Provide guidance to cost center owners regarding expense classification and coding related to invoices, Concur submissions, accruals, reclasses, journal entries and variance explanations
- Prepare financial analyses, presentations, reporting packages, and supporting materials for management, executive leadership, Board reporting, and other business reviews, as needed
- Evaluate trends in key performance indicators, benchmark performance against peers and industry trends, and identify emerging business risks and opportunities
- Identify opportunities to improve planning processes, reporting consistency, data quality, automation, and analytical capabilities across Sales Planning and FP&A
- Supervise, mentor, and develop team members and contribute to a collaborative, high-performing planning organization
- Perform ad hoc analysis and special projects, as needed
Skills
- Bachelor's degree or higher in Accounting, Finance, Economics, Business Analytics, or related field; or equivalent work experience
- Minimum of five years of experience in FP&A, sales analytics, sales planning, budgeting, financial modeling, or related analytical finance roles
- Strong financial modeling, analytical, problem-solving, and business-partnering capabilities
- Accounting and finance background with the ability to read, interpret, and analyze financial statements
- Advanced Microsoft Excel and PowerPoint skills required
- Experience as a Finance business partner with demonstrated ability to work effectively with Sales, Accounting, Human Resources, Operations, and business leaders
- Strong written and verbal communication skills, including the ability to prepare clear executive-level analyses, variance explanations, and presentations
- Highly self-directed, intellectually curious, and motivated to drive continuous improvement and process enhancement
- Organized and detail-oriented with the ability to manage recurring planning processes, implement controls, maintain data integrity, and meet tight deadlines in a dynamic environment
- Experience supporting sales forecasting, pipeline analysis, sales productivity metrics, budgeting, reforecasting, and variance analysis preferred
- People-management experience preferred, including experience mentoring and developing analysts or coordinating the work of cross-functional teams
- CPA, CFA, MBA, or other advanced credentials are a plus
- SQL, Python, Salesforce, Domo, Workday Adaptive Planning, Oracle NetSuite, or similar analytical and planning tools preferred
Benefits
- This is a remote position.
- Healthcare
- Life and disability insurance
- 401(k)
- Monthly allowance
- 20 days of PTO
- 10 paid Holidays
- Bonus and equity potential
Company Overview
Company H1B Sponsorship