Financial Planning and Analysis Manager (Atlanta, GA)

Lewis James Professional

Financial Planning and Analysis Manager

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Financial Planning and Analysis Managerfor a direct hire opportunity with a financial services client.


  • Subject matter expert on planning, forecasting, and monthly reporting.
  • Leading a team of analysts and coordinating the development of monthly financial, operational, and portfolio reporting.
  • Communicating and presenting financial results and forecasts to executive leadership.
  • Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate financial reports and forecasts.
  • Develop and continuously improve forecasts and performance metrics .
  • Perform portfolio and financial analysis including variance analysis as well as estimation of cash flows, delinquency, returns, etc.
  • Support Accounting and Risk departments in ensuring integrity of data exported from the System of Record and via ad hoc research.
  • Support business operations through both identification and resolution of errors and continuous process improvements.
  • Ad Hoc projects to assist the risk, operations, sales, and executive teams.
  • Support Vice President of Finance in the fulfillment of department and company objectives.


  • Experience in Financial Services or related industry preferred, but not required.
  • 7+ years of experience in financial analysis or corporate budgeting/profit planning/forecasting, with experience leading a team of analysts.
  • Experience in vintage level forecasting and analysis preferred, but not required.
  • Demonstrated ability to be flexible and adaptive in a fast-paced and dynamic work environment.
  • Familiarity with GAAP.
  • Must have advanced Microsoft Excel skills (Microsoft Access experience a bonus).
  • Excellent written and verbal communication skills with experience presenting to executive leadership.
  • Must be detail oriented and highly analytical, with proven ability to identify and resolve problems.
  • Highly organized with ability to multitask, prioritize, and meet deadlines.
  • Must be a team player and possess top-notch organizational skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4069. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_4069. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V