Manager or Senior Manager, Financial Planning

Job Title: Manager or Senior Manager, Financial Planning (Title DOE)

Internal Job ID: 10041638

Location: Pleasanton, CA (Hybrid, 3 days onsite)

Compensation: $160,500 - $192,950 (DOE) + Bonus & Benefits

The Company: Well-established, national retailer is seeking a Manager or Senior Manager of Financial Planning to join its corporate finance team. This Fortune 500 company operates thousands of locations across the U.S. and continues to grow year after year. With a strong culture of teamwork and professional development, this company provides opportunities for career growth and exposure to senior leadership. The environment is fast paced, highly collaborative, and focused on continuous improvement.

The Role: The Manager/ Senior Manager of Financial Planning will play a key role in long-term financial planning, forecasting, and executive reporting, working cross-functionally to influence business decisions at the highest levels. Reporting to the Senior Director of Financial Planning & Analysis, this individual will assist in managing the company’s full P&L and work closely with stakeholders across the organization to drive strategic decision-making.

Key Responsibilities

• Lead the annual budgeting and long-term financial planning processes
• Partner with cross-functional teams to develop financial targets and forecasts
• Deliver scenario analysis to provide financial insight and support strategic initiatives.
• Oversee bottom-up P&L calculations and collaborate with stakeholders to present a comprehensive financial view.
• Manage the weekly forecasting process and prepare executive-level financial summaries
• Analyze financial trends and key business drivers, providing insights to leadership
• Support Investor Relations and CFO teams with earnings guidance and financial projections
• Prepare weekly, monthly, and quarterly financial reports on business performance, inventory, and balance sheet metrics
• Develop presentations for executive leadership and board meetings
  
  

Qualifications

• 10-12+ years of FP&A experience in a fast-paced environment (retail experience a plus, but not required)
• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
• Strong expertise in financial modeling, budgeting, and forecasting
• Experience with EPM software (Hyperion, TM1, Cognos, SAP, etc.)
• Advanced Excel & PowerPoint skills
• Ability to analyze complex data sets, connect insights, and tell a compelling financial story
• Excellent communication & business partnering skills with an ability to collaborate across teams and present to executives
• Strong problem-solving mindset and ability to work in a fast-paced, evolving environment
  
  

Why consider this Opportunity?

• Career Growth – A company that invests in employee development
• High-Impact Role – Direct exposure to senior leadership on key financial strategies
• Collaborative Culture – A team-oriented environment that values innovation and learning
• Competitive Pay & Benefits – Comprehensive compensation package including bonus & hybrid work flexibility
  
  

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Job#123