• Job Description

  Req#: FPAMA002033

  M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

  We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next FP&A Manager to join our team.

  SUMMARY:

  The FP&A Manager is part of our Finance department and will be primarily focused on data analytics, preparing and validating financial models in Excel and Power BI, supporting ad-hoc financial analysis, and acting as a key resource within the department. The successful FP&A Manager must be willing to learn, a highly motivated self-starter, and open to absorbing the nuances of managing and analyzing large data sets to draw meaningful conclusions. In addition to an exceptional analytical skillset, this FP&A position also requires an aptitude for financial analysis, accounting, and forecasting.

  RESPONSIBILITIES:

  • Develop and implement financial planning processes, reporting, and analytical tools for budgeting, forecasting, and short-term and long-term strategic and financial plans
  • Analyze financial and operational data to identify trends, risks, and opportunities for improvement
  • Collaborate with cross-functional teams to develop and track progress with key performance indicators (KPIs) and create management reports and dashboards to monitor business performance and to support decision making across the enterprise
  • Collaborate with Human Resources on Compensation and Headcount planning, providing analytics, modeling, forecasting and reporting to support data-driven hiring and ensuring efficient allocation of resources
  • Assist with the development of the Annual Budget and periodic forecasts and variance analysis
  • Assist in preparing business cases to support new investment, strategic and other business decisions
  • Review existing processes and procedures to develop recommendations for improvement efforts
  • Communicate results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations
  • Assist in the preparation of various Committee and Board materials
  • Other projects/work as assigned

  QUALIFICATIONS;

  • Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field
  • Advanced excel skills and the ability to build, understand, and follow complex models
  • Proficient in data modeling, data mining, econometric, and statistical procedures
  • Strong verbal, written, and interpersonal skills
  • A willingness to take ownership of the role and ability to partner with senior management to understand their needs and drive solutions from start to finish
  • Comfortable working collaboratively as part of a small team on a day-to-day basis
  • Detail oriented and analytically savvy
  • Capable of preparing and delivering accurate and logical presentations
  • Financial services experience preferred

  JOB CONDITIONS AND ENVIRONMENT:

  • Normal office environment/ desk assignment
  • Extensive use of PC's, computer terminal, display, keyboard, and mouse
  • Extensive hands-on work with documents, spreadsheets, presentations, and other written documents
  • Minimal Travel (

  This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

  M Financial is proud to be an equal opportunity Workplace.

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  M Financial Group is the leading life insurance distribution, service, and product organization serving high net worth individuals, executives and employers.

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