1

Manager Financial Planning Analysis Jobs in San Ramon, CA

... management and Board level discussion. • Lead monthly analysis on store contribution that ... financial analysis and planning group) • Strong analytical ability - must be able to synthesize ...

Manager Financial Planning and Analysis

Alameda, CA · On-site

$119K - $157K/yr

  • Medical

  • Retirement

As an FP&A Manager, you will be responsible for ADC Global Third-Party Manufacturing (TPM) financial consolidation, analytics, and project management across all TPM sites in North America, Europe ...

Manager Financial Planning and Analysis

Alameda, CA · On-site

$119K - $157K/yr

  • Medical

  • Retirement

As an FP&A Manager, you will be responsible for ADC Global Third-Party Manufacturing (TPM) financial consolidation, analytics, and project management across all TPM sites in North America, Europe ...

The FP&A Manager will support planning for key business processes and requires strong financial reporting, forecasting, planning and modeling skills and excellent communication and collaboration ...

Manager, FP&A

Brisbane, CA · On-site

$146K - $183K/yr

The FP&A Manager will support planning for key business processes and requires strong financial reporting, forecasting, planning and modeling skills and excellent communication and collaboration ...

Showing results 21-40

Manager Financial Planning Analysis information

See San Ramon, CA salary details

$68.2K

$135.2K

$176K

How much do manager financial planning analysis jobs pay per year?

As of Aug 17, 2026, the average yearly pay for manager financial planning analysis in San Ramon, CA is $135,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,900.00 and $154,800.00 per year, depending on experience, location, and employer.

What is a manager financial planning analysis?

A Manager of Financial Planning and Analysis (FP&A) is responsible for overseeing a company's budgeting, forecasting, and financial analysis processes. They work closely with senior management to provide insights that drive business decisions, improve financial performance, and support strategic planning. This role typically involves analyzing financial data, preparing reports, and presenting recommendations to leadership. FP&A managers also help identify trends, risks, and opportunities to ensure the organization's financial health.

How does a manager financial planning analysis typically collaborate with other departments to support business decision-making?

A Manager of Financial Planning and Analysis (FP&A) works closely with various departments such as operations, sales, and marketing to gather data and insights that inform financial forecasts and budgets. They facilitate cross-functional meetings to understand business needs, align financial strategies, and provide actionable recommendations. Effective communication with department heads ensures that financial plans are realistic and support overall organizational goals. This collaborative approach helps drive informed business decisions and strengthens the company’s financial performance.

What are the key skills and qualifications needed to thrive as a manager financial planning analysis, and why are they important?

To thrive as a Manager Financial Planning Analysis, you need strong analytical skills, advanced knowledge of financial modeling, and a background in finance or accounting, typically supported by a bachelor’s or master’s degree and often a CPA or CFA certification. Expertise in financial planning software such as Hyperion, SAP, or Oracle, and advanced proficiency in Excel, are essential technical requirements. Excellent leadership, communication, and problem-solving skills help build effective teams and convey complex financial insights to stakeholders. These skills and qualities are crucial for driving strategic decision-making, ensuring accurate forecasting, and supporting organizational financial health.

What is the difference between Manager Financial Planning Analysis vs Financial Analyst?

AspectManager Financial Planning AnalysisFinancial Analyst
ResponsibilitiesOversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial modelsPerforms data analysis, prepares reports, and supports budgeting processes
Required CredentialsBachelor's degree in finance, accounting, or related field; often MBA or CPA preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentCorporate finance departments, often in larger organizationsFinancial services firms, corporations, or consulting firms

While both roles require strong financial analysis skills and relevant credentials, the Manager Financial Planning Analysis typically leads teams and handles strategic planning, whereas the Financial Analyst focuses on data analysis and reporting to support decision-making.

What are the most commonly searched types of Financial Planning Analysis jobs in San Ramon, CA?

The most popular types of Financial Planning Analysis jobs in San Ramon, CA are:

What job categories do people searching Manager Financial Planning Analysis jobs in San Ramon, CA look for?

The top searched job categories for Manager Financial Planning Analysis jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Manager Financial Planning Analysis jobs?

Cities near San Ramon, CA with the most Manager Financial Planning Analysis job openings:

$126K - $160K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 4 days ago


Job description

This is a remote position. Candidates should be based in the San Francisco Bay Area.
POSITION SUMMARY
The Manager, FP&A - Budgeting & Sales Planning, will play a pivotal role in National MI's integrated planning function by managing key analytical and process responsibilities across Sales Planning & Analytics and FP&A expense budgeting. The Manager will work closely with Sales leadership, Finance, Human Resources, Operations, and other business partners to ensure planning assumptions, forecasts, budgets, and performance metrics are accurate, transparent, and aligned. The role will serve as a key business partner in translating operational activity into actionable financial insights while helping improve planning processes, reporting capabilities, and analytical rigor across the organization.
The ideal candidate combines strong financial and analytical capabilities with excellent communication skills, a collaborative mindset, and the ability to manage multiple planning processes simultaneously in a fast-paced environment.
JOB DUTIES & 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 & KNOWLEDGE
  • 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.
  • 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.
  • Strong financial modeling, analytical, problem-solving, and business-partnering capabilities.
  • Accounting and finance background with the ability to read, interpret, and analyze financial statements. CPA, CFA, MBA, or other advanced credentials are a plus.
  • Advanced Microsoft Excel and PowerPoint skills required; SQL, Python, Salesforce, Domo, Workday Adaptive Planning, Oracle NetSuite, or similar analytical and planning tools preferred.
  • 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.

Base Salary: $126,000 - $160,600
*Posted Base Salary Range applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at https://www.nationalmi.com/career-benefits/.
National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.