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Manager Financial Planning Jobs in California (NOW HIRING)

The Manager will report to the Senior Director FP&A and interact frequently with other executives within Finance. The base salary range for this role is $125,800 - $206,650. The base salary range is ...

Manager FP&A

Irvine, CA ยท On-site

$100 - $130/hr

We are seeking a Financial Planning & Analysis (FP&A) Manager with strong analytical, financial modeling, and planning skills and the experience and ability to add significant value to the ...

Manager, FP&A

Brisbane, CA ยท 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 ...

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 ...

Senior Manager, Financial Planning & Analysis

San Jose, CA ยท On-site

$127K - $174K/yr

About the Opportunity The FP&A Manager will support the end-to-end close lifecycle for our San Jose operations, driving accuracy and efficiency across journal entry preparation, reconciliations, and ...

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Manager Financial Planning information

What does a manager financial planning do?

A Manager of Financial Planning oversees the budgeting, forecasting, and financial analysis processes within an organization. They are responsible for analyzing financial data, creating strategic financial plans, and providing recommendations to senior management to help guide business decisions. Additionally, they lead a team of financial analysts, ensure the accuracy of financial reports, and help set long-term financial goals for the company. This role requires strong analytical skills, attention to detail, and an understanding of business operations.

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

To thrive as a Manager Financial Planning, you need strong analytical skills, expertise in budgeting and forecasting, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP, and certifications such as CPA or CFA are typically required. Exceptional communication, leadership, and problem-solving abilities help you effectively guide teams and collaborate with stakeholders. These skills ensure accurate financial planning, enable sound decision-making, and drive organizational growth.

How does a manager financial planning typically interact with other departments within an organization?

A Manager Financial Planning frequently collaborates with various departments such as operations, sales, and human resources to gather financial data and align business strategies with financial goals. This role often involves leading cross-functional budgeting sessions, providing financial insights to support departmental decision-making, and ensuring that all teams remain within budgetary guidelines. Strong communication skills and the ability to translate complex financial concepts for non-financial teams are essential for success. Building strong relationships across departments helps drive organizational alignment and effective financial planning.

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

AspectManager Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often CPA or CFA, managerial experienceBachelor's or master's degree, CFA or CPA preferred
Work EnvironmentLeads teams, strategic planning, high-level decision makingAnalyzes data, prepares reports, supports decision-making
Employer & Industry UsageFinancial services, corporate finance, large organizationsInvestment firms, corporate finance, banking

The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.

What are the most commonly searched types of Financial Planning jobs in California?

The most popular types of Financial Planning jobs in California are:

What cities in California are hiring for Manager Financial Planning jobs?

Cities in California with the most Manager Financial Planning job openings:

Infographic showing various Manager Financial Planning job openings in California as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Manager Financial Planning & Analysis

Mobia Medical, Inc.

Newport Beach, CA โ€ข On-site

$113K - $148K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Job description

About Mobia Medical
Mobia Medical is a commercial-stage medtech company delivering breakthrough stroke recovery solutions. The company's Vivistimยฎ Paired VNSโ„ข Therapy is the first and only FDA-approved implantable solution designed to improve function in chronic ischemic stroke survivors with moderate to severe upper limb impairments. Vivistimยฎ Paired VNSโ„ข Therapy combines targeted vagus nerve stimulation with functional movement to promote neuroplasticity and improve the brain's ability to relearn motor skills. Mobia Medical is mobilizing patients, providers, and care partners to establish a better way forward in stroke care.
About the role
The Manager, Financial Planning & Analysis (FP&A) will play a key role in supporting Mobia Medical's continued growth as a public medical technology company. This position is responsible for financial planning, forecasting, budgeting, long-range planning, and business performance analysis, providing the insights and recommendations leaders need to make informed operational and strategic decisions.
Working closely with Finance leadership and cross-functional business leaders across Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions, the Manager will serve as a trusted finance business partner. This role is ideal for someone who combines strong financial and analytical capabilities with business acumen and enjoys translating complex financial information into clear, actionable insights.
What you'll do
Financial Planning & Forecasting
  • Manage the annual operating plan, quarterly forecasts, and long-range planning process.
  • Develop and maintain revenue, expense, cash flow, and headcount forecasts across the organization.
  • Coordinate monthly forecast updates, analyze variances, and identify financial risks and opportunities.
  • Partner with department leaders to develop budgets and forecasts aligned with strategic priorities and financial targets.

Business Partnership
  • Serve as a finance business partner to functional areas across the organization, including Commercial, Operations, R&D, Clinical, Marketing, G&A, and Corporate functions.
  • Provide financial analysis and guidance to support resource allocation, investment decisions, pricing initiatives, and strategic projects.
  • Support new product launches, commercial initiatives, and business expansion through financial modeling and analysis.
  • Build strong cross-functional relationships and help business partners understand the financial implications of operational decisions.

Executive & Board Reporting
  • Prepare monthly management and executive financial packages, KPI dashboards, and variance analyses.
  • Support the preparation of financial materials for Board of Directors and Audit Committee presentations.
  • Provide clear and actionable analysis of business performance, financial results, and key trends.
  • Respond to management requests for financial analysis and reporting.

Financial Analysis
  • Build and maintain financial models to support strategic initiatives, business planning, and capital allocation decisions.
  • Analyze revenue performance, gross margin, operating expenses, profitability, and other key financial and operational drivers.
  • Support the evaluation of business cases, acquisitions, partnerships, and investment opportunities through financial analysis.
  • Develop scenario analyses and sensitivity models to assess potential outcomes, risks, and opportunities.
  • Translate financial and operational data into meaningful insights and recommendations for business and Finance leadership.

Public Company Support
  • Partner with Accounting during monthly and quarterly close processes to reconcile actual results with financial forecasts and explain significant variances.
  • Support earnings preparation, investor relations activities, and financial analysis related to company guidance.
  • Collaborate with Accounting and Internal Audit to support SOX compliance, including documentation, execution, and maintenance of controls related to FP&A processes.
  • Assist with internal and external audit requests and provide financial analysis supporting SEC reporting, including quarterly fluctuation analysis.
  • Perform FP&A activities in accordance with established public-company governance, reporting, and internal-control requirements.

Process Improvement
  • Identify and implement opportunities to improve FP&A processes, forecasting accuracy, reporting efficiency, and analytical capabilities.
  • Develop and maintain scalable dashboards, reporting tools, and financial analyses.
  • Identify opportunities to automate recurring FP&A activities and improve the use of AI, financial systems, and data.
  • Support consistent budgeting, forecasting, reporting, and business analytics practices across the organization.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in FP&A, corporate finance, accounting, or a related finance function.
  • Experience with financial planning, forecasting, budgeting, and management reporting.
  • Strong financial modeling, analytical, and forecasting skills.
  • Experience partnering with business and functional leaders to support financial and operational decision-making.
  • Experience with financial planning systems and ERP platforms; NetSuite experience is preferred.
  • Advanced proficiency in Excel and PowerPoint.
  • Strong business acumen with the ability to connect financial results to operational drivers.
  • Excellent written and verbal communication skills, including the ability to clearly present financial information to business and Finance leaders.
  • Strong cross-functional relationship-building and influencing skills.
  • High attention to detail while maintaining an understanding of broader business objectives.
  • Strong project management, organizational, and prioritization skills.
  • Ability to manage multiple priorities and work effectively in a dynamic, rapidly changing environment.
  • Collaborative and proactive working style with a strong sense of ownership and accountability.

Preferred Qualifications
  • Experience working in or supporting a publicly traded company.
  • Medical device, healthcare, biotechnology, or life sciences industry experience.
  • MBA, CPA, or another relevant advanced degree or professional certification.
  • Experience with FP&A platforms such as Hyperion, Adaptive Planning, Anaplan, or similar systems.
  • Familiarity with business intelligence and data visualization tools such as Power BI or Tableau.
  • Experience supporting commercial organizations, including field sales teams.

Equal Opportunity Employer
Mobia Medical provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Benefits
Mobia Medical provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 18 paid company holidays per year.
Apply now