Overview

Financial Planning & Analysis Manager Job at RoundGlass – in Bellevue, WA

The private family office of an UHNW technology company founder in Bellevue is looking for a Financial Planning & Analysis (FP&A) Manager. As a manager of FP&A, you will be responsible for providing financial planning and reporting, including the preparation and reporting of the principal’s financial statements, financial metrics, budgets, and forecasts. You will also provide insights and sound business advice to the family office principal and family office executive leadership on best practices and trends in the family office’s business activities.

What you’ll do:
Our ideal candidate has a combination of tactical hands-on experience as well as high-level accountability and the capacity for overall financial stewardship of the family’s personal activities. A self-starter with strong financial modeling, analytics, and communications skills. We are looking for previous experience and the ability to operate in a fast-paced environment that demands accountability.

Drive the preparation of the annual operating budget. Communicate and achieve alignment with key stakeholders and functions across the family office.

Prepare and analyse budget vs. actual performance for various family office and household entities.

Prepare, analyse and report key financial and operating metrics to the family office principal and executive leadership team. Identify trends, track progress and make recommendations on areas for improvement or additional scrutiny.

Prepare reports, presentations, and dashboards and communicate relevant reporting to key constituents.

Provide creative alternatives and recommendations to reduce costs and improve financial performance.

Scrutinize all spending for accuracy and optimization

Drive process improvement and policy development initiatives

Drive the implementation of key financial planning systems.

Drive the preparation of the annual cash budget. Produce monthly cash outlook and present the same to key stakeholders.

Work with relevant stakeholder for any new procurement requests and relevant budget approvals. Help with vendor negotiation and procurement process.

Help with any ad hoc requests or requirements related to financial planning and/or accounting.

Skills needed:
Bachelor’s degree in Accounting, Finance, Economics or related field.

8+ years of relevant experience in accounting or finance with a minimum of 3 years in an FP&A role.

Significant experience in driving the preparation of the annual operating plan, preparing budgets, forecasts, sensitivity analysis and running financial models.

Advanced proficiency with Excel. Proficiency with Sage Intacct is a plus.

Ability to work independently with minimal supervision.

Ability to manage multiple priorities and ad-hoc requests in a fast-paced environment.

Excellent written and verbal communication skills.

The position requires a strong collaborator who can build and maintain cross-functional relationships with the entire family office team and most importantly the family office principal

Why RoundGlass:
RoundGlass was built on the vision that wellbeing should be at the very center of our life journey. We are not only reimagining how the world experiences wellbeing, but how companies (like our own) support the wellbeing of their people.

We’re a group of talented, socially-conscious, gritty, innovators using technology and human energy to create a vibrant wellness ecosystem. Together, we’ve built an amazing community and we are always looking for people who share our passion. To learn more, visit our Website, Facebook, Instagram and LinkedIn.

RoundGlass does not discriminate against race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

We rely on legitimate interest as a legal basis for processing personal information under the GDPR for purposes of recruitment and applications for employment.

About the Company

Company: RoundGlass –

Company Location:  Bellevue, WA

Estimated Salary:

About RoundGlass -