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About the Role
This role combines strong business partnership with a hands-on approach to constantly drive improvement and efficiencies across the entire organization. The ideal candidate brings experience with established financial reporting infrastructure and enjoys bringing structure to complex data, strengthening processes, and developing creative, practical solutions. We are looking for a collaborative, resourceful professional who works independently, takes ownership, and proactively raises risks, challenges, and decisions that require support.
Responsibilities
- Manage annual budgeting and monthly forecasting for assigned business areas, including developing and maintaining supporting financial models.
- Partner with departmental leaders to understand business drivers, evaluate performance, and identify financial risks and opportunities.
- Analyze key performance indicators, trends, and budget-to-actual variances, translating findings into clear insights and recommendations.
- Prepare accurate and timely weekly, monthly, and quarterly reporting for management, and support internal and external reporting requirements.
- Take ownership of financial models, data flows, and reporting processes, identifying root causes of inefficiencies, and implementing sustainable solutions.
- Collaborate closely with operational teams to surface actionable insights and drive improved business outcomes through analytics.
- Challenge existing approaches constructively and develop creative, practical ways to simplify work and improve business visibility.
- Utilize business intelligence tools and explore appropriate applications of AI and automation to improve analysis and reporting.
- Independently manage priorities and deliverables while communicating progress, flagging issues early, and seeking support when needed.
- Deliver ad hoc analyses and support broader planning initiatives and evolving business needs.
Requirements
- 3+ years of Financial Planning & Analysis experience
- Experience in a public company or a large, complex private company with established budgeting, forecasting, and management reporting processes preferred.
- Strong interpersonal and collaboration skills.
- Proven track record of improving financial processes, models, or reporting capabilities, with measurable gains in accuracy, efficiency, or usability.
- Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel and PowerPoint.
- Experience working with business intelligence tools and data platforms; interest in or experience with AI and automation tools.
- Resourceful, creative approach to problem-solving, with the judgment to balance immediate needs with sustainable improvements.
- Strong interpersonal skills and a collaborative mindset, including a willingness to share knowledge and support team priorities.
- Ability to work independently, take initiative, and recognize when to escalate issues, challenge assumptions, or ask for help.
- Strong organizational skills, attention to detail, and commitment to accuracy.
- Excellent verbal and written communication skills, including the ability to explain complex financial information clearly to nonfinancial audiences.
- Ability to work from the NYC office two days per week for team collaboration preferred.
Skills
- Financial Planning & Analysis
- Budgeting
- Forecasting
- Financial Modeling
- Management Reporting
- Microsoft Excel
- Microsoft PowerPoint
- Business Intelligence Tools
- Data Platforms
- AI and Automation Tools
Location
- NYC office
Work Type
- Hybrid
Experience Level
- Senior Manager
Education Level
- Bachelor's degree in Accounting or Finance required.
- CPA preferred
Salary/Compensations
- Base Salary: $135,000 - 155,000
- Bonus: 20% of annual earnings
Benefits
- 401(k) plus match
- Dental insurance
- Health insurance
- Vision insurance
- Paid Time Off
About the Company
- A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies.
- Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other.
- We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference.
- Our employees live the company values every day: Mission Over Me, Do Hard Things, Drive Outcomes as a Team, Win The Right Way, Embrace Change.
Equal Opportunity
- All your information will be kept confidential according to EEO guidelines.
- A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.