First Book

Financial Planning and Systems Manager

First Book

full-time

Posted on:

Location Type: Hybrid

Location: Washington • District of Columbia • Washington • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $76,500 - $91,000 per year

Job Level

SeniorLead

About the role

  • Own the design, integrity, and ongoing improvement of Finance systems, management reporting, and planning processes.
  • Establish standards, controls, and best practices for financial data, reporting structures, and workflows.
  • Oversee the preparation, analysis, and interpretation of monthly, quarterly, and annual internal financial reports.
  • Ensure consistency, accuracy, and usability of management reporting for senior leadership and operating teams.
  • Develop dashboards and analytical tools that provide insight into performance, trends, and drivers of results.
  • Serve as the Finance lead and subject matter expert for financial systems and data-related initiatives.
  • Lead finance participation in organization-wide IT projects, system implementations, integrations, and upgrades.
  • Partner with IT and external vendors to define requirements, test solutions, and ensure successful adoption.
  • Own the annual operating budget and monthly forecast processes, including timelines, assumptions, models, and deliverables.
  • Coordinate closely with Accounting to support month-end close activities, ensuring alignment between actual results, forecasts, and management reporting.

Requirements

  • 7+ years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles.
  • Strong understanding of accounting principles, financial modeling, and management reporting.
  • Demonstrated expertise in financial and accounting systems, reporting tools, and data analysis.
  • Proven ability to independently own complex processes and deliver results with minimal oversight.
  • Excellent written and verbal communication skills, with the ability to influence without authority.
  • Strong analytical, organizational, and problem-solving skills.
Benefits
  • Eligibility for medical and dental insurance coverage, in accordance with plan terms.
  • Life Insurance and Accidental Death and Dismemberment (AD&D) coverage, subject to plan provisions.
  • Paid vacation leave, accrued in accordance with organizational policy.
  • Paid sick leave, provided in compliance with applicable federal, state, and local laws.
  • Up to twelve (12) paid holidays annually, subject to organizational schedule and business needs.
  • Eligibility to participate in the organization’s 401(k) retirement plan, including employer matching contributions, in accordance with plan documents.
  • Eligibility for an employer-provided parking stipend, subject to program guidelines and business needs.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisaccountingFP&Afinancial modelingmanagement reportingdata analysisfinancial systemsreporting toolsdashboardsanalytical tools
Soft Skills
communicationorganizational skillsproblem-solvinganalytical skillsinfluence without authorityindependenceleadershipcollaboration