Manager, Finance Transformation & Reporting

The Role

We are seeking a highly analytical and detail-oriented Senior Financial Reporting Analyst to play a key role in strengthening the organization’s financial reporting and planning capabilities. This position will be responsible for preparing and enhancing internal and external financial reporting, supporting budgeting and forecasting activities, and driving improvements in reporting and accounting processes that increase efficiency, accuracy, and business insight.

This is an excellent opportunity for a finance professional who enjoys combining technical financial reporting expertise with process improvement and business partnership. This role offers significant visibility across the organization and the opportunity to collaborate with finance and operational leaders to deliver meaningful analysis, improve reporting workflows, and support strategic decision-making.

The ideal candidate is someone who thrives in a hands-on environment, takes ownership of deliverables, and is motivated by opportunities to improve processes and add value beyond the numbers. This is a hybrid opportunity in Phoenix.

What you will accomplish

Financial Reporting

• Prepare monthly, quarterly, and annual internal financial reports for leadership and business stakeholders.
• Prepare schedules and supporting documentation for external financial reporting, including audited financial statements, lender reporting, regulatory reporting, and other required disclosures.
• Ensure reporting deliverables are completed accurately, timely, and in compliance with GAAP, internal policies, and reporting requirements.
• Analyze financial results and prepare commentary for budget-to-actual, forecast-to-actual, and period-over-period variances.
• Assist in the preparation of management reporting packages and presentation materials for leadership.

Budgeting & Forecasting

• Support the annual budgeting process, including preparation of templates, consolidation of submissions, and analysis of budget assumptions.
• Prepare and maintain monthly and quarterly forecasts, working with business partners to update assumptions and identify financial impacts.
• Analyze budget and forecast variances and provide insights into performance trends.
• Assist with financial modeling and scenario analysis to support planning activities.
• Monitor organizational financial performance against budget and forecast expectations.

Financial Analysis & Business Support

• Provide meaningful analysis of financial and operational data to support executive decision-making.
• Partner cross-functionally with business leaders to evaluate performance metrics and recommend actionable insights.
• Prepare presentations and reports for senior leadership, finance committees, or the board as needed.

Process Improvement & Controls

• Identify and support improvements to financial reporting, budgeting, forecasting, and accounting processes.
• Strengthen and maintain internal controls related to reporting, budgeting, and forecasting processes.
• Develop and document procedures for key reporting and planning activities.
• Enhance reporting efficiency through automation, standardization, and improved use of financial systems.
• Develop and maintain reporting templates, process documentation, and procedures.
• Support implementation of system enhancements related to reporting and financial planning.

Cross-Functional Support

• Collaborate with accounting, finance, and operational teams to gather data and ensure accurate reporting.
• Support ad hoc financial analysis requests from leadership.
• Assist in developing metrics and reporting tools to improve business visibility and decision-making.
• Serve as a key finance resource for reporting and cost savings initiatives, systems enhancements, and process changes.

What we would like you to have

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA Preferred.
• 8+ years of progressive experience in financial reporting, corporate accounting, or FP&A.
• Strong knowledge of GAAP Financial Reporting and experience supporting budgeting and forecasting processes.
• Experience with financial reporting tools and business intelligence platforms, inclusive of advanced excel.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

You’re inspired by our values

• Altruistic - Our foundation is built upon the authentic, selfless concern we share for the success and wellbeing of others.
• Fair 360 - We illuminate with kindness by seeking to understand before being understood and by caring more than may seem reasonable so we can achieve genuine success for all.
• Strategic - The blueprint that guides the creation of a genuine place of purpose expresses the clarity of our vision, the rigor of our thought and the character of our word.
• Sincere - We present no facades, only genuine elevations of truth, trust, and wholehearted loyalty to the employees we mentor, the clients we serve and the communities we call home.
• Nimble - Our structural integrity is ensured through the balance of resourcefulness, responsiveness, and adaptability and strengthened by being well-rounded in the market to serve at the highest levels.

Compensation

Alongside cash, our total compensation package includes comprehensive benefits and 100% employee ownership. From wellness to work life, our benefits support our employees' total wellbeing.

Benefits

• Employee Stock Ownership Plan
• Discretionary annual bonus
  
• 401k with employer match
• Employee medical, dental, and vision insurance 100% covered, with options to add dependents at 50% coverage by Willmeng
• Flexible Time Off Policy
• 9 paid company holidays
• 3 consecutive weeks of parental bonding leave, with an additional 3-5 weeks of disability leave for delivery recovery
• Spacious break rooms with healthy meals & snacks provided at no additional cost
• Team-building activities, including volunteer opportunities