FP&A Manager (Tustin)

Jobot
Tustin, CA
We are a growing organization seeking an FP & A Manager to join our team

This Jobot Job is hosted by: Melissa Todd
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $120,000 - $170,000 per year

A bit about us:

We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive.

Our culture is built on collaboration, accountability, and continuous improvement — where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment.

If you’re looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people.

Why join us?
  • Upward mobility
  • Positive company culture
  • Competitive benefits

Job Details

Job Details:

We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you.

Responsibilities:

  • Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations.
  • Develop and maintain annual budgets, reviewing them periodically to identify and explain variances.
  • Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management.
  • Implement and manage ERP systems, optimizing financial operations and processes.
  • Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance.
  • Work with the LOSS system, ensuring accurate and timely loss recognition and reporting.
  • Collaborate with other departments, providing financial guidance and support to drive business growth and profitability.
  • Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations.
  • Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment.
Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus.
  • Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry.
  • Proficiency in advanced Excel and financial systems is a must.
  • Experience with ERP implementation and LOSS system.
  • Strong understanding of financial analysis, income statements, annual budgets, and variance.
  • Excellent problem-solving skills, with the ability to handle complex financial data and situations.
  • Strong leadership skills, with experience in managing and mentoring a team.
  • Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders.
  • Detail-oriented, with strong organizational and time management skills.
  • Ability to work under pressure, managing multiple tasks and meeting tight deadlines.

Interested in hearing more? Easy Apply now by clicking the Apply button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Posted 2026-03-06

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