Sr. Mgr, Finance, Planning, & Analytics

External Description

Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future. This position is not eligible for employment visa sponsorship, and the company will not assume sponsorship obligations for existing visa holders.

LIVING OUR VALUES:

All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Summary:

The Senior Manager, Finance, Planning & Analysis plays a critical role in partnering with GSFS leadership to drive the profitability and operational excellence of GSFS finance and insurance (F&I) products and services. Reporting to the Senior Director of Accounting and Finance, this leader delivers high‑impact financial insights, strengthens business performance through strategic partnership, and enhances planning, forecasting, analysis, and reporting capabilities across the organization.

This role is responsible for:

The Senior Manager will also champion collaboration, communication, and financial education across GSFS and the broader Friedkin organization.

Essential Responsibilities

• Financial Planning & Analysis

  • Translate complex financial data into clear, concise, and actionable insights for executive audience.
  • Lead the development and enhancement of forecasting and budgeting models, integrating data from product costing, and other systems as needed.
  • Own key components of short‑term budgets and forecasts (e.g., compensation, sales general &administrative expenses, project costs) and lead full P&L planning for long‑range forecasts.
  • Build and maintain a unified internal reporting framework, including KPIs and dashboards that support fast, informed decision‑making and profitability optimization.
  • Navigate and integrate multiple data sources beyond the general ledger to improve accuracy, insight, and efficiency.

  Business Partnership & Performance Impact

  • Serve as a strategic partner to business leaders, providing analysis, recommendations, and financial guidance to strengthen performance.
  • Oversee financial aspects of major projects, including spend control, performance tracking, business case validation, and corrective action planning.
  • Expand knowledge across investment operations, portfolio management, credit ratings, and industry specific statutory requirements to provide cross functional coverage.

  Systems & Processes Improvement

  • Support the design, implementation, and maintenance of technology systems and business processes that enable best‑in‑class analytics and reporting.
  • Influence and collaborate across Accounting and Finance to drive process improvements, productivity gains, and operational excellence.

Qualifications:

Education and/or Experience:

• • Bachelor’s degree in Business, Economics, Finance, Accounting, or related field.
  • 7–8 years of relevant financial planning, analysis, or accounting experience.
  • Demonstrated expertise in financial planning, timeline management, and executive‑level presentation.
  • Strong analytical and problem‑solving skills, with the ability to navigate ambiguity.
  • Advanced proficiency with spreadsheets, databases, ERP systems, and other analytical tools.
  • Ability to work across multiple data platforms and synthesize complex information.
  • Proven ability to lead and influence change through example.
  • Experience in high‑growth or fast‑paced environments.
  • Strong communication skills, both written and verbal, including executive level financial storytelling and presentations.
  • Customer‑focused mindset with strong internal/external stakeholder engagement.
  • Solid understanding of financial and performance metrics.

  Preferred

  • CPA or CFA license (preferred but not required).
  • Knowledge of GAAP, SAP (Statutory Accounting Principles), and insurance/F&I regulatory requirements.
  • Experience with F&I products and industry‑specific financial frameworks.

Compliance: Carries out responsibilities in accordance with the Company’s Code of Business

Conduct, GSFS and FCI policies and operating standards and applicable federal and state laws.

Certificates, licenses, registrations*

Has a valid driver's license. Certified public accounting license preferred.

Physical requirement

The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the workday; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Work environment

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. While the job is generally performed in an office environment, the associate is occasionally exposed to wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate may be occasionally exposed to loud noise levels.

TRAVEL REQUIRED

Minimal travel is required for this position (up to 10% of the time and on a domestic basis).

The Friedkin Group and its affiliates are equal opportunity employers and maintain drug-free workplaces by conducting pre-employment drug testing.

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