Jobot
Tustin, California
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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
VantageDeluxeWorldTravel
Boston, MA
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside free annual international travel opportunities, we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include:
Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans
3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days
401K with generous employer match
Tuition Assistance Program
Telecommuting and flexible work arrangements depending on position
Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts
90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes
Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers. This is not a remote position. Job Responsibilities:
Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations
Help manage the weekly rolling-multiyear budgets and forecasting process
Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting
Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc.
Maintain the data uploads to ensure our systems have accurate information
Build and maintain reporting for Deferred and Direct Marketing
Data analysis and interpretation of results
Assurance of data integrity, accuracy, and consistency
Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system
The FP&A team provides support to the company at large, so tasks can vary depending on business need
Qualifications:
We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team
Strong quantitative, analytical, critical thinking and problem solving skills
Ability to analyze and synthesize data in a concise and clear manner
We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university
Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames
Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable.
Financial literacy and understanding of financial statements
Excellent communication skills in both oral and written settings
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside free annual international travel opportunities, we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include:
Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans
3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days
401K with generous employer match
Tuition Assistance Program
Telecommuting and flexible work arrangements depending on position
Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts
90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes
Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers. This is not a remote position. Job Responsibilities:
Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations
Help manage the weekly rolling-multiyear budgets and forecasting process
Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting
Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc.
Maintain the data uploads to ensure our systems have accurate information
Build and maintain reporting for Deferred and Direct Marketing
Data analysis and interpretation of results
Assurance of data integrity, accuracy, and consistency
Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system
The FP&A team provides support to the company at large, so tasks can vary depending on business need
Qualifications:
We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team
Strong quantitative, analytical, critical thinking and problem solving skills
Ability to analyze and synthesize data in a concise and clear manner
We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university
Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames
Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable.
Financial literacy and understanding of financial statements
Excellent communication skills in both oral and written settings
