A Place for Mom is seeking a Senior Manager, Financial Planning & Analysis to own key components of the Company’s budgeting, forecasting, financial modeling, and management reporting processes.

This role combines strong business partnership with a hands-on approach to constantly drive improvement and efficiencies across the entire organization. The ideal candidate brings experience with established financial reporting infrastructure and enjoys bringing structure to complex data, strengthening processes, and developing creative, practical solutions. We are looking for a collaborative, resourceful professional who works independently, takes ownership, and proactively raises risks, challenges, and decisions that require support.

Key Responsibilities

Manage annual budgeting and monthly forecasting for assigned business areas, including developing and maintaining supporting financial models.

Partner with departmental leaders to understand business drivers, evaluate performance, and identify financial risks and opportunities.

Analyze key performance indicators, trends, and budget-to-actual variances, translating findings into clear insights and recommendations.

Prepare accurate and timely weekly, monthly, and quarterly reporting for management, and support internal and external reporting requirements.

Take ownership of financial models, data flows, and reporting processes, identifying root causes of inefficiencies, and implementing sustainable solutions.

Collaborate closely with operational teams to surface actionable insights and drive improved business outcomes through analytics.

Challenge existing approaches constructively and develop creative, practical ways to simplify work and improve business visibility.

Utilize business intelligence tools and explore appropriate applications of AI and automation to improve analysis and reporting.

Independently manage priorities and deliverables while communicating progress, flagging issues early, and seeking support when needed.

Deliver ad hoc analyses and support broader planning initiatives and evolving business needs.

Qualifications

3+ years of Financial Planning & Analysis experience

Experience in a public company or a large, complex private company with established budgeting, forecasting, and management reporting processes preferred.

Strong interpersonal and collaboration skills.

Proven track record of improving financial processes, models, or reporting capabilities, with measurable gains in accuracy, efficiency, or usability.

Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel and PowerPoint.

Experience working with business intelligence tools and data platforms; interest in or experience with AI and automation tools.

Resourceful, creative approach to problem-solving, with the judgment to balance immediate needs with sustainable improvements.

Strong interpersonal skills and a collaborative mindset, including a willingness to share knowledge and support team priorities.

Ability to work independently, take initiative, and recognize when to escalate issues, challenge assumptions, or ask for help.

Strong organizational skills, attention to detail, and commitment to accuracy.

Excellent verbal and written communication skills, including the ability to explain complex financial information clearly to nonfinancial audiences.

Ability to work from the NYC office two days per week for team collaboration preferred.

Education Requirements

Bachelor’s degree in Accounting or Finance required.

CPA preferred, but not required.

Additional Information

Compensation Base Salary: $135,000 - 155,000

Bonus: 20% of annual earnings

Benefits

401(k) plus match

Dental insurance

Health insurance

Vision insurance

Paid Time Off

About A Place for Mom

A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies.