Finance Manager Planning, Budget, Strategy - Join Robert Half in San Francisco, CA

Robert Half is proud to present an exceptional career opportunity for a seasoned Finance Manager specializing in Planning, Budgeting, and Strategy in the heart of San Francisco, California. This pivotal role is designed for finance professionals who excel in strategic financial planning, advanced budgeting techniques, and driving organizational growth through data-driven insights. If you have expertise in financial modeling, Adaptive Insights, and leading cross-functional teams, this position offers the chance to shape the financial future of a dynamic organization while advancing your career with a leader in talent solutions like Robert Half.

About the Role

As the Finance Manager - Planning, Budget, Strategy, you will serve as the cornerstone of financial excellence, leading comprehensive planning efforts that align with long-term business objectives. Based in San Francisco, CA, this full-time position demands a strategic thinker capable of transforming complex financial data into actionable strategies. You will collaborate with senior leadership, department heads, and the Board of Trustees to deliver precise forecasts, insightful analyses, and robust financial models. This role is perfect for FP&A experts passionate about leveraging tools like Adaptive Insights to optimize budgeting processes and enhance decision-making. With Robert Half's backing, you'll gain access to cutting-edge resources and professional networks that propel your career forward in one of the nation's most vibrant financial hubs.

Key Responsibilities

Your impact will be immediate and profound. Key responsibilities include spearheading the annual budgeting cycle and rolling forecasts to ensure seamless alignment with organizational goals. You will consolidate budget inputs, crafting multi-year projections for revenue streams, operational expenses, staffing needs, and contribution margins. Developing KPIs, interactive dashboards, and performance metrics will be central to your role, enabling real-time monitoring across all departments.

Expect to dive deep into variance analysis, delivering detailed reports with strategic recommendations that influence key decisions. Financial modeling and scenario planning for major initiatives will showcase your analytical prowess, while creating compelling visual reports—charts, graphs, and executive summaries—will make complex data accessible to non-financial stakeholders. As the go-to financial advisor, you'll guide budget owners, conduct training on forecasting best practices, and establish governance policies. Additionally, you'll prepare board-level reports, streamline data systems for accuracy, ensure regulatory compliance, and even engage in community initiatives, embodying a holistic approach to financial leadership.

Required Qualifications

The ideal candidate brings a Bachelor's degree in Finance, Accounting, Business, or a related field, coupled with 5-7+ years of progressive experience in corporate financial planning and analysis (FP&A). Mastery of advanced Excel, financial modeling, and tools like Adaptive Insights or Anaplan is non-negotiable. You should demonstrate a proven history of managing multi-year budgets, conducting scenario analyses, and presenting to C-suite executives. Strong skills in data visualization (Tableau, Power BI), variance reporting, and ROI calculations are essential. Excellent communication, both written and verbal, along with the ability to train teams and foster financial literacy, will set you apart. Experience in non-profit, tech, or service industries is a plus, as is familiarity with San Francisco's dynamic market. A CPA, MBA, or CFA certification will strengthen your application.

Why Join Us at Robert Half?

Joining Robert Half means more than a job—it's a launchpad for your finance career in San Francisco. Enjoy a competitive salary starting at $100,000+, with potential for higher based on experience, plus comprehensive benefits including health coverage, 401(k) matching, PTO, and flexible hybrid work options. Our commitment to professional growth includes ongoing training, mentorship, and exposure to diverse industries. Thrive in a supportive, innovative culture that values work-life balance and community impact. For immediate consideration, connect with Leon Chang on LinkedIn. Robert Half: Where finance careers take flight. (Word count: 812)