Who is Trace3?
Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.
Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!
Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.
Ready to discover the possibilities that live in technology?
Come Join Us!
Street-Smart - Thriving in Dynamic Times
We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.
Juice - The “Stuff” it takes to be a Needle Mover
We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.
Teamwork - Humble, Hungry and Smart
We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.
ABOUT THE ROLE:
We are seeking a highly strategic Senior Manager, Financial Planning and Analysis to lead core FP&A processes and serve as a key thought partner to senior business and finance leadership. This role owns major components of the company’s financial planning, forecasting, and performance management framework, translating complex financial and operational data into clear insights that inform executive decision‑making. The Senior Manager will lead advanced financial modeling, guide cross‑functional stakeholders, and proactively identify risks and opportunities in a fast‑paced, Private Equity‑backed environment, while managing and developing a high‑performing team of analysts. This role will own FP&A motions, lead business performance narratives, and shapes decisions. Our ideal candidate has strong financial acumen, analytical skills, and strategic thinking in a fast-paced Private Equity backed company.
WHAT YOU'LL DO:
- Own and drive the key components of the Annual Operating Plan (AOP), rolling forecasts, and multi‑scenario modeling, including framing assumptions, trade‑offs, and recommendations for senior leadership decision‑making.
- Lead the financial narrative for executive leadership, including preparation of materials and insights for Executive Leadership Team and Board‑level reporting, as required.
- Oversee monthly, quarterly, and annual reporting package creation and accuracy.
- Act as the primary FP&A partner to senior functional leaders, influencing strategic and operational decisions through data‑driven insights and financial expertise.
- Develop financial models to support strategic initiatives.
- Analyze complex financial information and reports to deliver accurate and timely financial recommendations to senior management.
- Define, own, and evolve key performance indicators and performance management frameworks, proactively identifying trends, risks, and corrective actions.
- Lead, mentor, and develop a team of analysts, including setting analytical standards, reviewing outputs, and scaling team capabilities to meet business needs.
- Identify and drive improvements, including the creation of reports, tools, and models.
- Other duties and ad hoc reporting as requested by the supervisor.
QUALIFICATIONS & INTERESTS:
- A bachelor's degree in finance, accounting, or a closely related field is required. An MBA, CPA, or CFA qualification is highly preferred.
- A minimum of 8 years of progressive experience in finance, FP&A, investment banking, or private equity‑backed environments.
- Tools: Experience in building, owning and scaling FP&A systems and infrastructure
- Advanced knowledge of Microsoft Excel is required
- Workday Adaptive Planning
- NetSuite
- Power BI
- Excellent oral, written communication, and presentation skills to C-suite level executives.
- Demonstrated ability to lead ambiguous, complex analyses and synthesize recommendations for senior executives.
- Proven experience owning end‑to‑end FP&A processes with limited oversight.
- Highly organized, meticulous, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
- Ability to approach requests with a proactive and consultative manner; listen to, understand requests, needs, and deliver actionable analysis.
- Experience managing a team of 2-3+ analysts in delivering accurate and timely work products.
- Player-Coach mentality, willingness to be hands-on-keyboard and to talk strategy when needed.
- Serve as a delegate and proxy for Senior Finance leadership in meetings, reviews, and cross-functional forums as needed.
The Perks
- Comprehensive medical, dental and vision plans for you and your dependents
- 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
- Competitive Compensation
- Training and development programs
- Major offices stocked with snacks and beverages
- Collaborative and cool culture
- Work-life balance and generous paid time off
Our Commitment
At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.
We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.
As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.
Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.
If you require a reasonable accommodation to complete the application process or participate in an interview, please email [email protected].
***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.
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