Financial Planning and Analysis Manager

Atrium is seeking on behalf of our client a Financial Planning & Analysis Manager based in Miami .

A background check may be run only after a conditional offer is made, where permitted by law .

Position: Financial Planning & Analysis Manager

Location: Miami

Employment Type: Full-time

Compensation: 120,000 to 140,000

Position Overview

The Financial Planning & Analysis Manager will play a key role in supporting budgeting, forecasting, and financial analysis across multiple departments, including Sales, Marketing, and Operations. This role will collaborate closely with senior management to drive data-driven decision-making and support AI implementation initiatives. Must be legally authorized to work in the United States.

Responsibilities

• Support AI implementations, with a focus on Claude, ensuring integration aligns with financial goals.
• Proactively support the annual budgeting process by collaborating with departments to produce a quality bottom-up budget.
• Prepare reports on monthly financial results and forecasts with detailed analytical support for all projections.
• Develop analytical models in Excel to support senior management decision-making on special projects.
• Prepare, analyze, and present recommendations on financial forecasts, future trends, and their impact on operational goals.
• Seek opportunities to improve efficiency of processes while maintaining accuracy.
• Analyze weekly and monthly variance reports and provide explanations for deviations.
• Provide analytical and technical expertise on major initiatives.
• Manage various month-end activities and ensure effective internal controls are in place and adhered to throughout the company.

Required Experience/Skills

• Strong analytical and financial modeling skills.
• Experience with budgeting, forecasting, and variance analysis.
• Proficiency in Excel and financial reporting tools.
• Ability to collaborate cross-functionally and communicate complex financial concepts clearly.
• Detail-oriented with strong organizational and problem-solving skills.

Preferred Experience/Skills

• Strong communication skills (verbal and written; strong listening skills).
• Proven initiative and willingness to drive change, with a focus on innovation, process improvement, and problem-solving.
• Familiarity with AI-driven financial analysis tools.
• Ability to manage multiple priorities in a fast-paced environment.

Education Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Advanced degree or professional certification (CPA, CMA, or MBA) preferred.
• Continuing education in financial analysis or data analytics is a plus.
• Strong foundation in GAAP and corporate finance principles.
• Demonstrated commitment to ongoing professional development.

Benefits

If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.

Commitment to Diversity

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

Applicant Communication Consent

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Job Wrapping ID : #LI-AJ3