Financial Planning and Analysis Manager

Job Description

Job Description

Position Scope:

The Manager, FP&A supports the organization’s financial planning, budgeting, forecasting, and performance-analysis activities. This role partners with accounting and finance leadership and key business stakeholders to deliver accurate financial insights, support decision-making, and improve financial performance through data-driven analysis.

Essential Job Functions: 

• Support the company’s financial planning processes (annual budgets and long-range planning processes) to ensure alignment with strategic and financial targets
• Prepare and analyze monthly financial reports that track performance to budget and prior years at a summary level and department level
• Create, monitor, and analyze monthly financial dashboards and KPI’s in various areas of the business that identify business trends, highlight potential revenue enhancement and margin-improvement initiatives, and isolate any potential risks
• Partner with department leaders (i.e. Sales, Operations, IT, Marketing, HR, etc.) to enhance financial decision making
• Develop and maintain financial models to support key operational and strategic initiatives, including capital allocation
• Assist with updating the company’s long-range financial model on a regular basis to project trends in growth, margins, leverage, and covenant compliance
• Translate complicated financial data to outline key, action-oriented opportunities
• Assist with executive-level reporting and presentation materials, as needed
• Ensure data accuracy and consistency across financial reports
• Conduct other duties as assigned

Leadership Responsibilities:

• Act as a financial partner and subject matter resource to business teams
• Provide guidance and analytical support to various company departments, as needed
• Support continuous improvement initiatives within FP&A processes and tools

Preferred Experience and Skills:

• 5–7 years of experience in FP&A, corporate finance, or related analytical roles
• Strong Excel and financial modeling expertise
• Ability to manage multiple priorities and meet deadlines
• Strong communication skills (written and oral) and effective interpersonal aptitude
• Demonstrated problem-solving, critical-thinking, and organizational skills

Knowledge and Skill Requirements:

• Strong understanding of financial statements, forecasting, and budgeting principles
• Advanced financial modeling and analytical skills
• Proficiency in Microsoft Excel and financial reporting tools
• Ability to analyze complex financial data and identify trends and risks
• Strong communication skills with the ability to clearly present complex financial information
• Solid business acumen and attention to detail

Preferred Qualification(s): 

• CPA, CMA, or MBA preferred
• Experience working with / in ERP systems and BI tools, in particular Microsoft Dynamics 365 Finance and Operations and Power BI
• Experience working in an FP&A role 

Education Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA or CPA is a plus, but not required