Manager, Financial Planning & Analysis (FP&A)

Position Overview Manager, Financial Planning & Analysis (FP&A) will be responsible for supporting the financial planning, budgeting, forecasting, management reporting processes and ad-hoc modeling to support strategic decisions for the organization. This role involves collaborating with stakeholders across various business units to provide actionable financial insights and recommendations that drive strategic decision-making and support business growth. The Senior Associate will contribute to improving financial performance, ensuring accuracy in financial models, and maintaining alignment with company objectives. Key Responsibilities Lead and assist in the annual budgeting process and ongoing forecasting activities. Analyze trends, financial results, and operational performance to provide insights to management team. Assist with development and maintain financial models to support planning, forecasting, and business scenarios. Prepare regular financial performance reports, highlighting key insights, variances, and actionable recommendations. Assist in monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting. Perform variance analysis to explain differences between actual financial performance and budget. Work with department heads to understand business drivers, challenges, and opportunities. Provide support to management with data-driven recommendations on cost control, operational efficiency, and investment decisions. Identify opportunities to improve financial reporting, forecasting, and planning processes, aligning with company-wide goals. Provide ad-hoc analysis as needed for special projects, business cases, and strategic initiatives. Support mergers, acquisitions, and other major business developments with financial insights. Requirements Bachelor’s degree in Finance, Accounting, Business, or related field. 5-8 years of experience in financial planning, analysis, or related roles, preferably in a data/technology environment. Proven experience working with metrics such as subscription revenue, ARR, bookings (new logos/churn), and retention rates. Strong experience in budgeting, forecasting, and financial reporting. Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint. Knowledge of ERP systems and data visualization tools is a plus. Strong analytical and problem-solving skills. Strong communication skills (both written and verbal); ability to communicate clearly to management and other key stakeholders. Strong attention to detail and organizational skills. Ability to work under pressure, prioritize tasks, and meet deadlines in a fast-paced environment. Ability to work independently and as part of a team; a highly motivated self-starter. Nice to have: prior experience leveraging AI tools (Claude) to automate repetitive reporting, variance analysis, and other forecasting workflows. #J-18808-Ljbffr