Financial Planning and Analysis Manager

Description:

Omega Optical (Omega is a leading manufacturer of precision optical filters, coatings, diffractive optics, infrared components, system integration and services serving mission-critical applications across the life sciences, aerospace & defense, instrumentation, semiconductor, environmental, and industrial sensor markets. With more than 85 years of experience, Omega delivers expert optical design, manufacturing, coatings, and support for mission-critical optical applications spanning PCR, flow cytometry, fluorescence microscopy, spectroscopy, LiDAR, quantum computing, machine vision, satellite communications, and more. Headquartered in Brattleboro, VT, Omega is a Platform owned by Artemis Capital Partners, which acquired Omega Optical Filters in 2020 and Spectral Systems, Optometrics, and Evaporated Metal Films (EMF) Corp in 2021. The Artemis and Omega teams are focused on increasing the Platforms scale, proprietary capabilities, engineering bench strength, and its ability to meet the growing global demand for high-precision, no-fail optical coatings, components, and assemblies.

POSITION OVERVIEW

The FP&A Manager is a key member of the Finance team responsible for driving financial planning, forecasting, reporting, and analysis to support business performance and decision-making across Omegas multi-division manufacturing platform. Reporting to the CFO, this role partners with senior leadership and functional leaders to translate financial and operational data into actionable insights, identify trends and opportunities, and support Omegas strategic and financial objectives.

This is a hands-on, collaborative role requiring strong financial modeling, advanced Excel-based analysis, management reporting, dashboard development, business partnership, and the ability to support Board, investor, lender, and strategic finance work in a private equity-backed environment.

The ideal candidate is highly analytical, commercially minded, detail-oriented, and comfortable building relationships across the organization while communicating complex financial information clearly to both finance and non-finance stakeholders.

The position can sit in Omega's Brattleboro, VT, Ayer, MA or Hopewell Junction, NY locations.

RESPONSIBILITIES

Management Reporting & Analysis

Prepare monthly and quarterly financial management reporting packages for senior leadership, the Board of Directors, private equity stakeholders, and lenders.

Translate financial results into clear business insights, recommendations, risks, and opportunities.

Develop dashboards and KPIs that provide visibility into business performance across divisions, sites, customers, products, and functions.

Support pricing, customer profitability, product portfolio, margin improvement, working capital, and cash flow analysis.

Business Partnership & Decision Support

Serve as a trusted financial partner as needed to leaders across Operations, Engineering, Supply Chain, Sales, and Finance.

Support decision-making through financial modeling, ROI assessments, scenario analysis, sensitivity analysis, and what-if modeling.

Develop a strong understanding of Omegas business model, operating drivers, ERP data, reporting processes, and strategic priorities.

Provide timely financial analysis in response to emerging business needs, strategic projects, M&A, integration, and future sale-process support.

Financial Planning & Forecasting

Support and facilitate the annual budgeting process, monthly forecasting cycles, and multi-year planning process in partnership with division and functional leaders.

Develop and maintain forecasts for revenue, gross margin, EBITDA, operating expenses, cash flow, working capital, capex, and headcount.

Monitor actual results against budget and forecast, identify variance drivers, and continuously improve forecasting methodologies, assumptions, and models.

Partner with the CFO, senior leadership, and functional leaders to evaluate strategic opportunities, resource planning, growth investments, and operational improvement initiatives.

Process, Systems & Operational Finance

Drive automation and continuous improvement of reporting, planning, and analytical processes.

Leverage ERP, FP&A, business intelligence, and financial reporting systems to improve decision-making capabilities.

Analyze manufacturing costs, labor productivity, yield, scrap, absorption variances, inventory, material costs, capacity utilization, and working capital trends.

Partner with Accounting and Finance team members to ensure alignment between financial reporting, forecasting, and FP&A analysis.

QUALIFICATIONS

Bachelors degree in finance, Accounting, Economics, Business Administration, Engineering, Mathematics, or related discipline.

7-10 years of progressive FP&A, corporate finance, strategic finance, investment banking, consulting, or manufacturing finance experience.

Strong financial modeling, analytical, and advanced Excel skills, including experience building complex forecasting models and dashboards.

Experience with budgeting, forecasting, variance analysis, management reporting, KPI development, and business partnership.

Experience in a multi-site manufacturing environment and/or private equity-backed, high-growth, or acquisitive business strongly preferred.

Experience with ERP, FP&A, business intelligence, or financial reporting systems; Global Shop Solutions experience is a plus.

MBA, CPA, CMA, CFA, or other relevant advanced credential preferred.

Excellent communication skills, strong business judgment, attention to detail, ownership mindset, and ability to manage multiple priorities.

KEY COMPETENCIES

Analytical & Strategic Thinking: Moves beyond reporting results to identify performance drivers, risks, opportunities, and recommended actions.

Business Acumen: Understands how operational decisions impact profitability, cash flow, working capital, and enterprise value.

Communication: Distills complex financial information into clear, concise recommendations for finance and non-finance stakeholders.

Ownership & Continuous Improvement: Takes initiative, follows through, maintains accuracy, and improves reporting, planning, and decision-making processes.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, walk, stand, talk and hear. The employee may occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is usually done in areas adjacent to a manufacturing setting in an office type setting. The noise level is usually quiet to moderate. Some exposure to manufacturing environment with moderately high noise levels.

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