Financial Planning & Analysis Manager

Job Description

Job Description

Robert Half is currently recruiting for an experienced Financial Planning & Analysis Manager to support strategic decision-making and strengthen financial visibility across the business in Knoxville, Tennessee. This role will lead planning, forecasting, and performance analysis while partnering with operational leaders to identify trends, improve reporting, and drive profitability. The ideal candidate brings strong analytical judgment, hands-on modeling expertise, and the ability to translate financial results into practical business recommendations.

Responsibilities:

• Lead the budgeting, forecasting, and long-range planning process to provide timely and accurate financial guidance for business leaders.

• Build and maintain financial models that evaluate performance, support scenario planning, and inform key operational and strategic decisions.

• Analyze profit and loss results, investigate variances against plan and prior periods, and communicate key drivers to stakeholders.

• Develop KPI dashboards and management reports using tools such as Power BI and Excel to improve visibility into business performance.

• Partner with cross-functional teams to assess costs, revenue trends, and inventory performance in order to uncover opportunities to improve margins.

• Use Adaptive Insights and D365 data to streamline reporting, strengthen forecasting accuracy, and enhance financial planning processes.

• Provide actionable recommendations that help leadership maximize profitability and manage financial risk effectively.

• Support month-end and periodic review activities by preparing clear analyses and summaries of financial results.

The position will require a bachelor’s degree in accounting or finance and a CPA is preferred. The position is 100% onsite and will require someone to live in the local Knoxville or surrounding areas. For immediate consideration please contact Lisa Coker at View phone number on us.fitly.work to set up an interview

• 3+ years of experience in financial planning and analysis, corporate finance, or a related finance leadership role.
• Demonstrated expertise in financial planning, budgeting, forecasting, and variance analysis within a business environment.
• Strong capability in financial modeling, profit and loss analysis, and KPI reporting.
• Experience using Microsoft Excel at an advanced level for analysis, reporting, and model development.
• Proficiency with Power BI for dashboard creation and performance reporting.
• Hands-on experience with Adaptive Insights and D365 or similar enterprise planning and ERP platforms.
• Ability to interpret complex financial data and present clear recommendations to operational and executive stakeholders.
• Bachelor’s degree in Finance, Accounting, Business, or a related field is preferred.