Financial Planning and Analysis Manager

Finance Manager, Financial Planning & Analysis (FP&A) Position Overview We are seeking a Finance Manager of Financial Planning & Analysis to join our finance leadership team. This role combines strategic financial planning, business partnership, and operational execution to drive profitability and growth across the organization. The Senior Manager of FP&A will own enterprise-wide forecasting, budgeting, and financial analysis while partnering with executive leadership to inform key business decisions and capital allocation strategies. Key Responsibilities Own and lead the annual budget, quarterly forecasting, and rolling forecast processes across all business units Develop and maintain sophisticated financial models supporting long-range strategic planning (3–5 years) Create monthly variance analyses and management reporting that translates financial performance into actionable insights Deliver executive-ready presentations and board materials highlighting performance drivers, risks, and opportunities Business Partnership & Strategic Analysis Partner directly with the CFO, CEO, and executive leadership team to inform strategic planning, resource allocation, and capital deployment decisions Provide financial analysis supporting major business initiatives, including pricing strategies, product launches, market expansion, and M&A opportunities Conduct ad-hoc financial analysis and modeling to support key business decisions and evaluate strategic scenarios Translate business assumptions and strategies into quantified financial models and recommendations Operational Excellence Design and implement financial dashboards and KPI frameworks that improve decision-making speed and accuracy across the organization Lead financial systems and process improvement initiatives, including ERP implementations, automation, and reporting standardization Oversee monthly financial close processes, including consolidations, accruals, and post-close reporting Partner with accounting, treasury, and other finance functions to ensure data integrity and reporting accuracy Lead and mentor a team of financial analysts and planning professionals, building bench strength and fostering a culture of continuous improvement Establish financial planning standards, frameworks, and best practices across the organization Develop talent through coaching, feedback, and career growth opportunities Required Qualifications 8+ years of progressive FP&A or financial planning experience, with 3+ years in a leadership or senior individual contributor role Demonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis Strong understanding of P&L management, capital planning, and business unit economics Advanced proficiency in Excel (financial modeling, pivot tables, VBA preferred) Experience with financial planning software (e.g., Adaptive Planning, OneStream, Anaplan) and BI/dashboard tools (e.g., Tableau, Power BI) Excellent communication skills; ability to translate complex financial concepts for non-financial stakeholders MBA, CPA, or CFA preferred; bachelor\'s degree in finance, accounting, business, or related field required Preferred Qualifications Experience in SaaS, manufacturing, healthcare, or other complex business environments Familiarity with enterprise systems (NetSuite, SAP, Workday, Dynamics 365) Track record of implementing financial system transformations or process automation Experience leading cross-functional strategic initiatives Background in investor relations, equity research, or corporate development Strategic thinking: Ability to connect financial data to business strategy and long-term value creation Analytical rigor: Comfort diving deep into data and challenging assumptions Communication: Translating complex financial information for diverse audiences Leadership: Proven ability to build and develop high-performing teams Business acumen: Understanding of business drivers, unit economics, and operational metrics Collaboration: Strong cross-functional partnership skills with operations, sales, product, and executive teams Adaptability: Comfort working in a fast-paced, evolving environment #J-18808-Ljbffr Confidential