Financial Planning and Analysis Manager

Job Description

Job Description

Join Our Team as a Financial Planning and Analysis Manager

Company: COREFORCE
Location:  Atlanta (Hybrid)
Job Type: Full-time
Salary: $120-150k

Position Summary

We are seeking a highly analytical, strategic, and technology-forward FP&A Manager to lead financial planning, forecasting, modeling, and strategic analysis for our growing SaaS and Hardware-as-a-Service (HaaS) organization.

This individual will serve as a trusted advisor to the CFO and executive leadership team, providing financial insights that drive profitable growth, improve operational performance, and support strategic decision-making. The ideal candidate combines exceptional financial modeling expertise with a passion for leveraging AI, automation, and modern analytics to transform finance into a highly efficient, data-driven business partner.

This role requires an individual who is equally comfortable building sophisticated financial models from scratch, presenting to executive leadership, and identifying opportunities to automate and modernize finance processes through artificial intelligence and emerging technologies.

 

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Financial Planning & Analysis

• Lead the annual operating plan, quarterly forecasting process, long-range planning, and monthly financial reviews.
• Own company-wide budgeting, forecasting, and financial planning processes.
• Develop monthly, quarterly, and annual executive reporting packages.
• Perform detailed variance analysis against budget, forecast, prior year, and strategic plan.
• Develop financial insights that improve operational performance and support executive decision-making.
• Partner closely with Accounting to ensure consistency between financial reporting and forecasting.

Strategic Financial Modeling (Expert-Level)

Serve as the organization's financial modeling expert.

Responsibilities include developing sophisticated, scalable financial models that support strategic planning and executive decision-making, including:

• Build and maintain sophisticated three-statement financial models with scenario, sensitivity, and driver-based forecasting capabilities.
• Develop detailed ARR, MRR, churn, CAC, LTV, bookings, and cohort analysis models.
• Model hardware deployment economics, inventory investments, leasing structures, warranty exposure, and margin optimization.
• Support strategic initiatives including pricing analysis, capital allocation, market expansion, financing activities, and M&A evaluations.
• Conduct ad hoc analyses to support executive decision-making.

AI, Automation & Finance Transformation

Lead the Finance organization's adoption of Artificial Intelligence and automation technologies.

Responsibilities include:

• Leverage AI tools to improve forecasting accuracy and financial analysis.
• Develop AI-assisted forecasting methodologies using historical data, operational drivers, and predictive analytics.
• Utilize generative AI to accelerate financial reporting, executive summaries, board presentations, and business analyses.
• Design automated reporting workflows that reduce manual effort and improve reporting speed.
• Evaluate emerging AI technologies and recommend solutions that improve Finance productivity.
• Create standardized AI prompts, workflows, and best practices for the Finance team.
• Identify repetitive finance activities suitable for automation.
• Partner with IT and Business Systems to integrate AI capabilities into Finance processes.
• Develop predictive analytics supporting revenue growth, customer retention, and operational efficiency.
• Utilize AI to identify trends, anomalies, financial risks, and business opportunities.
• Improve forecast accuracy through machine learning concepts and advanced statistical techniques where appropriate.
• Champion responsible AI governance by ensuring data quality, transparency, and financial accuracy.
• Stay current on emerging AI technologies and continuously identify opportunities to modernize the Finance organization.

Systems & Business Intelligence

• Improve financial reporting processes through automation.
• Build scalable Power BI dashboards and executive scorecards.
• Develop self-service reporting capabilities.
• Partner with Accounting to improve ERP reporting.
• Improve financial data quality and governance.
• Optimize planning systems and reporting tools.
• Build automated reporting processes that minimize manual spreadsheet work.

 

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor's degree in Finance, Accounting, Economics, or related discipline.
• 5 - 8+ years of progressive FP&A, Corporate Finance, Investment Banking, Strategic Finance, or Financial Consulting experience.
• Experience within SaaS, HaaS, technology, subscription, or high-growth businesses.
• Advanced Microsoft Excel expertise.
• Expert financial modeling skills.
• Strong understanding of financial statements and GAAP.
• Exceptional analytical and problem-solving abilities.
• Excellent written and verbal communication skills

  Preferred

• MBA and/or CPA.
• Experience in private equity-backed companies.
• Experience with NetSuite.
• Experience with Power BI or Tableau.
• Experience with Adaptive Planning, Anaplan, or similar FP&A platforms.
• SQL, Python, or Power Query experience.
• Experience working with ERP implementations.
• Experience supporting acquisitions and integrations.

AI & Technology Qualifications

Candidates should demonstrate experience leveraging modern AI and analytics tools in a professional Finance environment.

Preferred experience includes:

• ChatGPT Enterprise, Microsoft Copilot, Claude, or Gemini
• AI-enabled forecasting platforms
• Power Automate
• Workflow automation platforms
• API integrations
• Business Intelligence platforms
• Predictive analytics
• Data visualization
• Prompt engineering for business applications
• AI governance and responsible use of artificial intelligence

 

Physical Demands and Work Environment   

The physical demands described here must be met by an employee to perform the essential functions of this position successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. This role requires the employee to have the ability to maintain a stationary and upright position regularly. Regular movement within the office is required to access file cabinets, office machinery, and other resources. This role involves the continuous operation of a computer and other office productivity machinery, and tools, including a printer, and computer. Regularly, the employee changes their body position to assist in moving objects or gaining access to items. The capacity to convey information and concepts effectively for mutual understanding must be possessed by the employee. They must also possess the capability to share precise details during such interactions. Specific vision capabilities, particularly the ability to observe details at close range (within a few feet of the observer), are essential for performing tasks accurately. This role involves the occasional transportation of boxes weighing up to 10 pounds throughout the office to fulfill diverse demands.

 

Note   

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Coreforce is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

 

 

The companies in the Coreforce organization are innovative technology leaders, delivering groundbreaking digital systems tailored for frontline professionals who rely on speed, accuracy, easy-to-access data, and transparency in their work. Coreforce is an equal-opportunity employer that promotes justice, advances equity, values diversity, and fosters inclusion. Coreforce is committed to hiring the best talent – regardless of race, creed, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.