Financial Planning and Analysis Manager

Financial Planning & Analysis Manager

The Financial Planning & Analysis Manager is responsible for the company's global financial planning, forecasting, management reporting, and performance analysis processes. Serving as a strategic business partner to executive leadership, regional finance teams, and functional leaders, this role provides financial insights, challenges business assumptions, identifies performance drivers, and supports informed decision-making.

The position oversees the annual operating plan, rolling forecasts, monthly financial reporting, operating reviews, executive and Board reporting, and strategic financial analysis. The FP&A Manager also drives continuous improvement of the company's FP&A capabilities by enhancing planning processes, reporting standards, financial systems, analytical tools, and organizational accountability.

This hands-on role requires the ability to move seamlessly between detailed financial analysis and executive-level communication while influencing stakeholders across regions and functions.

Essential Duties and Responsibilities: A successful Financial Planning & Analysis Manager satisfactorily performs these general categories of duties. Responsibilities include, but are not limited to:

Financial Planning & Forecasting

• Manage the company's annual operating plan, periodic forecasting, and long-range financial planning processes across global operations.
• Develop and maintain planning calendars, assumptions, templates, reporting requirements, and governance standards to ensure consistent and timely submissions.
• Evaluate operating plans and forecasts using both top-down and bottom-up approaches, analyzing revenue, gross margin, operating expenses, capital expenditures, working capital, cash flow, and other key financial drivers.
• Prepare consolidated forecasts, scenario analyses, executive summaries, and recommendations to support strategic decision-making.
• Monitor forecast accuracy and continuously improve planning methodologies, assumptions, and financial discipline across the organization.
• Support the loading, validation, reconciliation, and analysis of planning data within Hyperion and related financial systems.

Financial Reporting & Performance Analysis

• Manage the preparation of monthly management reporting packages, executive dashboards, KPIs, scorecards, and financial performance analyses.
• Analyze financial results by region, function, business unit, product, and other key dimensions, identifying operational and financial drivers affecting performance.
• Prepare variance analyses comparing actual results to budget, forecast, prior year, and strategic objectives while providing actionable recommendations.
• Develop executive-level commentary that clearly communicates financial performance, business risks, opportunities, and recommended actions.
• Partner with Accounting and regional finance teams to improve reporting accuracy, data quality, consistency, and the efficiency of the monthly close and reporting cycle.

Business Partnership & Executive Support

• Serve as a trusted financial advisor to executive leadership, regional finance teams, and business leaders by providing analytical support for planning, forecasting, budgeting, and operational decision-making.
• Coordinate monthly operating reviews, prepare executive presentation materials, and monitor follow-up actions to promote accountability and execution.
• Support the preparation of executive and Board reporting materials, including financial schedules, trend analyses, forecasts, management presentations, and strategic recommendations.
• Translate complex financial information into clear business insights that support executive decision-making and long-term organizational objectives.

Strategic Financial Analysis

• Develop sophisticated financial models, investment analyses, scenario planning, profitability assessments, and business cases supporting strategic initiatives and corporate decision-making.
• Evaluate investments, pricing strategies, capital projects, cost reduction initiatives, restructuring activities, leases, transfer pricing, and other strategic opportunities.
• Support long-range financial planning, capital allocation, resource optimization, and enterprise-wide performance improvement initiatives.
• Perform ad hoc financial analyses and special projects in support of the CFO, CEO, executive leadership, and Board of Directors.

Balance Sheet & Cash Flow Management

• Develop and maintain standardized balance sheet review processes, cash flow reporting, and working capital analyses to improve financial visibility and performance.
• Analyze liquidity, inventory, receivables, payables, and other key balance sheet drivers while identifying risks, trends, and opportunities for improvement.
• Partner with Accounting and regional finance teams to improve balance sheet integrity, financial discipline, and cash flow forecasting.

FP&A Systems & Process Improvement

• Coordinate continuous improvement initiatives that strengthen the company's FP&A capabilities, reporting standards, financial systems, analytical tools, and planning processes.
• Partner with Finance, Accounting, Information Technology, and system administrators to improve Hyperion, Smart View, Oracle reporting, and other enterprise financial applications.
• Develop standardized reporting templates, documentation, governance practices, data validation processes, and internal controls that improve efficiency, scalability, and reporting accuracy.
• Evaluate and implement automation and business intelligence solutions, including Power BI, Power Query, Tableau, and other technologies that enhance financial reporting and analysis.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required; MBA or other advanced degree preferred.
• 8+ years of progressive experience in financial planning & analysis, corporate finance, accounting, or a related field.
• Demonstrated experience overseeing enterprise budgeting, forecasting, financial reporting, and performance analysis processes.
• Experience supporting executive leadership with financial modeling, business analysis, and strategic decision support.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial planning methodologies.
• Experience working within large, complex, and preferably multinational organizations.
• Advanced proficiency in Microsoft Excel, PowerPoint, Hyperion, and Smart View.

Preferred Qualifications

• Professional certification such as CPA, CMA, CFA, or equivalent.
• Experience with Oracle Fusion, Hyperion Planning, Essbase, Hyperion Financial Management, or other Oracle EPM applications.
• Experience with Power BI, Tableau, Power Query, SQL, Power Automate, or similar business intelligence and automation tools.
• Experience supporting Board reporting, finance transformation initiatives, reporting standardization, and enterprise financial systems.
• Experience with global operations, foreign currency reporting, transfer pricing, and international finance.

Knowledge & Skills

• Strong financial modeling, analytical, and problem-solving skills with the ability to translate financial results into actionable business insights.
• Excellent business judgment, executive communication, and presentation skills, with the ability to influence decision-making across finance and non-finance functions.
• Demonstrated ability to coordinate multiple internal stakeholders and third-party service providers while maintaining strategic focus and driving projects to completion.
• Demonstrated ability to coordinate complex planning, reporting, and cross-functional initiatives while managing multiple priorities and deadlines.
• Strong organizational skills, attention to detail, and commitment to producing accurate, executive-ready deliverables.
• High degree of initiative, ownership, professionalism, and accountability with the ability to work effectively across global teams, cultures, and time zones.
• Commitment to continuous improvement, process optimization, and building scalable FP&A capabilities.