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.