Financial Planning and Analysis (FP&A) Manager

Financial Planning and Analysis (FP&A) Manager

Finance plays a pivotal role in managing the company's financial performance and shaping its strategic priorities. The FP&A team is responsible for facilitating the coordination, consolidation, reporting, and analysis of the overall forecast process; Board of Director reporting, deal valuation, and long-term planning/strategic initiatives.

The FP&A Manager will be primarily responsible for supporting all the financial and business metrics planning, reporting, and analysis processes (Budget/Forecast/Actual) and working with various functional teams across the organization.

What you'll do:

• Support the annual budgeting and quarterly forecast processes with a focus on accurate forecasting and variance analysis to provide the business understanding and support decision-making
• Create and maintain monthly and quarterly operational and ad-hoc reports demonstrating financial performance and key business metrics
• Provide in-depth analysis and commentary on monthly and quarterly actuals to plan variances in the income statement, balance sheet, and cash flow
• Ensure reporting accuracy across monthly, quarterly, and year-end report packages and presentation decks
• Update and enhance management reports, board presentations, and investor reports as requested
• Manage and maintain the financial models
• In collaboration with the VP of Finance, manage the implementation and maintenance of forecasting and reporting systems and tools
• Support business units with diligence and analysis surrounding new products, expansion of services, areas of growth, and efficiency. Serve as a point of contact in investigating/evaluating ad hoc business questions.

Who you are and what you'll need for this position:

• Bachelor's degree in Finance/Economics/Business or a related field
• 5+ years of progressive background in financial analysis preferably in an FP&A role with a knowledge of GAAP accounting fundamentals; investment banking experience a plus!
• An Excel whiz with highly proficient financial modeling and scenario planning skills
• Proficiency in a cloud-based accounting system and/or financial planning system with report writing experience (Adaptive Insights, Oracle ERP, Sage, Netsuite, Hyperion, etc.)
• Working knowledge of business analytical tools (e.g. Tableau) and experience with databases (e.g. Snowflake)
• Excellent verbal, written, and interpersonal communication skills with the ability to interpret and present data in a compelling format to finance and non-finance audiences
• Self-starter and able to work independently

Confidence can sometimes hold us back from applying for a job. But we'll let you in on a secret: there's no such thing as a 'perfect' candidate. Have 50% of the criteria? Excited about this opportunity? Passionate about what we do at CreatorIQ? Please apply! CreatorIQ is a place where everyone can grow.

What you will get from us:

• People: work with talented, collaborative, and friendly people who love what they do.
• Guidance: utilize our learning platform to fully get the training and tools you'll need to become successful here from your first day with us.
• Surprise meal stipends: work from home can't stop the enjoyment of someone else making a meal for you!
• Work/life harmony: 15 days vacation, floating and set holidays, wellness allowance, and paid parental leave.
• Whole Health Package: medical, dental, vision, life, disability insurance, and more.
• Savings: a 401k (USA) plan to help you plan ahead.
• Work from home stipend: to assist you in setting up a home office that works for you (or buy a new dog leash - your choice!).

At CreatorIQ, we believe that diversity is the key to unlocking our full potential. We are committed to fostering an inclusive, equitable, and empowering work environment where everyone can thrive, regardless of race, ethnicity, gender, sexual orientation, age, religion, disability, or any other characteristic that makes us unique. By embracing our core values of being intentional, pursuing excellence every day, embracing the journey together, being a good human, and staying focused on what's important, we create an atmosphere that promotes collaboration and growth. Join us to celebrate differences, innovate together, and be a part of a business that is disrupting the marketing industry.

Compensation, benefits, and beyond: We understand that a comprehensive benefits package plays a significant role in your overall compensation. To gain more insight into the various components of our total compensation, we invite you to review our benefits and perks.

AI Transparency Notice We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications and note taking during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please refer to our Global Candidate Privacy Notice.