Financial Planning & Analysis Manager

Job Description

Job Description

Robert Half Finance & Accounting and Kevin Sweet have partnering with a large organization that is making a significant investment in its finance group that is evolving its strategy, structure and operations. As part of this evolution, the company is building a brand-new Corporate Financial Planning & Analysis and Strategy Group and is seeking an accomplished Financial Planning & Analysis Manager to join this newly created team. Build. Influence. Transform.

This is much more than a traditional FP& A role. You’ll be joining at a pivotal point in the organization’s evolution, with the opportunity to help build processes, develop reporting, shape planning and forecasting, and provide financial insights that influence enterprise-wide decisions.

The team will operate at the center of the organization, partnering closely with executive leadership, Operations, Accounting, and business unit leaders to evaluate performance, identify opportunities, allocate resources, and support the company’s strategic direction.

My client offers a hybrid work schedule, has beautiful new offices, offers a competitive annual salary, annual bonus and benefits.

For confidential consideration and further details about this unique and ground floor opportunity, contact Kevin Sweet directly at View phone number on us.fitly.work or via email at View email address on us.fitly.work

Responsibilities:

• Lead and support the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop and enhance financial models, forecasts, analyses, and management reporting used to support strategic decision-making.
• Partner with Operations, Accounting, and business unit leaders to understand business performance, identify trends, and translate financial results into actionable insights.
• Develop and deliver financial analysis and executive-level reporting that clearly communicates business performance, risks, opportunities, and key drivers.
• Analyze financial and operational results to identify trends, variances, opportunities, and areas for improvement.
• Help establish and improve FP& A processes, systems, reporting, and analytical tools as the new corporate function evolves.
• Develop meaningful KPIs and performance metrics to improve visibility into business and financial performance.
• Partner with leadership on strategic initiatives, business cases, capital allocation, and other enterprise-wide financial decisions.
• Build strong relationships with senior leaders and serve as a trusted financial advisor to the business.
• Help create a scalable FP& A infrastructure that supports the company’s continued growth and transformation.
• Take on complex, high-impact projects where financial analysis and business insight can influence the future direction of the organization.

Why This Opportunity Stands Out

If you’ve been looking for an FP& A opportunity where your work goes beyond producing reports and forecasts—where you can influence strategy, work directly with executive leadership, solve complex business problems, and help build something new—this could be the opportunity you’ve been waiting for.

Qualifications

• 5+ years of progressive FP& A, corporate finance, or related financial planning experience, including responsibility for annual planning, forecasting, and/or long-range planning.
• MUST have experience within a large, multi-location/multi-site organization.
• Strong financial modeling, analytical, forecasting, and problem-solving skills.
• Proven ability to analyze complex financial information and translate it into clear, actionable business recommendations.
• Excellent communication skills with the ability to effectively present financial information to audiences ranging from analysts and business partners to senior executives.
• Strong executive presence and the confidence to interact with senior leadership.
• Ability to operate effectively in a fast-paced, evolving environment where processes and expectations are being developed and refined.
• Highly collaborative with the ability to build strong relationships across Finance and Operations.
• Positive, hungry, adaptable mindset with a genuine desire to make an impact and build something new.
• Intellectual curiosity and a passion for understanding the business beyond the numbers.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required; MBA, CPA, or other advanced credentials are a plus.