Financial Planning & Analysis Manager

Job Description

Job Description

We are looking for a Financial Planning & Analysis Manager to help guide financial strategy and performance visibility for the organization in Salisbury, North Carolina. This role will shape planning cycles, deliver meaningful analysis on business results, and provide leadership with clear recommendations that support growth and profitability. The ideal candidate brings strong modeling capabilities, sound business judgment, and the ability to turn complex financial information into practical insights for senior stakeholders.

Responsibilities:
• Direct the monthly close reporting process by evaluating operating results, explaining deviations from plan, and highlighting the factors most affecting performance.
• Create reporting packages that connect current results with budget targets, forecast updates, and historical trends for leadership review.
• Prepare management discussion and analysis materials for executives and board audiences, including concise commentary on performance, risks, and emerging opportunities.
• Monitor strategic value creation efforts and provide financial visibility into progress against key business objectives.
• Support the development of presentations and analysis used for regular discussions with investors or ownership stakeholders.
• Lead the annual operating plan and oversee recurring forecast cycles, ensuring timely inputs and realistic business assumptions.
• Develop and refine financial models that reflect revenue trends, cost behavior, and working capital movements across the business.
• Assess pricing, product and customer profitability, margin performance, and operating costs to identify actions that improve financial results.
• Deliver scenario modeling, investment analysis, and risk assessments to support major decisions, growth initiatives, and potential acquisition activity.
• Partner with leaders across operations, sales, and executive management to promote financial discipline and translate analysis into actionable business decisions.• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related discipline is required; an advanced business or finance credential is an advantage.
• At least 7 years of progressive experience in FP& A, corporate finance, investment banking, or a closely related field.
• Proven background managing budgeting, forecasting, and financial modeling processes in a complex business environment.
• Strong command of income statement performance, revenue and cost drivers, profitability analysis, and cash flow considerations.
• Advanced skills in Excel and PowerPoint, with experience using planning platforms such as Adaptive Insights and business intelligence tools like Power BI preferred.
• Excellent analytical, problem-solving, and detail-oriented skills with the ability to evaluate data rigorously and accurately.
• Strong written and verbal communication skills, including experience preparing high-quality materials for senior leaders, boards, or investors.
• Ability to succeed in a fast-moving, high-accountability environment while working effectively with executives and cross-functional teams.