Financial Planning & Analysis Manager

Job Description

Job Description

For consideration, please reach out to Carma Rorke as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Carma Rorke.

 

If you are currently working with a Robert Half recruiter, please reach out to them.

Our client is looking for an experienced Financial Planning & Analysis Manager to join a collaborative finance team. This role will turn financial and operational information into meaningful recommendations that guide business performance, planning, and strategic decisions. The position calls for a hands-on, detail-oriented individual who can build strong partnerships across departments, create clear reporting for leadership, and thrive in a private equity-backed environment.

Responsibilities:

• Create monthly and quarterly reporting materials that equip senior leaders, board members, investors, and lending partners with a clear view of financial performance.

• Interpret results by highlighting key business drivers, emerging risks, improvement opportunities, and practical recommendations for action.

• Design and maintain dashboards and performance metrics that track results across business units, locations, customers, product lines, and support functions.

• Conduct analysis related to pricing, profitability, margins, cash flow, and working capital to strengthen operational and financial outcomes.

• Partner closely with leaders in operations, engineering, supply chain, sales, and finance to provide financial insight that supports informed decision-making.

• Build scenario models, sensitivity analyses, and business cases to evaluate strategic initiatives, investments, and changing market conditions.

• Lead budgeting, recurring forecast updates, and long-range planning in coordination with functional and divisional stakeholders.

• Review actual performance against plans, explain variances, and refine forecasting assumptions and models to improve accuracy over time.

• Advance reporting and planning processes through automation, better use of financial systems, and more effective business intelligence tools.

• Analyze manufacturing and operational cost drivers such as labor efficiency, scrap, inventory, material spend, capacity usage, and absorption trends while aligning closely with accounting on reporting and planning assumptions.

• 7+ years of experience in financial planning and analysis, corporate finance, or a related field.
• Strong capability in financial modeling, forecasting, budgeting, and performance analysis.
• Advanced Excel skills with the ability to build practical models, reports, and data-driven insights.
• Experience using FP& A and reporting platforms, including Adaptive Insights or similar tools.
• Proven ability to communicate complex financial information clearly to both finance and non-finance audiences.
• Strong business acumen and the ability to work effectively with cross-functional leaders.
• High attention to detail, sound analytical judgment, and a proactive approach to problem-solving.