Financial Planning & Analysis Manager

Overview

This Financial Planning & Analysis (FP&A) Manager role serves as a strategic partner to designated business units, corporate functions, or operational teams. Responsibilities include delivering financial insights that support decision-making, optimize performance, and align with organizational goals. The role leads budgeting and forecasting processes, develops forward-looking models, and provides actionable recommendations to senior leadership.

Responsibilities

• Partner with internal stakeholders across functions to provide financial planning, analysis, and reporting that drives business performance and supports strategic initiatives.
• Lead budgeting and forecasting cycles for assigned divisions, functions, or products, ensuring accuracy and alignment with corporate financial targets.
• Develop and maintain financial models, dashboards, and Key Performance Indicators (KPIs) using tools such as Excel, PowerPoint, and Power BI.
• Manage variance analysis and cost control, identifying opportunities for operational efficiency and expense optimization without compromising growth priorities.
• Provide ad-hoc financial modeling, Return on Investment (ROI) assessments, and scenario planning to support new initiatives and investment decisions.
• Drive process improvements and reporting automation to enhance efficiency and scalability of FP&A deliverables.
• Prepare and present executive-level reports and recommendations that clearly communicate trends, risks, and opportunities.
• May indirectly support or lead others through project assignments.
• Perform other duties as assigned by the supervisor.
• Attendance and punctuality are essential functions of the position.

Requirements

• Bachelor’s degree required, concentration in Finance or Accounting.
• Minimum of 7 years of progressive experience in FP&A, corporate finance, or related roles.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with financial reporting systems (e.g., NetSuite, Adaptive Insights) and BI tools (e.g., Power BI) preferred.
• Strong financial modeling, budgeting, KPI & dashboard reporting, and forecasting skills.
• Must be able to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, and executive-level reporting and analysis.
• Ability to synthesize complex data into clear, actionable insights for senior leadership.
• Experience in process improvement and reporting automation.
• Comfortable working in dynamic, fast-paced environments and managing multiple priorities.
• Excellent interpersonal and communication skills; ability to influence decisions through data-driven analysis.
• Comfortable presenting financial information to executive audiences.

Preferred Qualifications

• Experience with financial reporting systems (e.g., NetSuite, Adaptive Insights).
• Experience with BI tools (e.g., Power BI).

Travel Requirements

• 0% – 5%

Compensation & Benefits

• Pay Range: USD $82,080.00 - USD $130,000.00 /Yr.
• Comprehensive health and financial protection: medical, dental, vision, life and disability insurance, 401(k) with company match, and flexible spending accounts.
• Resources that support your whole life: employee assistance programs and work/life balance tools.
• Investment in your growth: referral bonuses, tuition reimbursement, on-the-job training, certification assistance, and continuing education support.
• Time to recharge: paid holidays, vacation, and sick time.
• Career development opportunities.

Equal Opportunity Statement

The employer is an equal opportunity employer. Qualified applicants will receive consideration for employment based on merit and without regard to race, color, national origin or ancestry, religion or creed, sex, sexual orientation, gender expression, gender identity, age, marital status, family or parental status, disability, genetic information, citizenship, veteran status, or any other legally recognized basis or status protected by federal, state, or local law. The employer complies with the Vietnam Era Veterans’ Readjustment Act and Section 503 of the Rehabilitation Act.