Financial Planning & Analysis Manager (FP&A)

Overview

This full-time Financial Planning & Analysis Manager (FP&A) role is Remote.

The position involves serving as a strategic business partner responsible for revenue forecasting, sales analytics, and financial planning and budgeting support. While acting as an individual contributor, the role also provides functional guidance and collaborates with a global team supporting FP&A initiatives.

Responsibilities

Financial Planning & Analysis

• Lead financial planning, forecasting, and reporting activities related to sales performance and revenue growth.
• Own revenue forecasts and key performance metrics.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Conduct performance variance analysis and provide explanations of financial results.
• Build business cases and financial models to support strategic initiatives and investments.
• Deliver executive-level reporting and presentations translating complex data into clear recommendations.
• Evaluate business performance and identify opportunities to improve profitability and financial outcomes.

Data and Process Improvement

• Assess decentralized data sources and help determine appropriate datasets needed for analysis and reporting.
• Partner with business stakeholders and data teams to improve data governance, reporting accuracy, and data warehouse utilization.
• Identify and implement process improvements that reduce manual effort and increase reporting efficiency.
• Drive initiatives to automate reporting and reduce reliance on highly manual Excel-based processes while maintaining analytical rigor.
• Leverage AI and advanced analytics tools to improve forecasting, reporting, and decision-making.

Cross-Functional Collaboration

• Partner with Finance, Accounting, Sales, Operations, and Technology teams to align financial insights with business strategy.
• Serve as a trusted advisor to business leaders by providing data-driven recommendations.

Other

• Perform other tasks as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Analytics, or a related field.
• 4–7 years of experience in FP&A, financial consulting, management consulting, business analytics, corporate finance, or related analytical roles.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel capabilities and experience working with large datasets.
• Experience communicating findings and recommendations to business leaders.
• Strong business acumen and ability to connect financial results to operational performance.
• Experience managing multiple projects and priorities in a fast-paced environment.
• Must be authorized to work in the US.

Preferred Qualifications

• Experience in the financial services industry.
• Experience working with data warehouses, reporting databases, or enterprise data environments.
• Familiarity with AI-enabled tools and technologies used to improve analytics and reporting processes.
• MBA, CFA, or related advanced certification (plus).

Compensation & Benefits

• Annual base salary range: $110,000 - $125,000 (anticipated pay across multiple U.S. labor markets; guideline only).
• Actual compensation will be determined based on factors including scope and responsibilities, relevant experience, work location, education and training, key skills, internal equity, external market data, and business considerations.
• Comprehensive benefits including medical, dental, vision, life, and disability.
• 401(k) with company match + HSA with company contribution.
• Generous PTO for parental leave, vacation, and holiday time.
• Support for certifications, association dues, and professional development.

Location

• Remote