Financial Planning & Analysis Manager (FP&A)

Overview

This role is remote and supports 401(k) and pension initiatives. The Financial Planning & Analysis Manager (FP&A) serves as a strategic business partner responsible for revenue forecasting, sales analytics, financial planning, and budgeting support. While operating as an individual contributor, the position 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
• Complete performance variance analysis and provide meaningful explanations of financial results
• Build business cases and financial models to support strategic initiatives and investments
• Deliver executive-level reporting and presentations that translate 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 the 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 move away from highly manual Excel-based processes while maintaining strong analytical rigor
• Leverage AI and advanced analytics tools to improve forecasting, reporting, and decision-making capabilities

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
• 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

Preferred Qualifications

• Experience working in 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 is a plus

Compensation & Benefits

• Annual base salary range: $110,000 - $125,000
• Competitive salary and comprehensive benefits (medical, dental, vision, life, 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

Work Authorization

• Must be authorized to work in the US