FP&A Strategic Manager

Overview

This role is a full-time FP&A Strategic Manager position focused on budgeting, forecasting, financial modeling, and management reporting. The employer is seeking a hands-on, analytical finance leader who can translate complex data into actionable insights and help build scalable financial processes in a technology- and data-driven environment.

Responsibilities

• Budgeting & Financial Planning: Lead the annual budgeting process across all departments to align with organizational goals and strategic priorities.
• Financial Forecasting: Own monthly and quarterly forecasting for revenue, expenses, margins, cash flow, and key operating metrics.
• Revenue Modeling: Build and maintain advanced, driver-based forecasting models by service line, customer, volume, pricing, and operational performance.
• Strategic Financial Analysis: Develop financial models to evaluate growth opportunities, pricing strategies, staffing needs, investments, and margin improvement initiatives.
• Mergers & Acquisitions (M&A): Support acquisition opportunities with financial modeling, due diligence, synergy analysis, and integration planning.
• Executive Reporting & Dashboards: Create financial reporting packages, KPI dashboards, and performance scorecards to provide clear visibility into business performance.
• Performance Analysis: Analyze financial and operational trends, identify risks and opportunities, and provide actionable recommendations.
• Data Analysis & Integration: Analyze and consolidate large data sets across accounting, billing, CRM, and operational systems.
• AI & Process Automation: Use advanced Excel (including Power Query), business intelligence platforms, and AI-enabled tools to automate reporting, enhance forecasting, and improve operational efficiency.
• Financial Process Improvement: Establish consistent reporting standards, model documentation, and scalable financial processes.
• Cross-Functional Collaboration: Partner with department leaders to strengthen financial accountability, improve forecasting accuracy, and drive data-informed decision-making.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.
• Experience:
  • 5+ years of experience in FP&A, strategic finance, investment banking, consulting, business intelligence, or a related field.
  • Strong background in budgeting, forecasting, financial modeling, variance analysis, and reporting.
  • Advanced Excel skills, including Power Query and large data set analysis.
  • Experience building driver-based forecasts and scalable reporting processes.
  • Strong analytical, problem-solving, and communication skills, with the ability to influence senior leadership.
• Preferred tools/skills:
  • Experience with Power BI, Tableau, SQL, or similar analytics tools.
  • Experience with AI-enabled tools, automation, and M&A analysis.
  • Experience in insurance, healthcare, claims management, or related service industries.

Compensation & Benefits

• Paid Time Off and Sick Time
• Medical, Dental, and Vision Insurance
• Short-Term + Long-Term Disability Insurance + Life Insurance
• 401(k) Matching
• Employee Referral Bonus Program

Location

• 100% remote (U.S.-based)
• Preferred time zone: EST
• Occasional travel may be required for quarterly or annual leadership meetings and company events.
• Candidates must be authorized to work in the United States and must not require current or future employment sponsorship.

Equal Opportunity

The employer is an equal opportunity employer and considers qualified applicants without regard to any characteristic protected by applicable law.