Manager, Financial Planning & Analysis

Overview

This role is a remote Financial Planning & Analysis (FP&A) Manager position supporting the organization’s financial forecasting, budgeting, reporting, and strategic financial modeling. The Manager will lead FP&A processes, partner cross-functionally to build pro forma financial models for strategic initiatives, and translate data from multiple systems into actionable recommendations for leadership.

The position reports to the AVP of FP&A and requires quarterly travel.

Responsibilities

• Lead the creation of the annual budget and quarterly forecasts; collaborate with business leaders to inform revenue and expense estimates and build pro forma financial models that forecast business performance and financial results
• Mentor, coach, and develop a team of 2 to 4 analysts, fostering continuous learning and professional growth
• Manage the Workday Adaptive Planning instance for planning models; identify opportunities to leverage the system to automate and simplify planning cycles
• Track and review actuals versus budget and forecast estimates
• Provide insightful financial variance commentary that explains underlying drivers and root causes of performance deviations to help leadership understand “why” and inform strategic actions
• Advise on ROI and other decision-making for new initiatives, new clients, and other business opportunities through thorough financial analysis and sound judgment
• Assist in preparation of executive and Board presentations, as well as investor materials
• Support capital planning, scenario planning, and M&A as needed
• Partner with Strategy and Analytics teams to define and monitor KPIs that measure business results against expectation
• Partner with Accounting to deliver month-end close items and support audit (as needed)
• Break down strategic problems, analyze data and information, and deliver financial insights and recommendations
• Document work processes, including data sources and definitions
• Independently handle non-routine situations as they arise

Requirements

• BA/BS degree
• 4+ years of experience in consulting, finance, or FP&A at either a high-growth company or a large, well-established organization
• Superior financial modeling, quantitative, and analytical skills, with comfort creating scalable models
• Ability to develop direct reports and foster a collaborative, engaged team environment
• 1+ years of experience using Adaptive Planning
• Excellent communication and narrative storytelling/presentation skills
• Demonstrated experience (or comfort) presenting to senior leaders and/or executives, with willingness to offer an opinion before being asked
• Collaborative, self-starter approach
• Familiarity with US GAAP; ability to communicate differences in GAAP and cash financials
• Excel fluency and strong PowerPoint skills; basic knowledge of SQL or data visualization a plus
• Comfort with AI and familiarity with creating agents in tools such as Copilot Studio
• Demonstrated advanced usage of AI and experience managing teams using AI to drive process and technological improvements, including exploration, experimentation, and application of AI
• Remote role: must be willing and able to travel to and work onsite at client, temporary, or corporate office locations as business needs require

Preferred Qualifications

• Not specified

Compensation & Benefits

• This position pays between $92,400 - $159,450 based on experience
• Bonus incentives
• Paid certifications
• Tuition reimbursement
• Comprehensive benefits package, including healthcare, time off, retirement, and well-being programs
• Career advancement opportunities
• Associate incentives (quarterly and annual incentive programs)

Location

• Remote
• Quarterly travel required

Work Authorization / Eligibility

Due to business, operational, payroll, and regulatory requirements, this position is limited to individuals who reside and are authorized to work within the United States. Applications generated from outside the United States will not be considered. Individuals may reapply when located within the United States.