Manager, Financial Planning & Analysis

Overview

This role involves leading financial planning, analysis, and reporting for the organization’s Operational Finance team, including the Stone Security business unit. You will help manage annual budgeting, forecasting, and long-range planning cycles while providing executive-level financial insight across multiple business units.

Responsibilities

Financial Planning & Analysis

• Lead annual budgeting, forecasting, and long-range planning processes.
• Review monthly financial performance versus budget and forecast; present key drivers and actionable insights to executive leadership.
• Oversee development of financial models supporting P&L, Balance Sheet, and Cash Flow analysis.
• Conduct ad hoc financial analyses to support strategic initiatives and executive decision-making.
• Manage preparation and quality of monthly, quarterly, and annual financial reporting packages.

Business Partnership

• Partner with Operations leaders across the organization and Stone Security to provide financial guidance and strategic recommendations.
• Translate complex financial and operational data into clear, actionable insights for senior stakeholders.
• Present findings and recommendations directly to executives in a concise and impactful manner.
• Build and maintain strong cross-functional relationships across Finance, Operations, and Executive Leadership.

Operational Finance

• Oversee operational finance activities across the BearCom and Stone Security business units.
• Establish and monitor key performance indicators (KPIs), identifying opportunities to improve profitability and operational efficiency.
• Lead management reporting and executive presentations.

Process Improvement

• Drive finance process streamlining through automation and scalable reporting solutions.
• Lead process improvement and simplification initiatives across the Finance organization.
• Improve reporting accuracy, efficiency, and business intelligence capabilities.
• Establish and promote best practices in financial analysis and reporting across the team.
• Perform other duties and responsibilities as assigned to support the Finance organization’s goals.

Requirements

Education

• Bachelor’s degree in Finance, Accounting, Economics, Business, Physics, Engineering, Mathematics, or another analytical/STEM discipline.
• MBA or advanced degree preferred.

Experience

• 5-7+ years of progressive experience in FP&A, Corporate Finance, or Financial Analysis.
• Experience supporting operational business units and executive leadership required.
• Experience within multi-location, distribution, technology, or security and communications services businesses is a plus.

Technical Skills

• Advanced Microsoft Excel modeling skills.
• Strong PowerPoint presentation capabilities.
• Financial modeling (P&L, Balance Sheet, Cash Flow).
• Budgeting and forecasting.
• Variance analysis.
• KPI development and reporting.
• Business Intelligence platforms (Power BI, Tableau, etc.) preferred.
• SQL and/or Python experience preferred.
• Experience working with large datasets and financial reporting systems.

Core Competencies

• Strong analytical and problem-solving abilities.
• Strategic mindset with strong business acumen.
• Excellent written and verbal communication skills.
• Executive-level presentation skills.
• Ability to influence without direct authority.
• Strong organizational and project management skills.
• Intellectual curiosity and continuous improvement mindset.
• Ability to manage multiple priorities in a fast-paced environment.
• High degree of professionalism, integrity, and accountability.
• Collaborative leader with the ability to work independently and empower others.

Preferred Qualifications

• MBA or advanced degree.
• Business Intelligence platform experience (Power BI, Tableau, etc.).
• SQL and/or Python experience.
• Experience within multi-location, distribution, technology, or security and communications services businesses.

Compensation & Benefits

• Highly competitive compensation.
• Medical, Dental, and Vision Insurance.
• Company-Paid Life, Short/Long-Term Disability Insurance.
• Paid Holidays.
• Generous Paid Time Off.
• Matching 401k Plan.
• Employee Referral Bonus.
• Tuition Reimbursement.

Location

• Not specified.

Equal Opportunity Employer

The organization is an equal-opportunity workplace and provides consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other disability protected by law. Employment decisions are based upon qualifications, merit, and business need.