Manager, FP&A

Overview

A diversified holding company managing 14 operating companies with revenues up to $500 million is seeking a Manager of Financial Planning & Analysis (FP&A). The organization focuses on enhancing financial planning, forecasting, reporting, and analysis by integrating advanced tools including AI and automation to support data-driven decision-making across its portfolio.

Responsibilities

• Support financial reporting and consolidation for corporate and operating companies.
• Coordinate planning processes including actuals, forecasts, outlooks, annual operating plans, and strategic plans.
• Prepare consolidated and operating company-level management reports.
• Analyze financial statements with commentary linked to business drivers.
• Participate in Monthly Operating Reviews and track issue resolution.
• Manage the annual operating company Task List process.
• Build and maintain financial models for strategic and operational analyses.
• Partner with corporate functions on projects and ad hoc analyses.
• Monitor cash flow and collaborate on working capital optimization.
• Support data requests from corporate functions.
• Continuously improve recurring deliverables and processes.
• Develop dashboards and self-service tools using AI and data visualization platforms.
• Identify and implement AI and automation opportunities.
• Coach and develop operating company FP&A and accounting teams.
• Support onboarding and provide interim FP&A capacity as needed.
• Assist in driving profit and process improvement initiatives at the operating companies.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3 to 6 years of progressive FP&A, corporate finance, or accounting experience, preferably in multi-entity or multi-division environments.
• Strong intellectual curiosity and analytical skills.
• Proficiency in Excel, PowerPoint, Power BI or Tableau; exposure to AI; experience with EPM systems and major ERPs.
• Proven accuracy and attention to detail in reporting and analysis.
• Effective project management skills.
• Ability to work independently and manage ambiguity.
• Strong communication skills tailored to varied audiences.

Preferred Qualifications

• Advanced credentials such as MBA, CPA, CFA, or CMA.
• Experience in manufacturing, industrial services, or multi-site operations.
• Knowledge of cost accounting and variance analysis.
• Experience with AI tools, Python/SQL, Alteryx, or automation in finance.

Compensation & Benefits

• Base salary range: $100,000 to $125,000, commensurate with experience.
• Eligible for annual performance bonus.
• Comprehensive benefits package.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Location

This is a corporate finance role supporting multiple operating companies; specific location details were not provided.