Senior Financial Planning & Analysis Manager

Overview

The Senior Financial Planning & Analysis Manager provides advanced financial leadership, reporting, analysis, and strategic partnership to an assigned division or business segment. This highly visible role collaborates closely with senior Finance and operational leaders to drive comprehensive financial planning initiatives and data-driven insights for strategic decision-making. Responsibilities include leading complex strategic finance projects, mentoring team members, establishing best practices in financial modeling and analysis, and advising on business objectives and growth strategies, including activities related to acquisitions and continuous process improvement.

Responsibilities

• Develop strong partnerships with leadership and cross-functional business partners; act as a financial thought leader.
• Lead preparation, consolidation, and presentation of financial performance reports, forecasts, and strategic analyses for assigned business units.
• Oversee and continuously improve financial planning processes, reporting automation, and metric dashboards to deliver actionable insights to executive management.
• Direct and facilitate quarterly and annual business reviews, including in-depth variance analysis, business drivers, and recommended action plans.
• Guide development, maintenance, and accuracy of advanced headcount and resource planning models, including internal labor, contractors, and capex/opex spending.
• Lead preparation and review of comprehensive ROI analyses for projects.
• Support corporate M&A activities with financial insight, due diligence support, and integration planning as required.
• Mentor or coach analysts and finance managers as the team scales or as project needs dictate.
• Represent Finance in cross-functional strategic projects and initiatives; support or lead others through formal project management.
• Maintain up-to-date knowledge of industry trends, best practices, and regulatory requirements impacting financial planning and analysis.
• Perform other duties as assigned by the supervisor, which may occasionally be unrelated to the position described.

Requirements

Education

• Bachelor’s degree required, concentration in Finance or Accounting.

Certifications/Licensure

• None

Qualifications/Experience

• Exceptional Microsoft Office skills, especially Excel and PowerPoint.
• Proven experience leveraging financial reporting systems, preferably NetSuite and Workday Adaptive Insights.
• Experience developing and maintaining PowerBI dashboards highly recommended.
• Minimum of 8 years of experience in detailed budgeting and forecasting, financial modeling, financial reporting, and KPI & dashboard reporting.
• Ability to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, executive-level reporting and analysis.
• Comfortable building processes and identifying solutions to scale the organization and drive efficiencies.
• Comfortable in an acquisitive / M&A environment with continual additions and change.
• Quick learner focused on outcomes, with a strong sense of urgency and willingness to go the extra mile.
• Ability to thrive in high-pressure, deadline-oriented, dynamic environments.
• Experience leading and managing project teams to completion while also being hands-on.
• Strong interpersonal communication skills; able to work effectively with senior leadership.
• Demonstrated ability to follow established policies, with effective verbal and written communication skills.
• Ability to influence decisions through clear, data-driven analysis and cogent presentation.
• Experience presenting financial information to groups, including executive level.

Preferred Qualifications

• Experience with PowerBI dashboards.
• Experience with NetSuite and Workday Adaptive Insights.

Compensation & Benefits

• Pay range: USD $82,080.00 - USD $127,500.00 /Yr.
• Medical, dental, and vision insurance
• Life and disability insurance
• 401(k) with company match
• Flexible spending accounts
• Employee assistance programs and work/life balance tools
• Referral bonuses
• Tuition reimbursement
• On-the-job training
• Certification assistance
• Continuing education support
• Paid holidays
• Vacation and sick time

Location

Not specified.

Travel Requirements

• 0% to 5%

Equal Opportunity Statement

This employer is an equal opportunity employer. Qualified applicants will receive consideration for employment based on merit without regard to protected characteristics under federal, state, or local law. The employer also complies with the Vietnam Era Veterans' Readjustment Act and Section 503 of the Rehabilitation Act.