Senior Financial Planning & Analysis Manager

Overview

The Senior Financial Planning & Analysis Manager provides advanced financial leadership, reporting, analysis, and strategic partnership to the assigned division or business segment. This highly visible role collaborates closely with senior Finance and Operational leaders to drive comprehensive financial planning initiatives and deliver data-driven insights to support strategic decision-making. The role leads complex strategic finance projects, mentors team members, establishes best practices in financial modeling and analysis, and advises business leaders on objectives and growth strategies, including initiatives related to acquisitions and continuous process improvement.

Responsibilities

• Serve as a financial thought leader by building strong partnerships with leadership and cross-functional business partners.
• 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.
• Develop, maintain, and ensure the 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 by providing financial insight, due diligence support, and integration planning as required.
• Mentor or coach analysts and finance managers as the team scales or 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.

Requirements

• Bachelor’s degree required; concentration in Finance or Accounting.
• 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 8 years of experience in detailed budgeting and forecasting, financial modeling, financial reporting, and KPI & dashboard reporting. Must be able to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, executive-level reporting and analysis.
• Comfortable building processes and looking for 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; able 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 and ability 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 audiences.

Preferred Qualifications

• None stated.

Compensation & Benefits

• Pay range: USD $82,080.00 - USD $127,500.00 /Yr.
• Comprehensive health and financial protection: medical, dental, vision, life and disability insurance; 401(k) with company match; flexible spending accounts.
• Resources to support whole-life needs: employee assistance programs and work/life balance tools.
• Investment in growth: referral bonuses, tuition reimbursement, on-the-job training, certification assistance, and continuing education support.
• Time to recharge: paid holidays, vacation, and sick time.

Location

• Not specified.

Travel Requirements

• 0% to 5%