Financial Planning & Analysis (FP&A) Manager

About the role

The FP&A Manager is responsible for leading the company's core budgeting, forecasting, and financial reporting processes. This role ensures that the FP&A function operates with accuracy, consistency, and timeliness, providing the operational backbone for financial decision-making.

Responsibilities

• Own and manage the annual budgeting process, including timeline development, model creation, templates, cross-functional coordination, and consolidation to deliver accurate financial plans
• Lead monthly and quarterly forecasting cycles, ensuring accuracy and timely delivery of updated projections to leadership
• Prepare and deliver comprehensive financial reporting packages, including monthly revenue reporting, performance variance analysis, and forward-looking insights
• Own core FP&A models, ensuring they are scalable, transparent, well-controlled, and aligned with actual business results; maintain data integrity across ERP, payroll, and other enterprise systems
• Supervise and mentor Financial Analyst(s), providing guidance on reporting, analysis, and modeling; establish and enforce best practices and standard processes across FP&A functions
• Partner with department leaders to gather operational input, validate financial assumptions, and develop detailed projections that inform strategic planning
• Identify and implement process improvements, automation opportunities, and system enhancements to reduce manual effort, increase accuracy, and scale FP&A capabilities

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5-8+ years of experience in FP&A, corporate finance, or business analysis
• Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, and data analysis
• Demonstrated experience managing budgeting and forecasting processes from conception through delivery
• Proven experience supervising, mentoring, or leading junior team members
• Strong proficiency with ERP systems and financial planning tools
• Experience with BI/analytics platforms (Power BI, Tableau) preferred
• High attention to detail and exceptional commitment to data accuracy
• Strong ownership mindset and accountability for processes, deliverables, and outcomes
• Excellent organizational and prioritization skills with the ability to manage multiple timelines and coordinate across teams
• Clear communication skills, both written and verbal, with the ability to translate financial data into actionable insights
• Leadership and coaching capability with commitment to building high-performing finance teams

Physical Requirements

• The employee may regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 20 pounds
• Regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
• Regularly required to sit for prolonged periods while working at a computer
• The employee must be a responsible person, and regular attendance is required

Position Requirements (Skills, Knowledge, Abilities)

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5-8+ years of experience in FP&A, corporate finance, or business analysis
• Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, and data analysis
• Demonstrated experience managing budgeting and forecasting processes from conception through delivery
• Proven experience supervising, mentoring, or leading junior team members
• Strong proficiency with ERP systems and financial planning tools
• Experience with BI/analytics platforms (Power BI, Tableau) preferred
• High attention to detail and exceptional commitment to data accuracy
• Strong ownership mindset and accountability for processes, deliverables, and outcomes
• Excellent organizational and prioritization skills with the ability to manage multiple timelines and coordinate across teams
• Clear communication skills, both written and verbal, with the ability to translate financial data into actionable insights
• Leadership and coaching capability with commitment to building high-performing finance teams