Financial Planning and Analysis Manager

Essential Duties and Responsibilities

• Operations Partnership
• Serve as the senior finance partner to operations leadership.
• Finance is embedded with operations, not behind it.
• Lead monthly and quarterly business reviews with Directors and VPs covering P&L performance, margin trends, job profitability, and forecasts.
• Build working relationships with operations leadership. Incorporate operational realities into financial analysis.
• Partner with operations on workforce planning, pricing, resource allocation, and capital investment decisions.
• Identify financial risks and margin improvement opportunities.
• Provide financial perspective on job-level go/no-go decisions, staffing trade-offs, and strategic investments before commitments are made.
• Participate in bid reviews, operational planning sessions, and strategic discussions.
• Team Leadership & Development
• Manage and develop a team of analysts.
• Build each into an effective financial partner.
• Set expectations around analytical quality and operations engagement.
• Analysts should be known and trusted by the operations leaders they support.
• Own recruiting, interviewing, and onboarding for FP&A team members.
• Provide regular coaching, feedback, and development planning.
• Establish the FP&A operating rhythm: weekly check-ins, monthly reviews, forecast cycles, and quarterly business reviews.
• Cook up workload and priorities across the team to ensure consistent LOB coverage.
• Financial Planning & Analysis
• Own annual budgeting, monthly forecasting, and long-range planning.
• Analyze results relative to budget, trends, and key business drivers.
• Build and maintain financial models for scenario analysis and performance tracking.
• Produce monthly reporting packages, dashboards, and KPI scorecards for senior leadership.
• Identify variances and opportunities for margin improvement and cost control.
• Job Cost & Project Oversight
• Oversee job cost analysis, WIP/POC reporting, and over/under billing reviews performed by the team.
• Ensure consistent application of job costing policies, internal controls, and reporting standards.
• Analyze project, region, and segment profitability. Recommend corrective actions.
• Partner with Accounting to resolve cost entry issues, misclassifications, and timing discrepancies.
• Process Improvement & Systems
• Improve forecasting, reporting, job cost tracking, and team workflows.
• Support ERP and reporting enhancements (Vista Viewpoint, Power BI).
• Document SOPs and best practices.
• Drive standardization and automation to improve speed and accuracy.

Required Qualifications

• BS/BA in Finance, Accounting, Business or equivalent.
• 3-5 years of experience in financial analysis, business analysis, or a related role.
• At least 2 Years managing or leading a team.
• Construction or manufacturing experience preferred, familiarity with Work in Process accounting.
• Ability to build trust with operations leaders and influence decisions through financial insight.
• Strong budgeting, forecasting, financial modeling, and variance analysis skills.
• Proficiency in WIP, POC, and job cost analysis.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with ERP systems and business intelligence tools. Vista Viewpoint a plus.
• Strong technical abilities, i.e., Office Suite, Power BI, SQL and/or other analytical tools.
• Strong analytical and problem-solving skills related to data mining and analytics.
• High degree of business acumen.
• Strong leadership and project management skills.
• Excellent analytical, critical thinking, and problem-solving skills.
• Superior written and verbal communication skills.
• Able to manage multiple projects and meet tight deadlines.
• Self-motivated, high personal responsibility and integrity.
• Collaborative, team-oriented individual willing to assist wherever needed to ensure the group provides accurate and timely financial information.