FP&A Manager

About the role

The FP&A Manager will support the company’s Financial Planning and Analysis (FP&A) function through budgeting, financial analysis, reporting, and decision-support activities. This role requires strong communication skills and the ability to collaborate across departments to drive financial efficiency, improve profitability, and support informed business decisions.

Responsibilities

• Communicate FP&A insights to decision makers using clear visuals, concise analysis, and effective storytelling.
• Maintain and improve the existing Excel-based budgeting platform while evaluating potential third-party planning applications.
• Assist with month-end analysis to maintain expenditure controls and track financial performance against forecasts.
• Provide cost analysis, identify trends, and recommend strategies to optimize spending and improve profitability.
• Assist in developing and implementing financial processes that improve scalability, accuracy, and reliability in reporting and analysis.
• Summarize and track budgets to support expenditure review and approval recommendations.
• Support month-end processes, including revenue recognition, annual surveys, and stock analysis.
• Build strong relationships with business unit leaders to understand operational needs and provide meaningful financial support.

Skills & Certifications

• Expert-level Microsoft Excel skills, including macros and Visual Basic for Applications (VBA) macros and related tools.
• Knowledge of financial planning, budgeting, and forecasting processes.
• Understanding of U.S. GAAP and financial statements.
• Strong communication and presentation skills, with the ability to convey financial insights, analyses, and recommendations to decision makers.
• Continuous learner with a growth mindset and an interest in improving processes and adopting new technologies.
• Innovative thinker who proactively seeks opportunities for efficiency improvements and automation.
• Strong attention to detail with the ability to manage multiple projects and deadlines.
• Familiarity with database structures and querying information.
• Experience with Deltek, UKG, Power BI, and Tableau is a plus.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field.
• Experience with professional services firms and M&A activity in the areas of implementation and analysis is a plus.
• 15+ years of experience in financial planning and analysis.
• CPA is a plus, but not required.

Benefits

• Medical, dental, prescription and life insurance
• Long-term and short-term disability insurance
• Paid time off (PTO) and 8 company paid holidays (and Veteran’s Day for our veterans)
• Traditional and Roth 401(k) plans
• Employee Stock Ownership Plan (ESOP)
• Health Savings Account (HSA)
• 529 College Savings Plan
• Flexible spending accounts (FSA)
• Employee Assistance Plan