Manager, Financial Planning & Analysis

About the role

The Manager, Financial Planning & Analysis (FP&A) is responsible for leading the planning, forecasting, budgeting, and financial analysis processes across the organization. This role partners with business leaders to provide insights that drive strategic decision-making and improve financial performance.

Responsibilities

• Preparing management reports
• Planning and forecasting corporate operating expenses
• Participate in all aspects of financial planning process (budgeting, forecast, and other strategic analysis)
• Publishes monthly/quarterly financial reviews, including variance analysis (vs. budget, forecast, and prior year)
• Drive performance management by identifying risks and opportunities
• Create executive-level presentations and reports for senior leadership and board meetings
• Improve financial modeling, reporting tools, and process automation to enhance forecast accuracy and efficiency
• Maintain key performance indicators and support the development of dashboards and decision support tools
• Mentor and develop analyst, fostering a culture of continuous improvement and analytical excellence

Requirements

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 7+ years of progressive financial experience/financial planning and analysis or a related role.
• Strong proficiency in financial modeling and data analysis
• Advanced Microsoft Excel and PowerPoint skills
• Ability to travel up to 25%

Preferred Qualifications

• Master's degree in Finance, Business Administration, or a related field.
• Experience with SAP and OneStream
• Professional certification such as CFA or CPA
• Prior experience building out a BI platform (Power BI) along with knowledge of how to establish/systemize the process of KPI's leveraging business intelligence
• Previous experience working in a private-equity backed organization
• Previous experience with a manufacturing or CPG organization