Manager, Financial Planning & Analysis

Key Responsibilities

• Lead end-to-end AOP process across all business units and functional areas (timeline, P&L models, assumptions, consolidation)
• Partner with operational and functional leaders to pressure-test assumptions and align targets with value creation plan
• Drive bottom-up and top-down alignment across revenue, cost structure, and capital deployment
• Translate AOP into actionable KPIs and operating cadences across the organization
• Continuously refine planning processes within Oracle EPM (Planning/Forecasting modules)
• Sponsor, Lender, and Internal Reporting
• Own preparation of flash/monthly/quarterly reporting packages for the management team, private equity sponsors, and lenders
• Develop clear narratives around EBITDA performance vs. plan
• Cash flow and liquidity
• Variance drivers and forward outlook
• Ensure consistency, accuracy, and auditability of all reported financials
• Partner with CFO/SVP FP&A to support Board materials and investor communications
• Anticipate and respond to sponsor inquiries with data-backed insights
• Oracle EPM Leadership
• Serve as functional owner of Oracle EPM (Planning, Reporting, Consolidation)
• Lead enhancements to Forecasting accuracy
• Reporting automation
• Scenario modeling capabilities
• Partner with IT and external providers to resolve system limitations and enhance capabilities
• Establish best practices for data governance, dimensionality, and reporting consistency
• Financial Reporting & Performance Management
• Lead monthly and quarterly performance analysis vs. AOP and prior year
• Identify key drivers of EBITDA variability across P&Ls
• Build executive-level dashboards and reporting tools to track
• Revenue composition
• Margin performance
• Operational KPIs
• Functional area spend
• Deliver concise, decision-oriented, actionable insights to senior leadership
• Build detailed financial models to assess performance, identify growth opportunities, productivity improvements and forecast future results
• Perform other ad-hoc duties as requested

Qualifications

• Bachelor’s degree in finance or accounting - CPA and/or MBA in Finance designations preferred
• Minimum 5 years of experience in FP&A and/or closely related function
• Minimum 3 years in a Corporate Headquarters role, with experience in a privately held or private equity owned organization preferred
• Strong accounting and financial modeling knowledge and experience, including reasonable familiarity and understanding of Generally Accepted Accounting Principles (GAAP) and ability to understand/interpret financial statements
• Prior experience with Oracle ERP/EPM and SQL strongly preferred

Required Competencies and Characteristics

• Thrives in a fast-moving, non-bureaucratic and high expectations environment
• Effective leadership, mentoring, and organizational skills
• Exceptional analytical and communication skills
• Demonstrated ability to continuously improve the efficiency and effectiveness of key processes
• Demonstrated record of developing and advancing direct reports
• Advanced skills in MS Excel and PowerPoint
• Delivers high quality work product/results within established deadlines