Manager of FP&A
About the role
The Finance team at CADY is building a best-in-class FP&A function that transforms financial data into clear, actionable insights for leadership, driving better commercial and operational decisions.
Responsibilities
Own the end-to-end annual budgeting process — timeline, templates, guidance, and consolidation — partnering with business owners and department leaders to build accurate, well-supported budgets.
Rebuild and standardize the budgeting process and tools to make the annual cycle more efficient, accurate, and scalable as CADY grows.
Train and support business owners in preparing their own budgets, ensuring assumptions are documented and defensible.
Consolidate departmental and entity-level budgets into a company-wide budget for leadership review and approval.
Lead quarterly (and as-needed) forecast updates, incorporating actuals, business owner input, and updated assumptions.
Build a repeatable, lightweight forecasting process and cadence that business owners and leadership can rely on throughout the year.
Monitor key business drivers and proactively flag emerging trends that should inform forecast revisions.
Support & variance analysis: Partner with the Manager of Financial reporting, play a key role in monthly variance analysis as part of the close process, partnering with Accounting to understand actuals and explain budget/forecast variances across the income statement, balance sheet, and cash flow.
Build a consistent, scalable variance-analysis process and reporting cadence tied to the monthly close calendar.
Identify variance drivers, flag risks and opportunities, and recommend action items for business owners and leadership.
Reporting & Business Owner Support: Own delivery of recurring financial reporting packages to business owners — budget-to-actual, forecast-to-actual, and KPI trends — in a format that is clear and actionable. Serve as the go-to FP&A partner for business owners throughout the year, answering questions on their budget/forecast performance and helping them plan ahead; develop a culture on the FP&A team of “living in the business.”
Prepare leadership-ready commentary that explains the story behind the numbers, not just the numbers themselves.
Provide ad hoc analysis and reporting to support leadership decision-making as needs arise.
Team Leadership & Process Improvement: Manage and develop two FP&A Analysts — setting priorities, reviewing work, and building their skills in budgeting, forecasting, and variance analysis. Foster a culture of accountability, collaboration, continuous improvement, and professional development within the team. Drive process improvement and automation within Sage Intacct, Domo, and other financial and reporting systems to increase efficiency and scalability.
Requirements
Bachelor's degree in Accounting, Finance, or a related field (required).
5+ years of progressive experience in FP&A, budgeting, or financial analysis, with hands-on ownership of a budgeting and/or forecasting cycle.
Prior formal leadership experience required.
Demonstrated ability to build or significantly improve a budgeting, forecasting, or variance-reporting process, rather than simply maintain an existing one.
Strong variance-analysis skills, with the ability to identify drivers and translate them into clear, actionable narrative.
Experience supporting a monthly or quarterly close process from an FP&A perspective.
Experience with ERP and BI/reporting tools (Sage Intacct, Domo, or comparable) and advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP (or VLOOKUP), and SUMIFS.
Strong analytical and problem-solving abilities with a continuous improvement mindset.
Excellent written and verbal communication skills, with the ability to turn numbers into a story business owners and leadership can act on.
Comfortable partnering cross-functionally with both business owners and the Accounting team.
Self-motivated and comfortable operating with high ownership in a fast-paced, high-growth environment where a lot needs to be built from scratch.