Mgr, Financial Plan & Analysis

Our Department of Defense contract requires US citizenship and a favorably adjudicated DOD background investigation for this position. Veterans, Reservists, Guardsmen and military family members are encouraged to apply.

About the Role

This position oversees the development and management of annual and ongoing financial planning processes and/or the development and management of interim variance analysis reporting. Responsibilities may include leading budgeting, forecasting, and monthly close variance analysis, as well as developing financial analyses for senior management decision-making.

Responsibilities

• Lead and drive the annual budget and ongoing forecast processes, including building, maintaining, and evolving forecasting models and reporting.
• Lead and drive monthly close variance analysis reporting, including consolidated reporting and department-level views.
• Facilitate and supervise the preparation of periodic cost reports.
• Develop various analyses for senior management to support decision-making.
• Collaborate with Accounting on monthly close, reviewing account balances for appropriateness, potential accruals, or miscoding issues.
• Support departments in maintaining budgets while achieving designated goals.
• Utilize tools such as Excel, nVision, and PeopleSoft Query for financial analysis.
• Analyze data and develop analytical tools to improve financial reporting.
• Produce reporting that is timely, complete, thoughtful, understandable, and accurate.
• Drive process improvements within financial operations.
• Mentor, manage, and develop staff, including aligning and tracking individual goals, performance assessments, and compensation recommendations.
• Ensure all processes and documentation support departmental policies.
• Perform other duties as assigned.
• Regular and reliable attendance is required.

Requirements

• Bachelor’s (BA/BS) Degree in Finance, Accounting, or a related field.
• Five (5) to ten (10) years of progressive finance or accounting experience.
• Three (3) to five (5) years of experience leading or supervising a team.
• Five (5) or more years of experience in financial analytics and modeling.
• Advanced Excel skills, including pivot tables, lookup statements, "if" statements, and building/validating/troubleshooting Excel models.
• U.S. Citizenship (required if supporting the TRICARE contract).
• Ability to receive a favorable interim and adjudicated final Department of Defense (DoD) background investigation (required if supporting the TRICARE contract).

Preferred Qualifications

• Master’s Degree in Business Administration (MBA).
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA).
• Demonstrated proficiency with budgeting, forecasting, management reporting, and variance analysis.
• Familiarity with G.A.A.P.
• Knowledge of PeopleSoft ERP or similar software.
• Strong statistical background to perform complex calculations.
• Experience with queries, dashboards, and other financial data reporting tools.
• Business partnership and presentation skills, with the ability to translate complex data into actionable business insights.

Skills

• Coaching, training, and mentoring.
• Commitment to task and high motivation.
• Strong communication and interpersonal skills, with the ability to influence and collaborate.
• Creativity and innovation in problem-solving.
• Independent thinking and self-initiative.
• Information management and ability to draw sound conclusions from complex data.
• Leadership and team-building.
• Organizational skills and attention to detail.
• Problem-solving and analytical skills with a realistic understanding of relevant issues.

Working Conditions

• Standard office environment with minimal travel.
• Extensive computer work with prolonged periods of sitting.

Benefits

• Medical, dental, and vision coverage.
• Paid time off.
• 401(k) Retirement Savings Plan with company matching.
• Short-term and long-term disability insurance.
• Basic life and accidental death and dismemberment insurance.
• Tuition reimbursement.
• Paid volunteer time.
• Frequent pay raises, overtime opportunities, and recognition/reward programs.

Pay

This position typically ranges from $119,000 to $132,000 per year.