Senior Manager of Financial Planning & Analysis

About the role

Reporting directly to the CFO, the Senior Manager of Financial Planning and Analysis will lead the day-to-day FP&A function and financial data management process. This role supports collaborative cross-functional efforts to drive relevant, flexible, and efficient financial planning and analysis that informs key business decisions. Responsibilities include managing and evolving financial tools, financial reporting, forecasting, and the annual operating plan, as well as overseeing company-wide budgeting, long-term planning, and business performance analysis.

Responsibilities

• Designs, implements, and manages the company-wide annual budget and recurring forecasting process, including timelines, assumptions, templates, consolidation, and review cadence.
• Prepares weekly, monthly, and quarterly financial reporting, including variance analysis and clear explanations of performance against budget, forecast, and prior periods.
• Creates financial models and scenarios as a key input for business planning decisions.
• Prepares and analyzes data, which may include locating, profiling, cleansing, extracting, mapping, importing, transforming, validating, or modeling.
• Uses knowledge of business objectives, strategies, and needs to identify opportunities where data can be leveraged to achieve desired business benefits.
• Understands current data context, processes, and availability, and how existing data can be leveraged to achieve desired outcomes.
• Ensures data integrity and consistency throughout the business and systems; performs validation and testing to confirm accuracy.
• Identifies and executes process improvement opportunities.
• Leads ad hoc financial analysis where the business question, available data, or analytical approach may not be clearly defined; frames the question, develops the analysis, and communicates recommendations.
• Develops scalable management reporting and dashboards using Power BI and other financial and data tools.
• Manages and develops the FP&A team, including prioritization, coaching, and review of work product.

Requirements

• Bachelor’s degree in Accounting or Finance.
• 7+ years of progressive FP&A, corporate finance, or related experience, including hands-on responsibility for budgeting, forecasting, and management reporting.
• Highly proficient in Excel.
• Ability to work independently, create structure from ambiguity, and manage new projects with general guidance.
• Ability to develop innovative solutions to support business needs.
• Prior people-management or significant team and project leadership experience.

Preferred Qualifications

• CPA, along with public accounting experience, or CMA.
• Equivalent industry and project management experience.
• Experience with Microsoft Dynamics 365 Business Applications.
• Experience with Corporate Performance Management Tools.
• Hands-on experience with Power BI or a comparable business intelligence platform; experience with Power Query, DAX, SQL, relational databases, or extracting data from ERP systems strongly preferred.
• Experience with ASC-606 Revenue Recognition.
• Experience in the Construction and Service industries.

Location

Remote with a preferred location of Columbia, MD; Virginia Beach, VA; Roanoke, VA; Richmond, VA; Pittsburgh, PA; and Naples, FL.

Physical Demands

• Regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
• Frequently required to stand and walk.
• Must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

The noise level in the work environment is usually quiet.