Sr Manager of Financial Planning and Analysis

About the role

For our Lakewood office, we are searching for a Senior Manager, Financial Planning & Analysis (FP&A), mainly focused on leading financial planning, forecasting, budgeting, and business performance management for our US Business Operations organization. The Senior Manager acts as a strategic business partner to senior executives and functional leaders, providing financial insights that drive profitable growth, operational excellence, and informed decision-making. In this role, the Senior Manager will lead the annual planning process, forecasting, financial modeling, business performance reporting, and cross-functional financial analysis across the US business.

The ideal candidate combines strong financial acumen, analytical rigor, and business partnership skills with the ability to translate complex financial data into actionable recommendations. This individual will play a critical role in optimizing revenue performance, managing operating expenses, enhancing forecasting accuracy, and leading annual planning processes across the US business. The Senior Manager will report to the VP of Finance, Head of North America Finance.

Responsibilities

• Lead the annual operating plan (AOP), strategic plan, and rolling forecast processes for the US business.
• Develop and maintain robust financial models to support revenue forecasting, headcount planning, investment decisions, and expense management.
• Partner with business leaders to create detailed budgets and forecasts aligned with strategic priorities.
• Drive continuous improvement in forecasting accuracy through data-driven insights and operational metrics.
• Prepare monthly, quarterly, and annual financial outlooks and present results to executive leadership.
• Partner with Sales, Operations, and Commercial leadership to monitor revenue performance and identify risks and opportunities.
• Analyze revenue trends, customer performance, pricing dynamics, and business drivers impacting growth.
• Develop revenue forecasting methodologies and performance dashboards to support business decisions.
• Evaluate strategic growth initiatives, investments, and commercial programs through financial modeling and scenario analysis.
• Provide recommendations to improve profitability, revenue growth, and operating leverage.
• Lead operating expense planning, reporting, and variance analysis across the US organization.
• Establish cost management disciplines and monitor spending against budget and forecast commitments.
• Partner with functional leaders to identify productivity improvements and cost optimization opportunities.
• Evaluate investment proposals, workforce plans, and capital allocation decisions to ensure alignment with financial objectives.
• Drive accountability for achieving expense targets while supporting business growth objectives.
• Deliver timely and accurate monthly management reporting packages, including variance analyses and executive summaries.
• Identify key business drivers, risks, and opportunities and communicate actionable recommendations to leadership.
• Develop executive-level dashboards, KPIs, and performance metrics to support operational decision-making.
• Lead financial analysis related to profitability, margin management, customer performance, and business initiatives.
• Support preparation of Board, Executive Leadership Team, and Regional Finance presentations.
• Serve as a trusted advisor to business leaders across Sales, Operations, Marketing, Customer Success, and Corporate Functions.
• Support strategic initiatives, business cases, M&A evaluations, and investment analyses as needed.
• Drive financial discipline and fact-based decision-making throughout the organization.
• Influence stakeholders across multiple levels by delivering clear financial insights and recommendations.
• Partner with global and regional finance teams to ensure alignment with corporate objectives and reporting standards.
• Continuously improve FP&A processes, systems, reporting tools, and financial models.
• Leverage technology and analytics to automate reporting and increase efficiency.
• Promote best practices in financial planning, forecasting, and business performance management.
• Support finance transformation initiatives and adoption of advanced planning and reporting capabilities.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required. MBA, CPA, CFA, or equivalent advanced certification preferred.
• Excellent mastery of written and spoken English.
• Minimum of 8 years of progressive experience in FP&A, corporate finance, business finance, or related disciplines.
• Minimum of 3 years of leadership or management experience.
• Experience supporting commercial, operational, or business unit leaders in a complex organization.
• Demonstrated success leading budgeting, forecasting, and strategic planning processes.
• Experience working within a multinational or matrixed organization preferred.
• Advanced financial modeling and analytical capabilities.
• Strong expertise in budgeting, forecasting, variance analysis, and performance management.
• Proficiency with ERP, financial planning, and business intelligence tools.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with Power BI, Tableau, Adaptive Planning, Anaplan, SAP, Oracle, or similar platforms preferred.
• Strategic thinking with strong business partnership and financial analysis skills.
• Excellent communication and presentation skills with the ability to translate complex financial data into actionable business insights.
• Collaborative spirit, with appreciation of diverse perspectives.
• Bold, passionate, tenacious and curious mindset, not afraid to explore new ideas and challenge the status quo in pursuit of better solutions.

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Free food & snacks

Pay

Compensation $115k–$135k gross annual salary + bonus + benefits. Final compensation will depend on experience, skills, and internal equity criteria aligned with our compensation framework.

Schedule

Hybrid Schedule = WFH Monday & Friday, In-office Tuesday, Wednesday, Thursday.