Sr Manager of Financial Planning and Analysis

Fortidia – Lakewood, CO – Hybrid schedule: WFH Monday & Friday, in-office Tuesday, Wednesday, Thursday.

About the role

The Senior Manager, Financial Planning & Analysis (FP&A) 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, you will lead the annual planning process, forecasting, financial modeling, business performance reporting, and cross-functional financial analysis across the US business.

Responsibilities

• Financial Planning, Budgeting & Forecasting
  • 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.
• Revenue Planning & Performance Management
  • 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.
• Expense Management & Cost Optimization
  • 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.
• Financial Reporting & Business Insights
  • 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.
• Strategic Business Partnership
  • 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.
• Process Improvement & Finance Transformation
  • 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, dental, and vision insurance
• 401(k) with company match
• Paid time off and parental leave
• Training & development opportunities
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Free food & snacks
• Volunteer time off
• Employee Assistance Program (EAP)
• Health Savings Accounts with company contribution

Pay

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