Financial Planning and Analysis Manager

The Manager, FP&A & Finance Analytics leads the company’s planning function while personally architecting and standardizing the financial modeling engine that supports enterprise decision-making. This role is responsible for building scalable, driver-based financial models, integrating data directly from core systems and eliminating manual reporting processes through disciplined automation. The position is designed for a hands-on finance leader who combines strong business acumen with deep financial modeling expertise and a systems-oriented mindset.

The Manager leads and develops a high-performing FP&A team, promoting accountability, operational insight and financial discipline across the organization.

Essential Functions, Duties, and Responsibilities

Financial Model Architecture & Data Discipline

• Personally designs, rebuilds and standardizes enterprise budgeting, forecasting and scenario models
• Develops modular, documented and auditable model frameworks that are scalable across business units
• Establishes consistent financial drivers, definitions and calculation logic
• Connects financial models directly to ERP and operational data sources to reduce manual processes
• Partners in the design or development of SQL queries, structured data extracts or BI integrations that support planning models
• Implements validation controls, structured documentation and version management practices
• Eliminates spreadsheet redundancy and reduces key-person dependency through disciplined model design

Centralized Planning & Forecast Leadership

• Leads the annual budgeting process and rolling forecast cycles using driver-based methodologies
• Builds scenario models and sensitivity analyses to support executive decision-making
• Aligns financial plans with operational initiatives, headcount strategy and investment priorities
• Establishes structured planning calendars, assumptions and governance standards
• Translates operational drivers into structured financial forecasts

Automation & Performance Management

• Automates recurring management reporting and planning workflows
• Develops scalable dashboards and standardized executive reporting packages
• Improves forecast cycle time and reporting accuracy through system integration and process redesign
• Embeds analytics into performance management and variance analysis

Treasury & Liquidity Oversight (Embedded Within FP&A)

• Owns short-term and rolling cash flow forecasting aligned with operating forecasts
• Monitors daily cash position and liquidity requirements
• Reviews and releases payments prepared by Accounting to maintain segregation of duties
• Oversees bank account administration, platform access controls and periodic user reviews
• Tracks foreign currency exposures and reviews banking fees to ensure cost efficiency

Partnership with Accounting

• Ensures alignment between reported actuals and forward-looking forecasts
• Aligns financial model assumptions with accounting policies and chart of accounts structure
• Maintains clear separation between transaction execution and financial oversight

Team Leadership

• Leads and develops the FP&A team
• Establishes performance expectations aligned with analytical rigor and process discipline
• Promotes cross-functional collaboration and financial accountability

Qualifications

Educational and Experience Requirements

• Bachelor’s degree in Finance, Accounting, Data Analytics, Business Analytics, Management Information Systems or a related quantitative field
• 7 years of progressive FP&A, corporate finance or finance analytics experience
• Demonstrated experience building and standardizing complex financial models
• Proven leadership experience developing and managing high-performing teams
• Advanced financial modeling expertise, including driver-based forecasting and scenario modeling
• Experience in integrating financial models with ERP data and structured datasets
• Strong proficiency in Excel; experience with BI tools such as Power BI or Tableau
• SQL proficiency or demonstrated experience working directly with structured data strongly preferred
• Experience in operational or manufacturing environments preferred

Knowledge, Skills, and Abilities

• Growth-oriented mindset with a focus on scaling processes, strengthening financial discipline and leveraging technology to drive efficiency and insight
• Strong analytical and critical-thinking capability with the ability to translate data into actionable strategies that support expansion and performance improvement
• Clear and confident communicator who effectively partners across functions to align financial plans with operational growth initiatives
• Ability to lead and develop a high-performing team, setting clear expectations and fostering a culture of accountability and continuous improvement
• Demonstrates sound judgment and the ability to navigate complex decisions while maintaining strong internal controls and compliance standards
• High standards of integrity and professionalism, with a commitment to protecting financial data and organizational trust
• Proactive and results-driven, with the initiative to identify opportunities and drive meaningful outcome

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.