What are the responsibilities and job description for the Senior Manager Financial Planning Analysis position at Aston Carter?
Job Title: Senior Manager, Financial Planning & Analysis
Job Description
The Senior Manager, Financial Planning & Analysis, will build and scale the FP&A function as a high-impact individual contributor. This role partners directly with the CFO and executive leadership, providing deep financial insight to support strategic and operational decision-making. The position offers significant visibility, including exposure to investors and key strategic initiatives, and is ideal for a driven professional who enjoys building processes, enhancing financial models, and translating complex data into clear, actionable insights.
Responsibilities
This role is based onsite Monday through Friday in a fast-paced, entrepreneurial environment with strong growth potential. The position offers direct exposure to and mentorship from an experienced CFO with Fortune 500 and private equity–backed leadership experience. The organization operates a growing, acquisitive platform, providing regular exposure to M&A strategy and integration initiatives. The FP&A function leverages advanced Excel, ERP systems, FP&A planning tools, and CRM platforms such as Salesforce, with increasing use of AI tools to enhance analysis and reporting. The culture emphasizes high visibility, collaboration with executive leadership, and the opportunity to build and shape the FP&A function from the ground up.
Job Type & Location
This is a Permanent position based out of Sunrise, FL.
Pay And Benefits
The pay range for this position is $115000.00 - $140000.00/yr.
Full benefits including Health, Vision, Dental, PTO/Paid Holidays, etc.
Workplace Type
This is a fully onsite position in Sunrise,FL.
Application Deadline
This position is anticipated to close on Jun 5, 2026.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
Job Description
The Senior Manager, Financial Planning & Analysis, will build and scale the FP&A function as a high-impact individual contributor. This role partners directly with the CFO and executive leadership, providing deep financial insight to support strategic and operational decision-making. The position offers significant visibility, including exposure to investors and key strategic initiatives, and is ideal for a driven professional who enjoys building processes, enhancing financial models, and translating complex data into clear, actionable insights.
Responsibilities
- Lead core FP&A processes, including budgeting, forecasting, and long-range financial planning.
- Build, enhance, and maintain robust financial models to support strategic and operational initiatives.
- Analyze financial performance, trends, and key drivers, and deliver clear, actionable insights to leadership.
- Prepare and present executive-level materials and presentations for the CFO and, as needed, for investors.
- Partner cross-functionally with teams across the organization to support business planning and performance improvement.
- Ensure accuracy, consistency, and clarity across all financial reporting and analysis.
- Develop and refine financial reports, dashboards, and metrics to support data-driven decision-making.
- Identify and implement opportunities to improve FP&A processes, tools, and reporting frameworks.
- Support M&A-related activities by contributing financial analysis for strategy and integration initiatives.
- Collaborate with accounting and finance teams to ensure alignment between financial statements, forecasts, and management reporting.
- Use ERP and FP&A planning tools to streamline data collection, analysis, and reporting.
- Communicate complex financial information in a clear, concise manner to executives and non-financial stakeholders.
- 5–7 years of experience in FP&A or corporate finance (flexible).
- Bachelor’s degree in Accounting or Finance.
- Strong understanding of accounting principles, including debits and credits.
- Experience with financial planning and analysis, including budgeting, forecasting, and long-range planning.
- Advanced proficiency in Excel, including complex formulas, modeling, and data analysis.
- Proven experience in financial modeling to support strategic and operational decisions.
- Strong background in financial reporting and analysis, including financial statements and management reporting.
- Experience working with ERP systems in a finance or FP&A context.
- Exceptional written and verbal communication skills.
- Comfort presenting to executives and leadership, including preparing and delivering executive-level materials.
- Ability to translate complex financial data into clear, concise insights for a variety of stakeholders.
- Strong business acumen and analytical problem-solving skills.
- High attention to detail and a strong commitment to accuracy.
- Curious, proactive, and solutions-oriented mindset with a positive attitude.
- Experience in larger or more complex organizations, or in a private equity–backed environment, is beneficial but not required.
- Hands-on experience with FP&A planning tools is preferred.
- Familiarity with planning and reporting technologies such as Planful, Smart145, and Salesforce is a plus.
- Exposure to AI tools used in finance and analytics is a bonus.
- Experience supporting M&A strategy and integration initiatives is advantageous.
- Experience in both finance and accounting environments is beneficial.
This role is based onsite Monday through Friday in a fast-paced, entrepreneurial environment with strong growth potential. The position offers direct exposure to and mentorship from an experienced CFO with Fortune 500 and private equity–backed leadership experience. The organization operates a growing, acquisitive platform, providing regular exposure to M&A strategy and integration initiatives. The FP&A function leverages advanced Excel, ERP systems, FP&A planning tools, and CRM platforms such as Salesforce, with increasing use of AI tools to enhance analysis and reporting. The culture emphasizes high visibility, collaboration with executive leadership, and the opportunity to build and shape the FP&A function from the ground up.
Job Type & Location
This is a Permanent position based out of Sunrise, FL.
Pay And Benefits
The pay range for this position is $115000.00 - $140000.00/yr.
Full benefits including Health, Vision, Dental, PTO/Paid Holidays, etc.
Workplace Type
This is a fully onsite position in Sunrise,FL.
Application Deadline
This position is anticipated to close on Jun 5, 2026.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
Salary : $115,000 - $140,000