What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Atlas Search?
We are seeking an experienced Shared Services FP&A leader to join a high-performing finance organization in a role that blends traditional financial planning & analysis with modern finance transformation, AI enablement, and process automation.
This is a hands-on leadership role within a Shared Services finance function, supporting enterprise-wide corporate cost centers and driving meaningful improvements in how finance work is executed, automated, and scaled.
Responsibilities:
You will serve as a key member of the Shared Services FP&A team, responsible for both core financial responsibilities and transformation initiatives designed to modernize how finance operates.
- Own and support core FP&A processes including budgeting, forecasting, variance analysis, and monthly/quarterly reporting across shared services and corporate functions
- Partner with business and functional leaders to provide insight into cost drivers, allocations, and financial performance
- Support and refine allocation methodologies and ensure consistency, transparency, and governance in reporting
- Lead documentation of end-to-end finance workflows including inputs, outputs, controls, dependencies, and ownership
- Identify and execute opportunities to streamline and automate recurring finance processes
- Drive adoption of AI tools and automation (e.g., LLMs, workflow automation, reporting enhancements, and analytics enablement)
- Reduce manual effort in reporting cycles and improve speed, accuracy, and scalability of financial outputs
- Improve executive and management reporting with a focus on clarity, consistency, and actionable insight
- Partner cross-functionally with finance, technology, and operations stakeholders to implement sustainable process improvements
- Help embed new workflows through documentation, training, and change management support
What We’re Looking For
- 6–8 years of experience in FP&A, corporate finance, shared services finance, or finance transformation
- Strong background in budgeting, forecasting, variance analysis, cost center management, and allocations
- Experience working in shared services, corporate finance, or back-office finance environments
- Demonstrated exposure to finance transformation, process improvement, or operating model redesign
- Hands-on experience with AI tools, automation platforms, or advanced analytics in a finance setting
- Familiarity with tools such as Excel (advanced), financial modeling, Power BI, Alteryx, or similar platforms
- Strong process orientation with the ability to document and optimize complex workflows
- Comfortable operating at the intersection of finance, data, and technology
- Excellent communication skills with the ability to partner across finance and non-finance stakeholders