What are the responsibilities and job description for the Finance, Planning and Reporting Manager position at Corestream?
Finance, Planning and Reporting Manager
Hybrid / Finance / Full-Time
Corestream is looking for a hands-on Finance, Planning & Reporting Manager that will lead our financial planning, forecasting, modeling and reporting processes from end to end. You’ll partner closely with leaders across the organization to help them understand performance, make informed decisions, and continuously improve how we plan and report on the business. Experience in HRTech or InsurTech is a plus. If this sounds like you, read on…
Location: Corestream is headquartered in Tampa, FL. This role is a hybrid position, with an in-office presence on a weekly basis.
Your Mission
- Own all aspects of financial planning, budgeting, forecasting, modeling and management reporting, including:
- Lead the annual budget process, including timelines, templates, assumptions and cross-functional inputs
- Prepare monthly and quarterly forecasts, variance analysis and executive reporting packages
- Build and maintain financial and operational models for revenue, expense, cash flow, profitability and scenario planning
- Report financial results, business trends, KPIs, risks and opportunities to senior leadership
- Develop clear reporting commentary that explains performance against budget, forecast and prior periods
- Partner with Accounting to ensure reporting aligns with actual results, close timing and GAAP requirements
- Improve planning templates, dashboards, financial reporting tools and data integrity across finance processes
- Utilize AI-enabled tools to streamline budgeting, forecasting, variance analysis, financial modeling and reporting workflows while maintaining strong review controls and data accuracy
- Serve as a finance business partner to department leaders and executives
- Translate operating plans into financial targets, assumptions and measurable KPIs
- Provide actionable analysis to support pricing, profitability, investments and strategic decisions
- Maintain and optimize finance systems and reporting processes to improve accuracy, consistency and efficiency
Recipe for Success
- 5 years' experience in finance, FP&A, financial reporting or related finance management roles
- Bachelors’ degree in finance, accounting, business, economics or relevant field is preferred
- Proven experience leading annual budgets, rolling forecasts, variance analysis and management reporting processes
- Advanced financial modeling skills with the ability to translate data into business insights
- Strong understanding of financial statements, GAAP and the connection between accounting results and operational performance
- Excellent knowledge of budgeting, forecasting, KPI reporting, dashboarding and business performance management
- Ability to drive process improvement, including the practical use of AI-enabled planning, reporting, forecasting and analytical capabilities
- Demonstrated ability to analyze trends, identify key business drivers and recommend practical actions
- Advanced working knowledge of MS Office, especially Excel, and experience with ERP, planning and reporting tools such as NetSuite, Adaptive, Anaplan, Power BI or similar platforms
- Strong attention to detail with the ability to meet deadlines and manage multiple planning cycles
- Ability to partner effectively across functions and communicate complex financial information clearly to both financial and non-financial audiences.
- Well-organized with ability to prioritize
- Strong finance, planning, reporting and analytical skills
- Ability to independently identify issues, recommend solutions and follow through on deliverables.
- Curiosity and a practical, solutions-oriented approach to problem-solving.
Cherries on Top
- Experience in a technology, benefits, insurance, or high-growth business environment
- Experience building dashboards or automating financial reporting processes.
- Experience using AI-enabled tools to improve financial planning, reporting or analysis.
Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction.
We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a “start-up” culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a “start-up” culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.