Financial Planning and Analysis Manager

Position Overview:

The Financial Planning & Analysis Manager will play a central role in supporting financial decision-making by delivering in-depth analysis, building models, and partnering across the business. This position is responsible for driving planning processes, assessing performance, and providing insights that influence strategic direction. The role requires a highly analytical professional who can navigate a fast-paced environment while working collaboratively to support organizational goals.

Employment Type: Full-Time, Permanent

Work Schedule: Fully In-Office (Mon-Fri)

Base Salary: $160k - $180k

Key Responsibilities:

• Oversee the budgeting and forecasting processes, ensuring alignment with business priorities and financial targets.
• Develop and enhance financial models to evaluate performance, identify trends, and support long-term planning initiatives.
• Evaluate operating expenses, cost of goods sold, and revenue trends to provide meaningful business insights.
• Support financial oversight across multiple profit and loss statements.
• Generate and present recurring financial reports, dashboards, and performance metrics.
• Collaborate with internal teams to establish budgets, track actual results, and analyze key drivers impacting performance.
• Work closely with business leaders across the organization to support planning, performance monitoring, and strategic initiatives.
• Review financial outcomes and deliver insights and recommendations to inform leadership decisions.
• Lead efforts to automate workflows and improve processes within the FP&A function.
• Identify and implement enhancements to existing processes to improve reporting accuracy, efficiency, and scalability.
• Conduct ad hoc analysis and support broader initiatives focused on improving financial and operational performance.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred.
• 5 years of experience in financial planning and analysis, investment banking, management consulting, or corporate finance.
• Prior experience in an FP&A Manager role with ownership of a broad range of responsibilities.
• Experience managing or supporting multiple profit and loss statements.
• Advanced analytical and financial modeling skills, with strong proficiency in Excel and reporting tools.
• Experience working with ERP systems.
• Solid business acumen with an understanding of operational and financial drivers.
• Experience working in a high-growth environment, ideally within a mid-sized company or startup.
• Highly organized, detail-oriented, and self-motivated, with the ability to manage responsibilities independently and collaboratively.
• Strong communication and presentation abilities, with the capacity to translate complex financial data into clear insights.