Financial Planning and Analysis Manager

Manager, Financial Planning and Analysis

The FP&A Manager serves as a dedicated financial partner supporting the company’s largest operating division within a field service organization. This role is responsible for leading financial planning, forecasting, reporting, and analysis activities while providing actionable insights that drive operational performance and strategic decision-making.

The FP&A Manager acts as a trusted advisor to divisional leadership, translating complex financial information into clear business recommendations. This individual will serve as a key liaison between divisional operations and corporate finance, ensuring alignment, accountability, and strong financial visibility across the organization.

Key Responsibilities

• Act as the lead finance partner for divisional leadership, providing strategic insights and financial guidance to support business objectives and operational initiatives.

• Manage the annual budgeting process and oversee recurring forecasting cycles, ensuring financial plans remain aligned with organizational priorities.

• Prepare and present monthly, quarterly, and annual financial reports, including profitability analysis, KPI tracking, budget variance reviews, and performance commentary.

• Evaluate financial and operational performance, identify emerging trends, risks, and opportunities, and communicate recommendations to key stakeholders.

• Develop, enhance, and maintain financial models to support pricing decisions, workforce planning, investment evaluations, business cases, and growth strategies.

• Analyze actual results against budget and forecast, investigate key variances, and provide actionable recommendations to improve performance.

• Collaborate with Accounting and Finance teams during month-end close, audit activities, and financial reporting processes to ensure accuracy and consistency.

• Support compliance with financial controls, policies, and reporting standards while helping identify and mitigate business risks.

• Contribute to strategic planning initiatives through scenario modeling, forecasting, business case development, and executive-level reporting.

• Partner with operational leaders and cross-functional teams to improve reporting capabilities, financial transparency, and decision-support processes.

• Drive continuous improvement efforts by identifying opportunities to streamline reporting, automate processes, and enhance financial analysis.

• Support special projects and ad hoc analyses as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related quantitative discipline.
• 5–7 years of progressive experience in Financial Planning & Analysis (FP&A), Corporate Finance, Operational Finance, or a similar analytical role.

• Experience supporting service-oriented, operationally driven, or multi-location organizations is preferred.

• Strong understanding of budgeting, forecasting, financial modeling, management reporting, and performance analysis.

• Demonstrated ability to interpret complex financial information and translate findings into meaningful business recommendations.

• Proven track record of working independently, managing multiple priorities, and delivering results in a dynamic environment.

• Strong business acumen with the ability to understand operational drivers and their impact on financial performance.

• Excellent communication, presentation, and stakeholder management skills, with the ability to influence decision-making across all levels of the organization.

• Highly organized, detail-oriented, and capable of balancing competing priorities while meeting deadlines.

• Advanced proficiency in Microsoft Excel and PowerPoint.

• Experience with SQL, business intelligence platforms, data visualization tools, or financial planning systems is advantageous.

Preferred Attributes

• Strategic thinker with a proactive and solutions-focused mindset.

• Strong analytical and problem-solving capabilities.

• Ability to build trusted partnerships across finance and operations.

• Comfortable operating in a fast-paced, growth-oriented environment.

• Passion for continuous improvement and leveraging data to drive business performance.