Financial Planning and Analysis Manager

Summary / Objective

We are seeking an experienced and analytical Finance Manager, Financial Planning & Analysis to lead financial planning, forecasting, and data-driven decision support across the organization. This role is highly focused on transforming financial and operational data into actionable insights through advanced analytics, dashboarding, and business intelligence tools.

The ideal candidate is a strategic thinker with strong financial acumen, deep data analysis capabilities, and hands-on experience leveraging tools such as Power BI to enhance visibility into business performance. This role will also play a key part in consolidating data from multiple systems, improving reporting efficiency, and supporting leadership with timely, accurate insights.

Key Responsibilities

Financial Planning & Analysis

• Lead the development and maintenance of financial models supporting budgeting, forecasting, and long-range planning.
• Drive monthly forecast updates, variance analysis, and performance reviews in partnership with business leaders.
• Provide decision support through scenario analysis, trend analysis, and financial modeling.

Data Analysis & Business Intelligence

• Consolidate, validate, and analyze financial and operational data from multiple source systems to ensure accuracy and consistency.
• Design, build, and maintain interactive dashboards and reports using Power BI and related BI tools.
• Develop and track key performance indicators (KPIs), highlighting trends, risks, and opportunities.
• Automate recurring reporting and improve data workflows using Power Query and other analytics tools.

Reporting & Executive Support

• Prepare and deliver clear, insightful management reporting packages for senior leadership.
• Translate complex financial and data insights into concise, actionable recommendations.
• Support executive decision-making with ad hoc analysis and strategic insights.

Leadership & Collaboration

• Manage, mentor, and develop a team of FP&A analysts focused on forecasting, reporting, and data analytics.
• Partner cross-functionally with Finance, Accounting, Operations, Technology, and Revenue teams to align data and financial insights.
• Establish best practices for data governance, reporting standards, and analytical methodologies.

Process Improvement

• Identify and implement opportunities to improve FP&A processes, reporting accuracy, and analytical capabilities.
• Support system integrations and enhancements related to financial and operational data.

Required Skills, Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred but not required.
• 5 years of progressive experience in Financial Planning & Analysis or a related analytical finance role.
• 2–5 years of experience managing and developing high-performing teams.
• Advanced proficiency in Microsoft Excel, including complex modeling and data analysis.
• Hands-on experience with Power BI, Power Query, or similar business intelligence and data visualization tools.
• Strong financial modeling, analytical, and problem-solving skills.
• Ability to synthesize large data sets into clear insights and recommendations.
• Excellent communication and presentation skills, with experience supporting senior leadership.
• Ability to manage multiple priorities and thrive in a fast-paced environment.
• Equal Opportunity Employer/Veterans/Disabled

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Please email resumes to michele.degaetano@LHH.com