What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Mountain West Financial, LLC?
Position Description: Summary: The Manager/Director of Financial Planning and Analysis plays a key role in financial planning, analysis, and decision support. This position partners with cross-functional leaders to provide insights, forecasts, and recommendations that drive business performance and strategic initiatives.
Essential Functions & Responsibilities
Lead monthly, quarterly, and annual forecasting, budgeting, and variance analysis
Develop and maintain financial models to support business decisions, investments, and scenario analysis
Analyze financial performance, trends, and KPIs; present insights to leadership
Prepare management reports, dashboards, and executive presentations
Partner with business units to support strategic planning and operational efficiency
Support month-end close activities and ensure data accuracy
Evaluate business cases, ROI, and cost-benefit analyses
Identify opportunities for process improvements and automation
Performance Measurements
Budget variance analysis quality and timeliness
Consistency and reliability of financial assumptions
On-time delivery of forecasts, budgets, and management reports
Adherence to month-end and quarter-end close deadlines
Quality of insights and recommendations provided to leadership
Measurable cost savings or revenue improvement driven by analysis
Effectiveness of scenario modeling and risk assessment
Contribution to strategic initiatives and business cases
Effectiveness in partnering with cross-functional teams
Clarity and usefulness of financial explanations to non-finance leaders
Leadership satisfaction with financial support provided
Ability to influence decisions through data-driven storytelling
Number and impact of process enhancements implemented
Reduction in manual effort or reporting cycle time
Documentation and standardization of financial processes
Knowledge, Skills and Abilities
Experience
Education
Interpersonal Skills Required Qualifications
Bachelors degree in finance, accounting, economics, or related field
5-10 years of experience in financial analysis, FP&A, or corporate finance
Strong proficiency in Excel (advanced formulas, pivot tables, modeling)
Experience with financial systems (ERP, planning tools, BI tools)
Strong analytical, problem-solving, and communication skills
Ability to translate complex financial data into clear insights
Preferred Qualifications
MBA, CPA, CFA, or equivalent certification
Experience in [industry: tech, healthcare, manufacturing, etc.]
Prior experience partnering with senior leadership
Key Competencies
Strategic thinking and business acumen
Attention to detail with a big-picture mindset
Ability to manage multiple priorities in a fast-paced environment
Strong stakeholder management and collaboration skills
Essential Functions & Responsibilities
Lead monthly, quarterly, and annual forecasting, budgeting, and variance analysis
Develop and maintain financial models to support business decisions, investments, and scenario analysis
Analyze financial performance, trends, and KPIs; present insights to leadership
Prepare management reports, dashboards, and executive presentations
Partner with business units to support strategic planning and operational efficiency
Support month-end close activities and ensure data accuracy
Evaluate business cases, ROI, and cost-benefit analyses
Identify opportunities for process improvements and automation
Performance Measurements
Budget variance analysis quality and timeliness
Consistency and reliability of financial assumptions
On-time delivery of forecasts, budgets, and management reports
Adherence to month-end and quarter-end close deadlines
Quality of insights and recommendations provided to leadership
Measurable cost savings or revenue improvement driven by analysis
Effectiveness of scenario modeling and risk assessment
Contribution to strategic initiatives and business cases
Effectiveness in partnering with cross-functional teams
Clarity and usefulness of financial explanations to non-finance leaders
Leadership satisfaction with financial support provided
Ability to influence decisions through data-driven storytelling
Number and impact of process enhancements implemented
Reduction in manual effort or reporting cycle time
Documentation and standardization of financial processes
Knowledge, Skills and Abilities
Experience
Education
Interpersonal Skills Required Qualifications
Bachelors degree in finance, accounting, economics, or related field
5-10 years of experience in financial analysis, FP&A, or corporate finance
Strong proficiency in Excel (advanced formulas, pivot tables, modeling)
Experience with financial systems (ERP, planning tools, BI tools)
Strong analytical, problem-solving, and communication skills
Ability to translate complex financial data into clear insights
Preferred Qualifications
MBA, CPA, CFA, or equivalent certification
Experience in [industry: tech, healthcare, manufacturing, etc.]
Prior experience partnering with senior leadership
Key Competencies
Strategic thinking and business acumen
Attention to detail with a big-picture mindset
Ability to manage multiple priorities in a fast-paced environment
Strong stakeholder management and collaboration skills