Financial Planning & Analysis Manager

The FP&A Manager leads financial planning processes, provides strategic insights, and supports executive decision-making. This role bridges finance and operations, ensuring the company’s financial health through data-driven analysis.

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Key Responsibilities

1. Financial Planning & Forecasting

• Lead annual budgeting and long-term financial planning processes

• Develop and maintain rolling forecasts

• Analyze variances between actuals, budget, and prior forecasts

2. Financial Analysis & Reporting

• Prepare monthly, quarterly, and annual financial reports

• Deliver insights on revenue, expenses, profitability, and key performance indicators (KPIs)

• Build dashboards and management reports for leadership

3. Strategic Support

• Partner with senior leadership to support business strategy

• Evaluate new business opportunities, investments, and cost-saving initiatives

• Conduct scenario analysis and financial modeling

4. Business Partnering

• Collaborate with department heads to align financial goals with operational plans

• Provide financial guidance to non-finance stakeholders

• Support cross-functional projects

5. Process Improvement

• Improve financial planning processes and systems

• Implement automation and enhance reporting tools

• Ensure data accuracy and integrity

6. Team Leadership (if applicable)

• Manage and mentor FP&A analysts

• Oversee workload prioritization and professional development

Qualifications

Education & Experience

• 7–10 years of experience in FP&A, corporate finance, or related roles

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA often preferred)

• Experience in budgeting, forecasting, and financial modeling

Skills

• Strong analytical and problem-solving abilities

• Advanced proficiency in Excel and financial modeling

• Experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Tableau)

• Excellent communication and presentation skills

• Ability to influence and work cross-functionally