Demo

FP&A Manager

Sherpa | Recruiting, Staffing & Consulting
Charlotte, NC Full Time
POSTED ON 6/2/2026
AVAILABLE BEFORE 7/1/2026
Compensation: $140k plus bonus

Job Overview – FP&A Manager – JO# 34308

We are seeking a highly analytical and business-focused Finance Manager, FP&A to support financial planning, reporting, forecasting, and operational expense management for a dynamic business division. This role combines financial controllership discipline with strategic FP&A responsibilities, providing critical insights that drive business performance, decision-making, and continuous improvement.

The ideal candidate will be a proactive finance professional who thrives in a fast-paced environment, enjoys partnering with cross-functional leaders, and is passionate about leveraging data, automation, and financial analytics to improve business outcomes.

Key Responsibilities

Financial Planning & Reporting


  • Support the monthly financial close process, ensuring accurate and timely reporting of business results.
  • Assist in the preparation and submission of forecasts, annual operating plans, and long-range financial plans.
  • Analyze financial performance, identify trends, and communicate key business drivers and risks to leadership.
  • Provide meaningful insights and recommendations to support strategic and operational decision-making.


Expense Management & Financial Control


  • Manage and monitor SG&A and departmental spending, including monthly reporting, forecasting, and budgeting activities.
  • Partner with department leaders to review financial results, explain variances, and identify opportunities for cost optimization.
  • Prepare consolidated reporting packages and executive-level financial summaries for management review.


Business Partnership & Analytics


  • Deliver ad hoc financial modeling, analysis, and business case support for strategic initiatives.
  • Develop strong relationships across finance and operational teams to enhance collaboration and financial transparency.
  • Translate complex financial data into actionable insights for business stakeholders.


Process Improvement & Automation


  • Partner with finance systems and digital teams to enhance reporting capabilities, automate processes, and expand the use of dashboards and self-service analytics tools.
  • Drive continuous improvement initiatives across financial close, forecasting, budgeting, and reporting processes.
  • Lead and support efforts to standardize reporting, harmonize processes, and improve data quality across the organization.


Qualifications

Required


  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
  • 5 years of progressive experience in financial planning and analysis, finance business partnering, accounting, or related finance functions.
  • Strong understanding of income statements, balance sheets, cash flow statements, and key financial performance drivers.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Experience with business intelligence, data visualization, and reporting tools such as Power BI.
  • Excellent analytical, communication, and stakeholder management skills.


Preferred


  • CPA and/or MBA.
  • Experience with ERP and financial planning systems such as SAP, PeopleSoft, CPM's, or similar platforms.
  • Experience supporting manufacturing, operations, or complex business environments.
  • Demonstrated success driving automation, process improvements, and reporting enhancements.


What You'll Bring


  • Strong financial acumen and business partnership skills.
  • Ability to influence decisions through data-driven insights.
  • A continuous improvement mindset with a focus on efficiency and scalability.
  • Excellent problem-solving abilities and attention to detail.
  • The capability to manage multiple priorities while meeting deadlines in a dynamic environment.


Additional Job Details

Workplace Policy:

Seniority Level: Mid-Senior Level

Linked In Poster:

About Our Process


  • We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
  • Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
  • Candidates for all Sherpa opportunities must be authorized to work in the United States.
  • Sherpa is an Equal Opportunity Employer.


Salary.com Estimation for FP&A Manager in Charlotte, NC
$124,171 to $150,388
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