FP&A Manager

UnifyCX is growing and looking for a FP&A Manager to join our motivated and ambitious team in Louisville!

What Will You Do?

The FP&A Manager is responsible for driving financial planning, forecasting, budgeting, and pricing strategy to support the company’s growth and operational goals. The position will lead the development of financial models, oversee budget management, and deliver insightful analysis and reporting to guide executive decision-making. Serving as a strategic partner across Sales, Operations, HR, and other functions, this role ensures financial discipline, supports resource allocation, and provides actionable insights that drive both profitability and long-term success.

Key Responsibilities

• Financial Planning, Forecasting and Pricing :
• Lead the development and maintenance of the company's financial planning models, including long-range plans, annual budgets, and quarterly forecasts.
• Drive the forecasting process by gathering inputs from key stakeholders, analyzing trends, and identifying risks and opportunities.
• Provide accurate and timely financial projections to support business decision-making and resource allocation.
• Design & architect dynamic pricing models to drive competitive and financially viable pricing models for new deals and existing clients
• Budget Management:
• Manage the annual budgeting process, working closely with US and Latin America delivery leads and department heads to establish budget targets aligned with strategic objectives.
• Monitor budget performance throughout the year, identify variances, and collaborate with delivery leads and department heads to address deviations from plan.
• Partner with WFM team to drive FTE / headcount inputs, support span and other operations management team for budget planning.
• Financial Analysis and Reporting:
• Prepare comprehensive financial analysis, including variance analysis, profitability analysis, and scenario modeling, to support strategic initiatives and operational improvements.
• Create and distribute regular financial reports and dashboards to senior management, highlighting key performance metrics and trends.
• Provide ad-hoc financial analysis and decision support to various departments as needed.
• Business Partnering:
• Collaborate closely with cross-functional teams, including Sales & Marketing, Operations, HR, Admin and IT to understand business drivers and provide financial insights.
• Serve as a trusted advisor to department heads, offering financial guidance and support to achieve their goals.
• Foster strong relationships across the organization and act as a liaison between finance and other departments.
  

Who are you?

The ideal candidate is a strategic and analytical finance professional with a strong background in FP&A and proven success leading financial planning and budgeting processes. They will bring 7 years of experience in financial modeling, forecasting, and reporting, coupled with excellent communication skills to effectively partner with stakeholders at all levels. A self-starter who takes initiative to drive results, this individual will thrive in a fast-paced environment, translating complex data into actionable insights that support both strategic and operational decision-making.

Required Experience & Skills

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• 7 years of experience in financial planning and analysis, with a proven track record of success in a FP&A Manager role.
• Strong proficiency in financial modeling, forecasting techniques, and budgeting processes.
• Advanced analytical skills with the ability to interpret complex data and draw meaningful insights.
• Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels of the organization.
• Strategic thinker with a demonstrated ability to translate financial analysis into actionable recommendations.
• Proficiency in financial software and tools (e.g., Excel, ERP systems) required; experience with BI tools and databases preferred
  
  

Who We Are

UnifyCX is a transformative AI platform that empowers and enables teams to deliver efficient, exceptional customer experiences. We engineer superhuman CX through a powerful blend of strategy, omnichannel support, analytics, and AI-driven tools like recruitment AI, agent study buddy, voice of the customer (VoC), and automatic QA. Our engagement model prioritizes measurable results, like CES and retention, over outdated SLAs. With a focus on automation, talent enablement, strategic partnerships, and strict data protection, UnifyCX delivers scalable, personalized, and compliant solutions that create real business impact.

UnifyCX is a certified minority-owned business and an EOE employer that welcomes diversity.