Financial Planning & Analysis Manager

Summary

The Financial Planning & Analysis (FP&A) Manager is responsible for leading the financial planning, budgeting, forecasting, and analysis processes within the organization. This role involves providing strategic insights and recommendations to senior management, ensuring the alignment of financial goals with business objectives, and driving financial performance. The FP&A Manager plays a critical role in supporting decision-making and enhancing financial efficiency.

Responsibilities

• Lead the annual budgeting and forecasting processes.
• Develop and maintain financial models to support strategic planning and decision-making.
• Analyze financial performance and provide insights to senior management.
• Prepare and present financial reports, including variance analysis and key performance indicators (KPIs).
• Collaborate with department heads to develop and monitor financial plans.
• Identify and implement process improvements to enhance financial planning and analysis capabilities.
• Support mergers, acquisitions, and other strategic initiatives with financial analysis and due diligence.
• Ensure compliance with financial regulations and internal policies.
• Monitor industry trends and economic conditions to inform financial planning.
  
  

Positional Requirements & Qualifications

Education & Experience

• Bachelor's degree in Finance, Accounting, or related field required; MBA or CFA preferred.
• Minimum of 5-7 years of experience in financial planning and analysis, with at least 2 years in a management role.
• Experience in a corporate finance environment, preferably within a large organization.
  
  

Skills & Abilities

• Strong financial modeling and analytical skills.
• Proficiency in financial analysis, budgeting, and forecasting.
• Excellent leadership and team management skills.
• Strong communication and presentation abilities.
• Proficient in financial software and Microsoft Office Suite, particularly Excel.
• Ability to work under pressure and meet tight deadlines.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.
• Strong business acumen and strategic thinking skills.
• Clear background check within company and customer requirements
• Must be able to pass drug & alcohol screening
  
  

Essential Physical Functions

• Lifting up to 25 pounds
• Bending, stooping, ability to stand for extended periods of time
• Must be able to travel and have a clear driving record in accordance to company driving guidelines
  
  

This job description is intended to describe the general nature and level of the work being performed. This is not an exhaustive list of all duties and responsibilities. The company reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.