Financial Planning and Analysis Manager

Our client is seeking an experienced FP&A Manager to lead financial planning, forecasting, budgeting, reporting, and analysis. This role will partner closely with business leaders to provide actionable financial insights, identify opportunities and risks, and support strategic decision-making. The ideal candidate is a highly analytical, detail-oriented finance professional with strong business acumen and the ability to communicate complex financial information clearly.

• Lead the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models, forecasts, and scenario analyses to support business planning.
• Analyze financial performance, including revenue, expenses, profitability, and key business metrics.
• Prepare monthly and quarterly financial reporting and management presentations.
• Partner with cross-functional leaders to understand business performance, explain variances, and provide financial recommendations.
• Develop and track KPIs and operating metrics to evaluate business performance.
• Identify trends, risks, and opportunities and communicate insights to senior leadership.
• Support headcount planning, expense management, and resource allocation.
• Prepare ad hoc financial analyses and business cases to support strategic initiatives.
• Improve financial planning and reporting processes, systems, and tools.
• Collaborate with Accounting to ensure alignment between financial reporting and FP&A activities.
• Support senior leadership with financial analysis for investments, initiatives, and other strategic decisions.
• Mentor and develop junior members of the finance team, as applicable.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.
• Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, and financial modeling.
• Experience working with financial planning, ERP, or reporting systems.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to translate financial data into clear business insights and recommendations.
• Proven ability to manage multiple priorities and work effectively in a fast-paced, cross-functional environment.

• MBA, CPA, or other advanced finance/accounting credential.
• Experience with FP&A platforms such as Adaptive Planning, Anaplan, Planful, or similar systems.
• Experience with BI and reporting tools such as Power BI or Tableau.
• Experience supporting a multi-business-unit, retail, e-commerce, technology, or high-growth environment.