Financial Planning and Analysis Manager – FP&A

• Serve as the embedded FP&A lead for the core Brokerage business, Build (emerging business), and In-Store, owning forecasting, budgeting, reporting, and variance analysis for each
• Support month-end close, forecast development, business leader readouts, and recurring business reporting
• Partner with SVP- and executive-level business leaders to translate spending, strategy, and organizational plans into forecasts
• Keep the VP Finance informed of risks, opportunities, and in-flight updates
• Compare actual results to budget and forecast, identify variance root causes, and provide actionable recommendations
• Build and own recurring business performance reports for leadership
• Develop working knowledge of brokerage, Build, and In-Store business economics
• Partner with Commissions, Accounting, and Revenue Operations to align forecasts and reporting
• Conduct financial analysis of strategic initiatives and identify trends influencing business decisions
• Prepare content for leadership and board-level reviews
• Perform other duties as assigned

• Bachelor’s degree in Finance, Accounting, or Business field; MBA or CPA highly preferred
• 5–8 years of progressive FP&A experience, with demonstrated ownership of a full forecast/budget cycle
• Prior experience in an agency, brokerage, professional services, or CPG environment strongly preferred
• Ability to build trust and communicate confidently with SVP- and executive-level stakeholders
• Advanced Excel and financial modeling skills, including building, stress-testing, and explaining models
• Experience with Workday Adaptive Planning, Sage Intacct, and/or Salesforce a plus
• Strong critical thinking and business partnering orientation
• Ability and desire to operate independently in a fast-changing environment, ramp quickly, and manage ambiguity with limited guidance
• Strong ownership of areas of responsibility and processes
• Meticulous, highly organized, and self-directed, with ability to manage multiple concurrent work streams and competing deadlines

Demonstrates expertise in financial planning and analysis, including forecasting, budgeting, and variance analysis, while effectively partnering with executive leadership to drive strategic business decisions. Proficient in advanced financial modeling and reporting, with a strong ability to communicate insights and recommendations to stakeholders.

• FP&A Experience
• Financial Modeling
• Advanced Excel Skills
• Workday Adaptive Planning
• Business Partnering

• Forecasting
• Budgeting
• Variance Analysis
• Financial Analysis
• Reporting

• Critical Thinking
• Communication
• Organizational Skills
• Independence
• Trust Building

• MBA
• CPA

• Brokerage
• Professional Services
• CPG
• Agency

• Workday Adaptive Planning
• Sage Intacct
• Salesforce