Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

The FP&A Manager is responsible for spearheading financial planning, analysis, and reporting functions across the organization. This role involves delivering insightful financial analysis, forecasting, budgeting, and strategic planning to support senior management in making well-informed business decisions. A critical component of the role is enhancing collaboration across departments to foster cross-functional insights that drive financial performance. The FP&A Manager will identify risks, seize opportunities, and ensure the company’s financial health is sustained.

Financial Planning & Analysis

• Lead the annual budgeting process, ensuring collaboration with various departments to create accurate and realistic budgets.
• Develop and maintain financial models for forecasting and long-term planning.
• Analyze financial results by comparing against budgets, forecasts, and prior periods, and provide actionable insights to senior management.

Reporting

• Prepare monthly, quarterly, and annual financial reports for senior management, with a focus on key metrics, variances, and trends.
• Create dashboards and KPIs to continuously monitor business performance.
• Deliver ad-hoc financial reports as requested, ensuring stakeholders can effectively utilize these reports for decision-making. Emphasize clear communication with key stakeholders to maximize the impact of financial insights.

Strategic Planning

• Support strategic planning initiatives by developing financial models and analysis.
• Collaborate closely with business units to assess the financial implications of strategic decisions and initiatives.
• Identify and evaluate financial risks and opportunities, recommending corrective actions to improve financial performance and manage risks effectively.

Process Improvement

• Continuously improve and automate financial processes, including reporting tools to enhance efficiency and data accuracy.
• Emphasize change management when implementing process improvements to ensure smooth transitions and adoption across departments.
• Implement best practices in financial planning and analysis to elevate the quality and reliability of financial insights.

Team Leadership

• Lead and mentor a team of financial analysts, providing ongoing training and development opportunities.
• Foster a collaborative and high-performing team culture, ensuring that team members are aligned with organizational goals.
• Develop personalized development plans for direct reports to improve their skills in line with business needs and future growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is preferred

Experience

• Minimum of 5-7 years of experience in financial planning and analysis, with at least 2 years in a supervisory role

Knowledge & Skills

• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Advanced proficiency in financial modelling, forecasting, and data analysis tools (e.g., Excel, financial software).
• Experience with ERP systems and financial reporting software (e.g., SAP, Hyperion).
• Excellent communication and presentation skills, especially in translating financial information for non-financial stakeholders.
• Strong leadership and team management capabilities.
• High attention to detail and accuracy.
• Strong problem-solving abilities and a proactive mind set.
• Ability to work under pressure and meet tight deadlines.
• Strategic thinker with a results-driven approach.