Financial Planning & Analysis Manager
Listed on 2026-10-02
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Finance & Banking
Financial Manager, Corporate Finance, Financial Reporting, Financial Analyst
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- 401(k) matching
- Bonus based on performance
- Employee discounts
- Parental leave
The Manager/Senior Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance leader responsible for driving financial planning, forecasting, reporting, and business performance analysis across the organization. This role partners closely with executive leadership and functional stakeholders to develop financial strategies, evaluate investment opportunities, optimize resource allocation, and provide actionable insights that support business growth and profitability. The ideal candidate combines strong financial and analytical expertise with leadership experience and a demonstrated ability to influence decision-making in a fast-paced environment.
This position plays a key role in the company's budgeting, forecasting, long-range planning, and strategic initiatives. Compensation and benefits will be competitive and commensurate with experience. The role is eligible for company-sponsored benefits and other programs consistent with Jackson Hewitt policies.
- Lead the annual operating plan, budgeting, forecasting, and long-range planning processes.
- Develop and maintain financial models to evaluate business performance, investment opportunities, capital expenditures, and strategic initiatives.
- Provide financial analysis and recommendations to executive leadership to support growth, profitability, and operational improvement initiatives.
- Assess the financial impact of market conditions, business decisions, pricing changes, acquisitions, and organizational investments.
- Oversee preparation and delivery of monthly financial reporting packages and assist in creating the quarterly Board presentations.
- Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities across the business.
- Deliver actionable insights and data-driven recommendations to senior leadership.
- Drive variance analysis and root-cause investigation for operating results versus budget, forecast, and prior periods.
- Lead, mentor, and develop a team of FP&A analysts and finance professionals.
- Establish clear priorities and performance expectations while fostering a culture of accountability and continuous improvement.
- Serve as a trusted advisor and business partner across multiple functions and departments.
- Implement and strengthen financial planning, reporting, and forecasting processes to improve efficiency, accuracy, and scalability.
- Ensure financial analyses and reporting methodologies adhere to company policies, accounting standards, and regulatory requirements.
- Drive enhancements in financial systems, reporting tools, dashboards, and data management processes.
- Oversee the coordination, documentation, and quality assurance of financial planning projects and analyses.
- Collaborate with leaders across Operations, Marketing, Technology, HR, Sales, and other business functions to support strategic decision‑making.
- Support executive presentations, board materials, and strategic planning initiatives.
- Facilitate cross‑functional discussions to align the financial objective with corporate strategy.
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or related disciplines.
- 2+ years of leadership experience managing finance professionals.
- Advanced financial modeling, forecasting, budgeting,…
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