Financial Planning and Analysis Manager

Financial Planning & Analysis (FP&A) Manager – Job Description Overview

The FP&A Manager leads financial planning processes, provides strategic insights, and supports executive decision-making. This role bridges finance and operations, ensuring the company’s financial health through data‑driven analysis.

• Lead annual budgeting and long‑term financial planning processes
• Develop and maintain rolling forecasts
• Analyze variances between actuals, budget, and prior forecasts

• Prepare monthly, quarterly, and annual financial reports
• Deliver insights on revenue, expenses, profitability, and key performance indicators (KPIs)
• Build dashboards and management reports for leadership

• Partner with senior leadership to support business strategy
• Evaluate new business opportunities, investments, and cost‑saving initiatives
• Conduct scenario analysis and financial modeling

• Collaborate with department heads to align financial goals with operational plans
• Provide financial guidance to non‑finance stakeholders
• Support cross‑functional projects

• Improve financial planning processes and systems
• Implement automation and enhance reporting tools
• Ensure data accuracy and integrity

• Manage and mentor FP&A analysts
• Oversee workload prioritization and professional development