Financial Planning and Analysis Manager

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Full Time Professional Plano, TX, US

3 days ago Requisition

Job Summary:

The Financial Planning & Analysis Manager is responsible for the company's global financial planning, forecasting, management reporting, and performance analysis processes. Serving as a strategic business partner to executive leadership, regional finance teams, and functional leaders, this role provides financial insights, challenges business assumptions, identifies performance drivers, and supports informed decision‑making.

The position oversees the annual operating plan, rolling forecasts, monthly financial reporting, operating reviews, executive and Board reporting, and strategic financial analysis. The FP&A Manager also drives continuous improvement of the company's FP&A capabilities by enhancing planning processes, reporting standards, financial systems, analytical tools, and organizational accountability.

This hands‑on role requires the ability to move seamlessly between detailed financial analysis and executive-level communication while influencing stakeholders across regions and functions.

Essential Duties and Responsibilities: A successful Financial Planning & Analysis Manager satisfactorily performs these general categories of duties. Responsibilities include, but are not limited to:

• Manage the company's annual operating plan, periodic forecasting, and long‑range financial planning processes across global operations.
• Develop and maintain planning calendars, assumptions, templates, reporting requirements, and governance standards to ensure consistent and timely submissions.
• Evaluate operating plans and forecasts using both top‑down and bottom‑up approaches, analyzing revenue, gross margin, operating expenses, capital expenditures, working capital, cash flow, and other key financial drivers.
• Prepare consolidated forecasts, scenario analyses, executive summaries, and recommendations to support strategic decision‑making.
• Monitor forecast accuracy and continuously improve planning methodologies, assumptions, and financial discipline across the organization.
• Support the loading, validation, reconciliation, and analysis of planning data within Hyperion and related financial systems.

Financial Reporting & Performance Analysis

• Manage the preparation of monthly management reporting packages, executive dashboards, KPIs, scorecards, and financial performance analyses.
• Analyze financial results by region, function, business unit, product, and other key dimensions, identifying operational and financial drivers affecting performance.
• Prepare variance analyses comparing actual results to budget, forecast, prior year, and strategic objectives while providing actionable recommendations.
• Develop executive‑level commentary that clearly communicates financial performance, business risks, opportunities, and recommended actions.
• Partner with Accounting and regional finance teams to improve reporting accuracy, data quality, consistency, and the efficiency of the monthly close and reporting cycle.

Business Partnership & Executive Support

• Serve as a trusted financial advisor to executive leadership, regional finance teams, and business leaders by providing analytical support for planning, forecasting, budgeting, and operational decision‑making.
• Coordinate monthly operating reviews, prepare executive presentation materials, and monitor follow‑up actions to promote accountability and execution.
• Support the preparation of executive and Board reporting materials, including financial schedules, trend analyses, forecasts, management presentations, and strategic recommendations.
• Translate complex financial information into clear business insights that support executive decision‑making and long‑term organizational objectives.

Strategic Financial Analysis

• Develop sophisticated financial models, investment analyses, scenario planning, profitability assessments, and business cases supporting strategic initiatives and corporate decision-making.
• Evaluate investments, pricing…