Financial Planning and Analysis Manager

2 days ago Be among the first 25 applicants

$/yr - $/yr

Lead financial planning and analysis activities that drive data-based decisions across the business. This role partners with multiple departments, manages forecasting and budgeting processes, and builds models that enhance visibility into performance. You will prepare executive-ready reporting, support leadership with presentations, and serve as a trusted advisor for financial insights.

• Manage annual budget cycle and lead monthly/quarterly reforecasting, ensuring clarity and alignment with stakeholders.
• Build and refine driver-based financial models covering revenue, expenses, KPIs, headcount, and capital/operating expenditures.
• Provide variance analysis and actionable recommendations to improve results and strengthen financial performance.
• Deliver monthly G&A and operating expense reporting with dashboards and trend analysis.
• Partner cross-functionally to translate operating plans into budgets and forecasts.
• Lead weekly forecast calls with Sales and senior leadership, consolidating updates and highlighting risks and opportunities.
• Prepare reports and materials for leadership meetings and company-wide updates.
• Collaborate on sales commission plan design to align incentives with financial objectives.
• Safeguard data quality and confidentiality while enhancing reporting processes.
• Support compliance requirements and contribute to continuous process improvements.

• Bachelor’s degree in Finance or Accounting; MBA or CPA preferred.
• 10+ years of FP&A experience, including budgeting, forecasting, and month-end analytics.
• Advanced Excel and strong MS Office skills; ERP experience (Microsoft Dynamics/Great Plains preferred).
• Proven ability to create robust financial models and translate data into insights.
• Strong problem-solving skills and detail orientation with high accuracy standards.
• Highly organized with the ability to manage multiple projects in a fast-paced environment.
• Effective communicator with strong interpersonal skills; comfortable engaging senior leadership.

• Mid-Senior level

• Full-time

• Finance

• Health and Human Services

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