Financial Planning & Analysis Manager; FP&A)

Build your career while helping people build a stronger financial future.

At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.

Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.

What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.

Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA;
Columbia, MD;
Columbus, OH;
Monrovia, CA;
Riverside, CA;
Maple Grove, MN; and Baxter, MN, as well as remote locations.

At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.

Blue Ridge Associates is seeking a strong analytical problem solver who can leverage technology and automation to enhance reporting, forecasting, and operational efficiency. While operating as an individual contributor, the role also provides functional guidance and collaboration with a global team supporting FP&A initiatives.

As a Financial Planning & Analysis Manager (FP&A), you’ll serve as a strategic business partner responsible for revenue forecasting, sales analytics, financial planning, and budgeting support. This role works closely with internal teams to turn complex data into actionable insights that drive growth and improve business performance.

• Lead financial planning, forecasting, and reporting activities related to sales performance and revenue growth.
• Own revenue forecasts and key performance metrics.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Complete performance variance analysis and provide meaningful explanations of financial results.
• Build business cases and financial models to support strategic initiatives and investments.
• Deliver executive-level reporting and presentations that translate complex data into clear recommendations.
• Evaluate business performance and identify opportunities to improve profitability and financial outcomes.

• Assess decentralized data sources and help determine the appropriate datasets needed for analysis and reporting.
• Partner with business stakeholders and data teams to improve data…