Sr. Manager, Financial Planning & Analysis

Senior Manager, Financial Planning & Analysis (FP&A)

We are seeking a Senior Manager, Financial Planning & Analysis (FP&A) to provide strategic financial analysis, forecasting, modeling, and reporting across a multi-entity organization. This newly created role will partner closely with senior leadership to improve financial visibility, strengthen decision-making, and build scalable financial planning and reporting processes.

The ideal candidate is a highly analytical, hands-on finance professional who can move comfortably between detailed financial analysis and executive-level recommendations. The position is primarily focused on forward-looking planning, modeling, dashboards, and business analysis, while also providing enough financial and accounting oversight to identify inconsistencies and improve data quality.

• Build and maintain financial forecasts, budgets, and long-range planning models across multiple entities.
• Develop financial models supporting investments, capital allocation, business initiatives, pricing, unit economics, and scenario analysis.
• Create and maintain dashboards and reporting tools that provide leadership with visibility into financial performance, cash flow, liquidity, and key business drivers.
• Analyze financial results, identify trends and variances, and clearly explain underlying drivers.
• Review financial schedules and reporting for accuracy and help identify errors before information reaches senior leadership.
• Consolidate financial information across multiple businesses or entities to create a clear enterprise-wide financial view.
• Prepare monthly and quarterly reporting packages, investment analyses, presentations, and executive-level recommendations.
• Partner with business leaders on financial planning and analysis supporting growth and strategic decision-making.
• Identify opportunities to improve reporting and modeling through AI, automation, and more efficient financial workflows.
• Support and potentially mentor finance and accounting team members as the organization continues to grow.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in FP&A, financial analysis, business analytics, or a similar finance environment.
• Strong financial modeling, forecasting, budgeting, and scenario-planning capabilities.
• Advanced Excel/spreadsheet skills with experience using dashboarding or business intelligence tools.
• Strong understanding of cash flow, financial reporting, and financial data quality.
• Ability to interpret complex financial information and translate it into concise, actionable recommendations.
• Experience working across multiple business units, legal entities, portfolio companies, holding companies, or similar environments is highly desirable.
• Comfortable working in a lean, entrepreneurial environment where priorities may shift and individuals are expected to be both strategic and hands-on.
• Interest in using AI and automation to improve financial planning, reporting, and analysis.
• Strong communication, judgment, attention to detail, and discretion.

The strongest candidate will combine FP&A expertise with strong business judgment and enough accounting knowledge to recognize financial inconsistencies or errors. This is not primarily an accounting position; the role is heavily focused on planning, modeling, analysis, and strategy.

The position is best suited for someone who is analytical, intellectually curious, hands-on, adaptable, and capable of growing into broader financial leadership responsibilities over time.