Financial Planning & Analysis Manager

Synopsis of the Role

As a Financial Planning & Analysis Manager, you will serve as a strategic architect of our financial future. You are not just a "numbers person"; you are an analytical storyteller who takes full end-to-end P&L accountability. You will work closely with various business units to prepare annual budgets, monthly forecasts and monthly reporting to the business and management. You will analyze business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making.

• Drive End-to-End Financial Planning:
  Architect and manage the end-to-end budgeting and forecasting process. You own the process from data gathering to final consolidation that facilitates driver-based forecasting.

• Revenue & Volume Analysis:
  Utilize Salesforce to perform deep-dive analysis on diverse revenue streams, tracking daily volumes and reporting on performance by product and client.

• Digital Dashboarding & BI:
  Maintain and evolve a suite of dashboards using Tableau, Hyperion, and Power BI to provide real-time insights to business and corporate finance stakeholders.

• Strategic Commentary:
  Partner with business leaders to finalize month-end results, translating functional activity into insightful commentary that drives action.

• Operational Excellence:
  Continuously hunt for efficiencies by automating financial processes and leveraging cutting-edge BI and AI tools.

• Ad-Hoc Strategic Modeling:
  Conduct deep-dive financial analysis, build business cases for new initiatives, and utilize statistical or economic models for advanced forecasting.

• Education:
  
  Bachelor’s degree in Finance, Accounting, or a related field. While a CPA designation is an asset, we value equivalent high-level corporate experience.

• Experience:
  
  5+ years of FP&A experience within a mid to large size organization Analytical Rigor:
  Proficiency in financial modeling, forecasting, and budgeting with a good understanding of US GAAP.

• The Tech Stack:
  You have the passion for technology with advanced Excel skills and hands-on experience in Oracle Hyperion/Essbase, Tableau, and Salesforce.

• Communication Mastery:
  Ability to interface with senior leadership, possessing the "soft skills" to explain technical financial variances to non-financial partners.

• Predictive Expertise:
  Experience in forecasting using statistical or economic models to navigate market volatility.

• Innovation Mindset: A strong interest in technology and the application of AI solutions to refine forecasting and enhance business modeling.

• Attributes:
  Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt.