SR. Manager, Financial Planning and Analysis

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7 days ago Requisition

Salary Range: $ To $ Annually

Role Description

The Sr. Manager, Financial Planning and Analysis serves as a strategic business partner who bridges the gap between financial performance and reporting and long-term operational success.

This position coordinates our monthly reporting package preparation with the accounting team and senior management for presentation to the board of directors. Additionally, this role focuses on driving our planning cycles, cash forecasting, improving systems, and translating data into actionable insights for executive leadership. This role supports three companies operating in two different ERP systems and requires someone who enjoys learning modern technology, thrives in a fast-paced environment, and takes ownership of their work.

Success in this role comes from attention to detail, curiosity, and the ability to recognize and communicate issues.

Key Responsibilities

• Own and lead the business’s planning, forecasting, and performance management cycles, ensuring timely, accurate, and insightful financial outlooks that support strategic and operational decision‑making through variance analysis, scenario modeling, and risk/opportunity assessment.
• Lead the end-to-end financial planning cycle—including annual budgeting, quarterly forecasting, and ongoing performance monitoring—ensuring alignment with strategic priorities and proactively identifying

gaps, drivers, and corrective actions.

• Prepare and present clear, compelling financial reporting and executive‑level presentations for senior leadership and ownership, translating complex financial results into actionable insights and recommendations.
• Provide ad hoc and special‑project financial support to enable informed decision‑making across the organization.
• Drive continuous improvement of processes, tools, and reporting, enhancing efficiency, accuracy, transparency, and scalability.
• Build and maintain trusted finance partnerships with senior business leaders, serving as a strategic advisor who influences key decisions and connects financial insights to business outcomes.
• Contribute to the team effort by accomplishing related results and participating on projects as needed.

Process & Systems

• Prepare the monthly reporting package for senior management and board of directors (BOD).
• Prepare/coordinate and report cash forecasts.
• Identify process inefficiencies and recommend improvements.
• Escalate unusual transactions, discrepancies, or recurring issues.
• Maintain organized electronic documentation and audit-ready records.

Competencies Needed for Success

Attention to Detail:Produces accurate work while maintaining a high level of quality in a fast-paced environment.

Technology Aptitude:Learns new software quickly and is comfortable working across multiple systems.

Ownership:Works independently, manages priorities, and follows tasks through to completion with minimal supervision.

Communication:Communicates professionally with senior management, board of directors, debt holders, and internal stakeholders while maintaining positive working relationships.

Adaptability:Adjusts comfortably as priorities shift, and willingly assists with responsibilities of ad hoc requests.

Continuous Learning:Shows curiosity, accepts feedback, and actively seeks opportunities to improve knowledge and processes.

Organization & Time Management:Balances recurring deadlines while maintaining accuracy and responsiveness.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Minimum 5-7 years of experience.
• Strong…