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Financial Planning and Analysis Manager

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: Truity Partners LLC
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Financial Reporting, Corporate Finance, Financial Manager
Salary/Wage Range or Industry Benchmark: 95000 - 130000 USD Yearly USD 95000.00 130000.00 YEAR
Job Description & How to Apply Below

Our client is an organization in the Milwaukee County area that’s looking for an FP&A Manager. Our client is looking for someone with 5+ years of experience, detail-oriented, and who has excellent leadership skills. This company offers flexibility, high visibility, and competitive benefits. This position is hybrid.

The salary for this position is $95K - $130K.

The FP&A Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES
  • Lead annual budgeting, forecasting, and long-range financial planning processes to support business objectives and strategic growth initiatives.
  • Develop, maintain, and enhance financial models to improve forecast accuracy, scenario planning, and performance visibility across products and channels.
  • Partner with cross-functional leaders to align financial plans with operational priorities and provide data-driven recommendations.
  • Analyze financial performance, identify risks and opportunities, and deliver actionable insights to support strategic decision-making.
  • Oversee monthly financial reporting and business review processes, ensuring accuracy, consistency, and compliance with corporate requirements.
  • Create and manage dashboards, metrics, and reporting tools to monitor key business drivers and improve organizational visibility.
  • Drive continuous improvement of FP&A processes, systems, and workflows while collaborating with finance and operational teams to strengthen data integrity and reporting effectiveness.

The FP&A
Manager will possess the following:

EXPERIENCE REQUIRED
  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred.
  • 5+ years of progressive FP&A or finance experience.
  • Strong experience in forecasting, modeling, and financial analysis.
  • Experience working in ERP-based environments (SAP preferred).
  • Experience working in forecast/planning software (One Stream preferred).
  • Ability to influence cross-functional stakeholders.
  • Strong communication and presentation skills.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

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