Manager Financial Planning & Analysis

Job Details

Job Location:

Westfield, NJ 07090
Position Type:
Full Time
Salary Range: $ - $ Salary
Job Category:
Finance

• Lead the annual budgeting process and periodic forecasting cycles across the organization.
• Develop and maintain financial models covering revenue, operating expenses, headcount, capital expenditures, cash flow, and other key business drivers.
• Partner with department leaders to develop budgets, forecasts, and long-range financial plans.
• Identify financial trends, risks, and opportunities and recommend actions to improve business performance.
• Continuously improve forecasting accuracy, planning methodologies, and financial processes.

• Prepare monthly and quarterly management reporting packages, including financial results, KPIs, forecasts, and variance analysis.
• Analyze actual performance against budget, forecast, and prior-year results and clearly explain key drivers.
• Develop dashboards and reporting tools that provide leadership with timely visibility into business performance.
• Perform scenario, sensitivity, profitability, and ad hoc analyses to support strategic and operational decisions.
• Translate financial and operational data into concise insights and recommendations for management.

• Serve as a strategic finance partner to operational and functional leaders across the organization.
• Work with business leaders to establish financial targets, evaluate performance, and identify opportunities for improvement.
• Support evaluation of investments, new initiatives, pricing decisions, cost-saving opportunities, and other strategic projects.
• Develop a strong understanding of operational drivers and connect operational performance to financial outcomes.
• Challenge assumptions constructively and help business partners make financially sound decisions.

• Improve the efficiency, consistency, and scalability of FP&A processes, models, and reporting.
• Help establish standardized financial planning and performance-management practices across the organization.
• Partner with Accounting and other teams to ensure financial reporting is accurate, timely, and aligned with management reporting requirements.
• Identify opportunities to automate recurring reporting and analysis.
• Support the implementation and optimization of financial planning, reporting, and business intelligence systems.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
• Advanced Excel skills and experience working with large and complex data sets.
• Experience with ERP, financial planning, reporting, and/or business intelligence platforms.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to communicate financial concepts clearly to both financial and non-financial audiences.
• Demonstrated ability to work cross-functionally and influence business decisions.
• Ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment.

• Experience developing or improving FP&A processes within a growing or evolving organization.
• Experience with financial planning and analysis tools, ERP systems, and data visualization platforms.
• Experience presenting financial results and recommendations to senior leadership.
• Prior experience managing or mentoring financial analysts is a plus.