The Financial Planning and Analysis (FP&A) Manager works closely with the Corporate Finance team. He/she is responsible to manage and oversee different types of projects depending on the needs of his/her assigned client. Some of the expected work for the Manager includes: preparing client's budget and forecast projections, monitoring client's actual financial performance, analyzing and interpreting variances between forecast and actuals, preparing Excel dashboards and a variety of reports. The FP&A manager also communicates financial insights to key stakeholders, including executives and department heads, to support decision-making processes and drive strategic initiatives.
He/she will manage all assigned senior and junior financial analysts and will be responsible for coaching them and assisting them in their career growth along with other managers of the team.
Responsibilities
- Be a leader, innovator and motivator in the corporate finance team - introduce better ways to enhance the efficiency and effectiveness of the FP&A function.
- Help with growth strategy for corporate finance - recruiting future corporate finance team members, marketing corporate finance, looking into what industries to focus on
- Effectively leading and mentoring a team of financial analysts to maintain a positive working relationship and provide guidance and support for their professional development.
- Review financial models to forecast key financial metrics, including revenue, expenses, cash flow, profitability, and key performance indicators (KPIs).
- Collaborating with business leaders across different functions (sales, marketing, operations, etc.) to provide financial guidance and support. This includes helping them understand their financial performance and identify opportunities for improvement.
- Effectively communicate financial information and insights to stakeholders, including senior management, investors, and other departments, through clear and concise reports, presentations, and verbal communication.
- Certain administrative duties.
Qualifications
- At least 5 years of experience in preparing and reviewing financial models and annual operating plans.
- Candidates must possess at least a bachelor's degree in business, economics, finance, accounting, or a related major, or equivalent experience.
- Strong understanding of business principles and financial statements, with the ability to connect financial results to business drivers.
- Advanced proficiency in Excel, including financial modeling, forecasting, and data analysis techniques (e.g., pivot tables, VLOOKUPs, macros).
- Experience with financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) is a plus.
- Excellent interpersonal, verbal, and written communication skills.
- Attention to detail, strong critical thinking and leadership skills.
