Financial Planning and Analysis Manager

Role Overview:

We are seeking a highly experienced FP&A professional with 5-10 years of progressive finance experience who can independently partner with senior business leaders and fully own the budgeting, forecasting, and financial planning process end to end.

This role requires strong judgment, executive presence, and the ability to drive complex planning cycles to completion with minimal oversight. Prior people management experience is a strong plus.

The individual will serve as a trusted financial advisor to the business, translating strategy into financial plans, identifying risks and opportunities, and driving data-driven decision making across the organization.

Key Responsibilities:

Financial Planning & Analysis

* Own the annual budgeting, rolling forecast, and long-range planning processes from kickoff through final delivery, including timelines, assumptions, consolidation, and executive review.

* Build, maintain, and enhance detailed financial models that support forecasting, scenario analysis, and strategic decision-making.

* Partner directly with senior business leaders to understand operational drivers, challenge assumptions, and align financial plans with business strategy.

Reporting & Insights

* Prepare and deliver clear, concise financial reporting packages for leadership, highlighting key trends, risks, and opportunities.

* Perform variance analysis versus budget, forecast, and prior periods, and provide actionable insights and recommendations.

* Develop predictive analyses and scenario modeling to support investment decisions and risk mitigation.

Business Partnership & Leadership

* Independently lead discussions with functional and business leaders on budgets, forecasts, performance drivers, and corrective actions.

* Act as a thought partner to leadership by proactively identifying issues and recommending data-backed solutions.

* Support executive-level presentations and materials for leadership reviews, operating meetings, and planning sessions.

Process Improvement & Tools

* Drive continuous improvement of FP&A processes, models, and reporting, with a focus on scalability, accuracy, and efficiency.

* Design and enhance reporting tools and dashboards using Netsuite, Excel, Adaptive FP&A, and other planning systems.

* Establish best practices for documentation, assumptions tracking, and model governance.

Ad Hoc & Strategic Analysis

* Lead ad-hoc financial analyses related to pricing, headcount, investments, and profitability.

* Identify emerging trends and business risks and recommend proactive actions to leadership.

People Leadership (Preferred)

* Provide guidance, review, and mentorship to junior analysts, if applicable.

* Prior experience managing or leading teams is a strong plus, though not required.

Experience & Qualifications

* 5-10 years of progressive experience in finance, FP&A, or related roles.

* Proven track record of independently owning and delivering budgets and forecasts in a complex, fast-paced environment.

* Demonstrated ability to partner with senior leaders and influence outcomes through financial insights.

* Strong financial modeling and analytical skills with advanced Excel proficiency; experience with Adaptive FP&A or similar tools preferred.

* Excellent communication skills, with the ability to translate complex financial concepts into clear business insights.

* Highly organized, self-directed, and capable of driving projects to completion with minimal supervision.