Manager, Financial Planning & Analysis

Summary:

The Manager, Finance – FP&A is a strong financial operator who works effectively both independently and cross-functionally, brings structure and insight to complex financial questions, and demonstrates a high degree of ownership and initiative beyond explicitly assigned responsibilities.

Essential Job Duties and Responsibilities:

• Manage key components of annual budgeting, periodic forecasting, and long-range financial planning.

• Build and maintain financial models covering the income statement, balance sheet, and cash flow statement.

• Consolidate forecasts and financial results across multiple businesses.

• Analyze actual performance against budget and forecast and identify underlying business drivers.

• Develop monthly and quarterly management reporting packages and executive-ready presentations.

• Partner with business leaders to develop assumptions, understand performance, and identify financial risks and opportunities.

• Develop and monitor financial and operational KPIs.

• Perform scenario, sensitivity, profitability, and other financial analyses.

• Improve forecasting models, reporting processes, and FP&A tools as the organization grows.

• Proactively investigate financial trends and variances and communicate findings and recommendations.

• Support and review work performed by analysts and contribute to their professional development.

• Partner with Accounting and other finance functions to ensure accurate and timely financial information.

• Support ad hoc projects and analyses for senior management.

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

• Approximately 6+ years of relevant experience in FP&A, corporate finance, investment banking, consulting, accounting, or a related analytical field.

• Strong FP&A experience, including budgeting, forecasting, and financial performance analysis.

• Strong understanding of the income statement, balance sheet, and cash flow statement and how they interact.

• Advanced financial modeling and analytical capabilities.

• Strong Excel and financial reporting skills.

• Ability to translate detailed analysis into clear conclusions and recommendations.

• Strong communication skills and comfort working with senior stakeholders.

• Highly organized, proactive, intellectually curious, and comfortable taking ownership of ambiguous problems.

• Ability to operate effectively under tight deadlines and shifting priorities.

Certificates, Licenses, Registrations:

• None Required

Work Complexity:

Problems and issues faced are moderately complex. Problems typically impact own department and maybe other departments. Problems are typically solved through drawing from prior experience and analysis of issues.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.