Bachelor's degree in Finance, Accounting, Economics, or a related field.
7+ years of progressive experience in corporate finance or financial planning and analysis.
Proven ownership of financial consolidation and reporting processes in complex organizations.
Experience preparing financial reporting packages for executive leadership and Boards.
Strong analytical skills with the ability to explain revenue and gross profit variances clearly.
Demonstrated use of AI and automation to enhance finance processes and productivity.
Advanced proficiency in Microsoft Excel and PowerPoint, with experience in financial systems and BI tools.
Responsibilities
Lead the monthly enterprise forecast process, ensuring quality and accuracy.
Own the financial consolidation and management reporting processes, delivering timely reports.
Contribute to Board and private equity sponsor reporting packages, ensuring completeness and readiness.
Collaborate with various departments to align on financial assumptions and resolve discrepancies.
Support variance analysis by identifying key drivers and coordinating explanations with partners.
Develop financial models and dashboards to enhance visibility into performance.
Implement AI and automation solutions to streamline finance processes and improve efficiency.
Benefits
Opportunities for professional development and skill enhancement.
Collaborative work environment with cross-functional teams.
Exposure to high-level financial reporting and strategic decision-making.
Potential for career advancement within a dynamic finance team.
Full Job Description
The Role
The Finance Manager, Planning & Analysisis a hands-on leader within Corporate Finance responsible for the company's enterprise planning and forecasting process, monthly financial consolidation and reporting cycle, and contributing to recurring Board of Directors and private equity sponsor reporting packages. This role coordinates inputs across the organization, maintains disciplined reporting and forecast processes, supports revenue and gross profit variance analysis, and provides thought and technical leadership to the broader finance community. The successful candidate will combine strong financial fundamentals with demonstrated experience applying artificial intelligence and automation to improve finance processes, reporting quality, and team productivity.
Responsibilities include:
Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and preparation of forecast outputs.
Own the monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering accurate, timely enterprise reporting.
Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring financial schedules, commentary, and supporting analyses are complete, consistent, and presentation-ready.
Partner with accounting, business finance, rev ops and other business partners to align on assumptions, reconcile actual results to management reporting and resolve data, mapping, or classification issues.
Support revenue and gross profit variance analysis by identifying key drivers versus prior forecast, budget, and prior periods and coordinating clear explanations with business partners.
Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes while maintaining appropriate controls.
Identify recurring manual activities and implement practical automation solutions that improve speed, accuracy, and scalability.
Coach and develop financial analysts through clear work planning, review of analyses and deliverables, actionable feedback, and on-the-job skill development.
Coordinate cross-functional deliverables and deadlines, communicate risks early, and follow issues through resolution.
Support ad hoc financial analysis and recurring finance priorities as needed.
Required Skills and Professional Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field.
7+ years of progressive experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
Experience contributing to the preparing of recurring financial reporting packages for executive leadership, Boards of Directors, and/or private equity sponsors.
Strong understanding of financial statements and proven ability to analyze revenue and gross profit performance and explain variances clearly.
Demonstrated experience using AI and automation to advance finance processes, including practical examples of improving analysis, reporting, forecasting, or team productivity.
Advanced financial modeling and analytical skills, with strong attention to detail and the ability to manage multiple recurring deadlines.
Advanced proficiency in Microsoft Excel and PowerPoint and experience working with enterprise financial systems, planning platforms, and business intelligence tools.
Experience coaching, reviewing the work of, and developing financial analysts.
Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.
Preferred Skills and Professional Experience
Experience in a private equity-backed, technology, services, or other multi-entity environment.
Experience with OneStream, Microsoft Dynamics 365, Power BI, or comparable ERP, consolidation, planning, and business intelligence platforms.
Hands-on experience with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in a controlled finance environment.
CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.
About Presidio
Presidio is a leading provider of information technology services and solutions for businesses of all sizes. The company offers a wide range of services, including cloud computing, cybersecurity, data center solutions, and more. Presidio was founded in 2003 and has since grown to become one of the largest IT services companies in the United States. The company has over 3,000 employees and serves clients in a variety of industries, including healthcare, finance, and government.
