We are immediately hiring a
Financial Planning & Analysis Manager to join our dynamic team.
What you'll do:This highly visible role will serve as a strategic business partner across the organization, with a particular focus on identifying opportunities to
drive revenue growth, improve EBITDA, enhance sales performance, and increase operational efficiency.
Reporting directly to the Vice President of Financial Planning & Analysis, this position will leverage financial, sales, and operational data to develop actionable insights and help business leaders make informed decisions. The FP&A Manager will work closely with Sales, Operations, FP&A, Executive Leadership, and other cross-functional teams to improve reporting, strengthen pipeline visibility, optimize CRM processes, and lead strategic initiatives that positively impact business performance.
Key Responsibilities- Lead recurring sales and business performance reviews with Regional Sales Directors and sales teams, using data and KPIs to evaluate performance, identify opportunities, and establish actionable improvement plans.
- Analyze performance by customer, product line, market, sales activity, and other key business drivers to identify revenue growth and cost-recovery opportunities.
- Develop and enhance executive dashboards, graphs, and reporting to provide greater visibility into sales, revenue, business trends, and EBITDA improvement opportunities.
- Support month-end close, monthly business reviews, forecasting, budgeting, and strategic planning through analytical reporting.
- Lead cross-functional projects focused on revenue growth, cost efficiencies, operational improvements, and overall business performance.
- Serve as the Finance lead for enterprise-wide initiatives, including revenue optimization, cost recovery, customer pricing reviews, and operational standardization.
- Partner with Sales leadership to improve CRM utilization, data quality, dashboards, reporting, and user adoption.
- Develop and maintain reporting around pipeline, secured revenue, opportunity tracking, and other key sales metrics.
- Translate complex financial and operational data into clear, actionable recommendations for business leaders.
- Drive accountability and continuous improvement by identifying trends, opportunities, and performance gaps across the organization.
- Support additional strategic and financial initiatives as assigned.
Qualifications- Bachelor's degree in Finance, Accounting, Business, Analytics, or a related field preferred.
- MBA or CPA preferred.
- 10+ years of relevant experience in FP&A, forecasting, sales analytics, business analytics, consulting, CRM systems/KPI dashboards, month-end close, financial reporting, SOX, or related financial functions.
- Advanced Microsoft Excel skills required.
- Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
- Demonstrated ability to lead cross-functional projects involving Sales, Operations, Finance, and Executive Leadership and influence business decisions.
- Excellent presentation and verbal communication skills, including the ability to effectively communicate analytical findings to business leaders.
- Strong organizational and project-management skills with the ability to manage multiple priorities and deadlines.
- Strong leadership and supervisory capabilities.
- Ability to travel approximately 10-20%.
Work Location & TravelThis position is primarily based at our
Tampa headquarters and requires approximately
10-20% travel.
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