HR Team: Morgan Daniel & Tammy AllegrettiHiring Manager: Kristen EstesThe Manager, Financial Planning & Analysis is responsible for leading the organization's financial planning, forecasting, budgeting, and financial performance reporting processes. This role partners closely with Accounting, Marketing and Operations to provide timely and actionable financial insights, perform detailed income statement variance analysis, support month-end close activities, and drive strategic decision-making through financial forecasting and business analysis. Duties include but are not limited to:
- Lead the monthly financial reporting process, partnering with Accounting to ensure accurate and timely month-end close results, financial reporting, and variance explanations.
- Perform detailed income statement analysis, identifying key drivers of revenue, expense, and EBITDA variances versus budget, outlook, and prior year.
- Assist in development of monthly, quarterly, and annual financial performance reporting packages for leadership.
- Lead the quarterly financial outlook process in collaboration with business partners.
- Manage the annual budget process, coordinating with business partners, to develop revenue, expense, and growth project projections that align with corporate strategic objectives.
- Evaluate financial performance trends and provide recommendations to support operational and strategic decision-making.
- Partner with business leaders to assess financial impacts of operational initiatives, investment opportunities, resource allocation decisions, and cost management strategies.
- Assist in preparation of executive-level presentations and financial analyses for senior leadership, executive committees, and Board meetings.
- Develop financial models, forecasts, and scenario analyses to support long-term planning and strategic initiatives.
- Monitor key performance indicators and financial metrics, providing insights and recommendations to improve business performance.
- Drive continuous improvement in financial planning, forecasting, reporting processes, and analytical tools to enhance efficiency and decision support.
- Establish strong partnerships across Accounting, Marketing, and Operations functions to improve financial transparency and accountability.
- Lead, develop, and mentor FP&A analysts, fostering analytical rigor and professional growth within the team.
- Manage special projects, ad hoc financial analyses, and other duties as assigned.
Required skills:
- Minimum 6-8 years of progressive experience in financial planning & analysis, corporate finance, accounting, or related fields required
- Transportation industry, particularly railroad, experience a plus
- Strong communication, presentation, time management and prioritization skills
- Demonstrated ability to lead, develop, and coach individuals and teams
- Proven ability to influence and collaborate across organizational boundaries and functions
- Self-motivated with the ability to work independently and manage multiple priorities in a fast-paced environment
- Advanced proficiency in Microsoft Excel and PowerPoint, including financial modeling, data analysis, and forecasting; experience with Microsoft Dynamics GP ERP and Adaptive Insights preferred
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required; MBA, CPA, CFA, or other relevant advanced certification preferred
This position is employed by the specific entity set forth in the job posting.
