The RoleThe Manager of FP&A at TheKey is a pivotal leadership role responsible for driving end-to-end financial planning and forecasting cycles while ensuring high standards of model governance and analytical rigor. You will monitor performance against plans, proactively identifying risks and opportunities to guide corrective actions with business partners. Beyond core financial analysis, the role involves optimizing reporting workflows, mentoring team members to elevate their modeling capabilities, and championing the integration of AI-enabled automation to enhance forecast accuracy and analytical depth across the organization.
The Ideal CandidateThe ideal candidate for this role is a "financial architect" who thrives at the intersection of rigorous modeling and forward-thinking innovation. You're not just a spreadsheet wizard with six to nine years of experience under your belt; you're a strategic partner who sees beyond the numbers to the story they tell. You balance high-level planning and model governance with a passion for mentoring your team to excellence. Whether you're championing the latest AI-enabled automation to streamline workflows or collaborating across teams to drive data-backed decisions, you bring both the technical savvy (Excel, EPM platforms, and maybe an MBA or CPA) and the emotional intelligence to turn variances into actionable opportunities. If you love optimizing processes, leading people, and making a real impact in a fast-paced environment, we'd love to have you on the team
Manager of FP & A Requirements:- Planning and forecasting. Manage financial planning cycles end to end for an assigned team or workstream, meeting all required deadlines.
- Model governance. Build and review financial models, ensuring accuracy, sound logic, and business relevance.
- KPIs and performance. Monitor performance against plan and provide substantive explanation of variances, not merely a restatement of results.
- Risk and opportunity. Identify risks and opportunities early and partner with business owners to develop and execute corrective actions.
- Tools and automation. Improve reporting templates, dashboards, and process workflows, retiring reporting that no longer serves a purpose.
- People leadership. Mentor analysts and senior analysts, raising the standard of modeling rigor and analytical communication.
- Cross-functional execution. Drive execution in partnership with cross-functional teams, supporting their decisions with data.
- AI and process automation. Lead the adoption of AI-enabled workflows and automation across FP&A processes, evaluating and implementing solutions that improve efficiency, forecast accuracy, and analytical depth.
Qualifications & Experience:- B.A. or B.S. in finance, accounting, economics, or a related field.
- Six to nine years of experience in FP&A, including ownership of a full planning process and direct management of analysts.
- Advanced proficiency in Excel and PowerPoint. Experience with an EPM platform.
Preferred Qualifications:- MBA or CPA.
- Experience within a private equity-backed organization. Experience in home care or multi-site healthcare services.
- Experience with Planful, Workday Adaptive Planning, Power BI, or Tableau. Experience leading the implementation of AI-enabled finance tools, automation initiatives, or process redesign.
Physical Requirements:- Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.
Benefits for full time employees - Medical/Dental/Vision Insurance
- TouchCare VirtualCare
- Life Insurance
- Health Savings Account
- Flexible Spending Account
- 401(k) Matching
- Employee Assistance Program
- PTO Plan for Non-Exempt Employees
- Flexible PTO Plan for Exempt Employees
- Holidays and Floating Holidays
- Pet Insurance
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