This is a unique opportunity for a finance professional who enjoys creating structure, improving visibility, and influencing business decisions. Rather than stepping into an established FP&A department, you will play a key role in designing the processes, reporting, forecasting disciplines, KPI frameworks, and business-partnering capabilities that help drive strategic decision-making across the organization.
You will work closely with the CFO, Director of Finance, Controller, and operational leaders to transform financial and operational data into actionable insights that improve revenue growth, profitability, cash flow, and overall business performance.
Key responsibilities of the
Manager of Financial Planning and Analysis include:
- Build and Lead the FP&A Function-
- Establish scalable budgeting, forecasting, financial modeling, reporting, and analysis processes.
- Create reporting standards, KPI scorecards, management dashboards, and recurring business review routines.
- Develop practical tools, templates, documentation, and processes that support future growth.
- Partner with leaders across the organization to improve financial visibility and accountability.
- Financial Planning, Budgeting and Forecasting -
- Lead the annual budget, rolling forecast, and long-range planning processes.
- Develop driver-based financial models for revenue, margins, expenses, cash flow, working capital, and capital investment.
- Analyze forecast accuracy and identify emerging risks and opportunities.
- Drive consistency, discipline, and accountability throughout the planning process.
- Management Reporting & Business Insights -
- Build management reporting packages and executive dashboards.
- Develop meaningful KPI's that provide visibility into revenue and profitability, backlog and bookings, operating performance, working capital, and cash flow.
- Transform complex data into clear recommendations and actionable business insights.
- Business Partnering & Decision Support -
- Serve as a trusted finance partner to Operations, Sales, Supply Chain, HR, and IT leaders.
- Support pricing decisions, customer profitability analysis, capital investments, headcount planning, product margins, and business cases.
- Help leaders understand the financial and operational impact of key decisions.
- Provide variance analysis and recommendations that drive performance improvement.
- Profitability, Margin & Cash Flow Analysis -
- Analyze revenue trends, gross margins, product and customer profitability, operating costs, and cash flow drivers.
- Partner with operations and commercial teams to identify opportunities for improvement.
- Support working capital optimization by increasing visibility into inventory, receivables, payables, and cash conversion metrics.
- Develop reporting that improves leadership's understanding of liquidity and cash forecasting.
- Reporting Automation & Finance Transformation -
- Partner with Accounting, IT, and ERP resources to improve reporting architecture and data visibility.
- Identify opportunities to automate reporting and eliminate manual processes.
- Support the use of ERP, BI, and AI-enabled tools to enhance decision-making capabilities.
- Lead improvement initiatives that increase efficiency, speed, accuracy, and scalability.
To be successful in this role, the candidate should possess the following qualifications and competencies:- Bachelor's degree in Finance, Accounting, Business, Economics or a related field.
- 5+ years of progressive experience in FP&A, finance, accounting, operational finance, or business analysis.
- Strong experience with budgeting and forecasting, financial modeling, variance analysis, KIP development and reporting, business decision support..
- Advanced MS Excel skills and experience with ERP and financial reporting systems.
- Demonstrated ability to lead projects, improve processes, and influence cross-functional teams.
- MBA, CPA< CMA, or equivalent advanced credential preferred.
- Manufacturing, distribution, multi-entity, or international business experience.
- Experience with Power BI, reporting tools, automation initiatives, and data visualization
