Position Overview:Tract Capital is seeking a Sr. Manager, Financial Planning & Analysis to join the Finance team. This role serves as a key finance business partner across multiple functional departments in a fast-paced, entrepreneurial environment. The Sr. Manager will support budgeting, forecasting, cash flow planning, and reporting, while also developing and improving FP&A and operational processes, tools and outputs.
Job Responsibilities:The successful candidate will have experience and practical expertise in the following key areas, with particular depth supporting the financial infrastructure required for a capital-intensive business environment:
FP&A Business Partnership and Planning- Serve as a trusted finance partner to multiple functional teams, translating business drivers, risks, and opportunities into actionable insights.
- Prepare financial updates, reporting packages, and presentations for executive leadership and key business partners at a project, product and/or consolidated level.
- Support the financial infrastructure surrounding design, engineering, construction, manufacturing, and servicing activities associated with capital-intensive projects.
Budgeting, Forecasting, and Performance Management- Support budgeting, forecasting, reporting, and analytical modeling across the business and its capital projects.
- Deliver variance analysis, KPI reporting, and performance insights that improve forecast accuracy, planning discipline, and accountability to financial and operational targets.
- Evaluate spend, resource requirements, and financial performance across major project phases, with a focus on efficient use of capital.
- Identify opportunities for cost efficiency across projects, products, and operations without compromising execution or strategic priorities.
Process Improvement and Operating Rigor- Drive process improvement, standardization, and automation across finance operations, tools, processes, and reporting.
- Support financial controls and policy compliance through review and approval of contracts, purchase orders, and vendor billings, as applicable.
- Partner with accounting and treasury to align planning, reporting, and cash flow execution with financial, lender, customer, vendor and investor obligations.
Team Leadership and Cross-Functional Coordination- Help mentor and develop junior team members while reinforcing strong analytical standards, business judgment, and clear communication.
- Lead cross-functional projects and ad hoc financial analyses in support of evolving strategic priorities.
QualificationsRequired Qualifications- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 5+ years of progressive experience in budgeting, forecasting, financial analysis, and reporting
- Strong command of FP&A disciplines, including planning, reporting, variance analysis, cash flow forecasting, and financial modeling.
- Working knowledge of GAAP and financial statements.
- Highly proficient in Excel and other Microsoft applications
- Ability to build scalable processes and reporting frameworks that improve decision support and operational effectiveness.
- Exceptional analytical rigor, attention to detail, and accuracy.
- Strong written and verbal communication skills, with the ability to present complex information in a clear and actionable way at an executive level.
- Ability to build effective relationships across many functions and levels of the organization.
- Strong ownership mindset, sound judgment, and ability to operate independently with minimal oversight.
- Results-oriented, with demonstrated success managing multiple projects, priorities, and timelines.
- Intellectually curious, solution-oriented, and grounded in high ethical standards and integrity.
Preferred Qualifications- Experience in high-growth, entrepreneurial, digital infrastructure, data centers, real estate, development, private equity real estate, manufacturing, or similarly complex capital-intensive sectors is strongly preferred.
- Prior team leadership or mentoring experience
- Experience supporting capital project budgeting, forecasting, and billing
- Experience utilizing AI/Fintech tools to complete FP&A work tasks
- Experience with NetSuite and planning/reporting systems
Expected Salary Range: $150,000 - $175,000 Base Salary + Discretionary Bonus
Tract Capital EmploymentTract Capital employees enjoy competitive compensation and comprehensive benefits, including 100% employer-covered medical, dental, and vision insurance, a 401K program, standard paid holidays, and unlimited PTO.
Note: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the organization's ongoing needs.
