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Financial Planning and Analysis Manager

Atlantic Group
Montgomery, PA Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 3/8/2025

Job Overview - Financial Planning & Analysis Manager (Hybrid):

Step into a pivotal role as a Financial Planning Analyst with our client’s finance team. In this hybrid role, you'll support the CFO and senior management with impactful financial analysis and reporting to drive strategic decisions.

Compensation: $125,000 - $150,000/year Bonus

Location: Montgomery County, PA

Schedule: Monday to Friday (Hybrid)

Responsibilities:

  • Data Analysis: Collect and interpret financial and operational data, creating dashboards and reports for senior stakeholders.
  • Trend Identification: Track KPIs, variances, and trends impacting financial performance and operations.
  • Financial Modeling: Develop models for budgeting, forecasting, and long-term planning, including cost-benefit and ROI analysis.
  • Strategic Insights: Present findings and actionable recommendations to senior management, supporting growth and alignment on initiatives.
  • Compliance & Research: Ensure adherence to regulatory standards and conduct market research to inform expansion strategies.

Qualifications :

  • Education: Bachelor’s in Finance, Business Administration, or Economics required (MBA/CFA/CMA is a plus).
  • Experience: 2-5 years in Financial or Business Analysis required (experience in services, healthcare, or staffing is preferred).
  • Skills: Strong proficiency in Excel, financial modeling, and analytical tools (Power BI, NetSuite experience preferred).
  • Competencies: Critical thinker with excellent communication skills, able to work both independently and collaboratively.
  • Industry Knowledge: Familiarity with healthcare regulations and compliance standards is advantageous.


Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

Salary : $120,000 - $150,000

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