Financial Planning and Analysis Manager

Job Title: Financial Planning and Analysis Manager

Job Summary: The Financial Planning and Analysis Manager will oversee the financial planning, forecasting, and analysis functions within the organization. This role involves managing the FP&A team, developing and maintaining financial models and reports, and providing actionable insights to support strategic decision-making and enhance overall financial performance.

Responsibilities

• Lead and manage the FP&A team, including recruitment, training, performance management, and professional development.
• Develop and execute financial planning and forecasting processes, including annual budgets, quarterly forecasts, and long-term financial plans.
• Oversee the preparation and analysis of financial reports, including variance analysis, trend analysis, and financial performance metrics.
• Collaborate with business units and senior management to understand financial needs, provide insights, and support strategic decision-making.
• Develop and maintain financial models to support budgeting, forecasting, and business planning activities.
• Analyze financial data to identify trends, risks, and opportunities, and provide recommendations for improving financial performance.
• Monitor and report on key financial metrics, ensuring accuracy and consistency in financial reporting.
• Implement and enforce best practices for financial planning, reporting, and analysis to ensure high-quality and reliable financial information.
• Stay informed about industry trends, financial regulations, and best practices in financial planning and analysis.
• Manage FP&A-related budgets and resources effectively, including vendor relationships if applicable.
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; Master’s degree or CPA preferred.
• Minimum of 7-10 years of experience in financial planning and analysis, finance, or accounting, with at least 3-5 years in a management role.
• Strong proficiency in financial modeling, budgeting, forecasting, and financial analysis.
• Experience with financial planning software and tools (e.g., Hyperion, Anaplan, Excel) and data visualization.
• Proven track record of managing and leading FP&A projects and teams, delivering actionable financial insights and solutions.
• Excellent analytical and problem-solving skills, with the ability to translate complex financial data into strategic recommendations.
• Strong communication and presentation skills, with experience presenting financial insights to senior management and stakeholders.
• Demonstrated leadership and team management abilities, including experience in mentoring and developing high-performing teams.
• Knowledge of financial regulations, accounting principles, and best practices in financial planning and analysis.
• Ability to manage multiple projects and priorities in a dynamic, fast-paced environment.