Financial Planning and Analysis Manager

Job Description: Lead Financial Analyst – FP&A

Purpose of the Role:

The Lead Financial Analyst, FP&A, is critical in driving financial planning and analysis processes to support strategic decision-making. This position delivers actionable insights by preparing and analyzing financial data, forecasting performance, and identifying opportunities for growth and efficiency. The role involves supervising a Financial Analyst, collaborating with department leaders to develop budgets, and presenting financial results and recommendations to senior leadership.

Key Responsibilities:

• For senior leadership, lead the preparation and delivery of financial reports, including forecasts, budgets, and monthly performance summaries.
• Conduct variance analysis to explain deviations from budget and forecast, providing actionable recommendations.
• Serve as a strategic partner to business units, offering financial insights and advisory support to drive decision-making.
• Develop and refine financial models to support forecasting, scenario planning, and long-term planning initiatives.
• Analyze revenue streams, cost structures, and profitability metrics to identify trends and opportunities for improvement.
• Prepare and present data-driven insights clearly and concisely for both financial and non-financial stakeholders.
• Partner with department heads to establish and monitor annual budgets and rolling forecasts.
• Lead complex financial analysis projects, including ROI evaluations, cost-benefit analysis, and performance benchmarking.
• Identify and implement process improvements to enhance the accuracy, efficiency, and timeliness of FP&A deliverables.
• Provide mentorship and guidance to a Financial Analyst, fostering their professional development.
• Support strategic initiatives and special projects, delivering financial expertise and analysis as needed.
• Travel as required to support business operations and collaboration.

Qualifications:

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.

Experience:

• 8-10 years of experience in financial planning and analysis, with a proven track record of delivering insights that drive business results.

Skills and Competencies:

• Advanced financial modeling and forecasting skills.
• Strong analytical abilities with a focus on delivering actionable insights.
• Excellent verbal and written communication skills, including the ability to present complex financial information to diverse audiences.
• Demonstrated ability to lead and influence cross-functional teams.
• Strong organizational skills, capable of managing multiple priorities and meeting tight deadlines.
• Proficiency in financial systems and tools (e.g., Excel, ERP systems, and reporting platforms).
• Ability to work independently and proactively identify areas for improvement.
• High attention to detail and a commitment to accuracy.
• A continuous improvement mindset with a focus on enhancing FP&A processes and outputs.