What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Insero Talent Solutions?
Insero Talent Solutions is recruiting a FP&A Manager for a growing technology services company.
Reports to: Chief Financial Officer
The Objective of the Role:
The organization is seeking a highly analytical and detail-oriented FP&A Manager to play a key role in aligning their finance and operational teams. This role will be responsible for delivering insightful financial analysis, refining forecasts, monitoring key performance indicators, and supporting data-driven decision-making to enhance business performance and drive value creation. The ideal candidate has strong financial acumen and can translate complex data into actionable business recommendations.
What this role is responsible for:
Financial Planning & Forecasting
- Developing and maintaining comprehensive financial models, incorporating income statements, balance sheets, and cash flow projections
- Supporting budgeting and forecasting processes, ensuring alignment with strategic goals and investor expectations
- Monitoring forecasts to account for changing business dynamics or market conditions
Reporting & Analysis
- Preparing detailed financial reports, including variance analysis (actual vs. budget/forecast)
- Creating presentations for stakeholders, highlighting financial performance, trends, and strategic
- insights
- Providing ad hoc analysis to support business decisions and responding to stakeholder inquiries
Operational Performance Monitoring
- Establishing KPIs and dashboards to track financial and operational performance, ensuring
- alignment with strategic goals
- Partnering with business units to analyze drivers of revenue, cost, and profitability, identifying areas for improvement
- Supporting cost optimization strategies and initiatives
Stakeholder Interaction
- Working closely with stakeholders to meet reporting requirements, including detailed financial
- metrics and value creation updates.
- Contributing to quarterly board presentation content
Systems & Process Improvements
- Enhancing financial systems and processes to improve accuracy, efficiency, and scalability
- Implementing automation tools to streamline data collection and reporting
- Ensuring compliance with internal controls, audit requirements, and regulatory standards
What experience you need:
- Bachelor's degree in Accounting or Finance, with an MBA or CMA a plus
- 5 years of FP&A, corporate finance, or financial analysis experience, preferably within services-based organization
- Strong experience in financial modeling, budgeting, and forecasting in a fast-paced setting
- Demonstrated understanding of KPIs, financial statements, and cash flow analysis to drive insights and recommendations.
