FP&A Manager

Who We Are..

Fortis Franchise Group is the #1 Mathnasium Franchisee in the United States, what began as one center in Central Florida has now grown to a portfolio of 70 locations across 7 states with 7,500 students enrolled (highest concentration in Florida and Texas). We have also been recognized by Mathnasium for "Best Turnaround of a Resale" and "Top Multi-Unit Operator by AUV." and we are excited for our next chapter of growth. At its core, Fortis Franchise Group operates as a company with deep entrepreneurial tendencies; our employees are passionate and mission-focused – serving the community and changing lives through math. The pervasive internal culture is one that supports accountability, empowerment, innovation and an uncompromising work ethic.

Job Overview:

We are searching for a FP&A Manager who is highly skilled in Excel-based modeling, analytical, can drive the company’s financial planning process, regular metric reporting, and ad hoc analysis. This person is also a great teammate that will identify and communicate actionable insights to their teammates that will make their lives easier within an ever-changing, high growth environment. The right candidate is smart and curious, has a high attention to detail, possesses advanced Excel skills, has an operational focus, maintains an internal drive to roll up their sleeves and get things done in the right way, and is a team player.

Responsibilities:

• Support the annual budget, quarterly forecast, and long-term strategic planning processes for the organization. “Own” models that support the monthly forecast process, and drive relevant analysis with a strategic orientation.
• Help to design and refine detailed financial models that forecast and analyze functional costs to fully understand sources of variance and, ultimately, improve forecast accuracy.
• Analyze unit-level financial performance on a monthly and ad hoc basis, perform variance analysis, and identify key trends to inform decision making.
• Maintain monthly consolidated cash forecast and track intercompany movement of cash.
• Build and maintain long-term financial plans. Consolidate company-wide long-term plans.
• Assist in the preparation of monthly financial reporting packages, board, and other similar materials. Gather, analyze and interpret data to support various business and financial needs.
• Build the analysis to support “review sessions” – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization. Provide monthly insight regarding forecast updates as well as possible risks and steps required to meet or exceed budget.
• Prepare weekly, monthly and quarterly management reporting - analyzing financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management.
• Support executive management by providing timely ad hoc reporting on critical issues.
• Become embedded with business partners across the organization, establishing trust, building relationships, and deeply understanding relevant drivers.
• Own updating, improving (and communicating via best-in-class, “investment banking/private equity quality” presentations) with weekly metrics, and other key metrics.
• Varying business-level analyses, task automation, and other special projects as needed.

Experience & Competencies

• 2-5 years of experience in a finance / business related field
• 2 years of experience in investment banking, private equity, corporate finance, FP&A or related field is required.
• Near mastery of Excel and PowerPoint
• Experience working with QuickBooks
• Proven analytical, financial modeling, and presentation skills with the ability to conduct detailed analyses, tell the story through data, and effectively summarize
• Actionable; must possess the ability to build and update complex, dynamic financial models and reporting templates
• Systems oriented with the ability to automate tasks
• Curious, driven, self-motivated, and in possession of a great attitude with a desire to learn
• Highly collaborative with excellent written and verbal communication skills
• Excellent organizational, project management, and decision making skills, including demonstrated ability to manage multiple projects in parallel with aggressive deadlines
• A bias to take thoughtful action seeking solutions to problems and roadblocks
• Demonstrated ability to roll-up sleeves and collaborate in a hands-on, early-stage environment.

Key Competencies:

Data Driven Growth/Optimization/Scale Mindset: Has an ability to both develop a strategy and lead the organization in its execution. Eager to take on new challenges with open-mindedness and a winning-mindset, while respecting team, peers, and leaders. Can think high and low. Possesses the intellectual horsepower/problem solving ability to lead the charge on tackling complex problems. Uses data/analytics to drive business decision-making and pushes the organization to build out and utilize BI/analytics capability.

Ownership and Mastery of Craft: Focused on outcomes. Able to deliver on commitments while installing the right amount of process to enable steady performance. Flexible in approach to deliver quality and brand excellence, in the face of high growth and unexpected twists and turns. A relentless execution expert with confidence in her/his expertise in core areas. Always learning, optimizing and improving.

Collaboration and Influencing: Will have the willingness and ability to work effectively at all levels of the organization. Facilitates connection and collaboration across the business. Brings the “playbook” to the table but has the flexibility and humbleness to adapt to business and stakeholder needs. Will contribute skill and experience with generosity and be willing to work with anyone to drive real business impact. Balances strong quantitative and analytical skills with the emotional intelligence needed to influence organizational outcomes.

Effective Communication Skills: High integrity, no-nonsense approach. Knows how to communicate through the brand voice and at all levels of the organization. Understands how to communicate through a decentralized organization. Quick and to the point. Welcomes radical candor from above and below. An active listener.

Innovation and Entrepreneurialism: Ability to thrive in a dynamic, fast-paced environment. Relentless focus on improvement and raising the bar. Is curious, agile, a self-starter and welcomes challenge as a conduit to improvement. Can be creative with resources and has a history of getting things done in complex environments.

If you're a strategic thinker with a passion for driving business growth through financial insights, we'd love to hear from you! Join our team as an FP&A Manager and play a key role in shaping our company's financial future.