What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Primary Services?
Join a Fortune 250 company that serves over 3 million customers as the #1 retail energy provider in North America. Take on a leadership role in financial planning and analysis, contributing to key business decisions and supporting senior management in shaping the company’s future.
Primary Services is excited to announce the role of Financial Planning and Analysis Manager for a prestigious energy company. This position offers a unique opportunity to oversee corporate management reporting, consolidate budgets, and provide essential forecasting insights. Working closely with senior leadership, you will help drive financial strategy and deliver high-impact analyses to support company-wide initiatives.
Responsibilities:
- Manage corporate management reporting and provide high-level analysis of consolidated company results.
- Oversee monthly performance analysis, annual budgeting, and long-term financial planning.
- Support end users of the company’s reporting tools by creating reports, updating data, and troubleshooting issues.
- Deliver timely and accurate financial reports to executive and senior management.
- Develop ad hoc reports to meet strategic and operational needs.
- Assist regional financial staff with variance analysis, forecasting, and reporting.
- Mentor and train team members to enhance skills within the corporate function.
- Coordinate the preparation and review of monthly forecasts, budgets, and long-term plans.
- Organize budget input training, draft materials, and coordinate presentations for senior leadership.
- Draft Board Budget presentations in collaboration with FP&A leadership.
- Perform strategic and financial analysis on special projects for executive and senior management.
- Serve as a liaison between business units and corporate disciplines to support cross-functional collaboration.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field required.
- Minimum 5 years of experience in financial planning and analysis, corporate reporting, or related roles.
- Expertise in managing consolidated P&L, budgeting, and forecasting processes.
- Proficiency with financial reporting tools and systems, including data analysis and report generation.
- Strong understanding of variance analysis, long-term planning, and corporate cash flow.
- Excellent communication skills, with the ability to present complex financial data to senior management.
- Proven ability to lead, mentor, and develop team members.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
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Salary : $70 - $79
