Financial Planning & Analysis Manager

Synopsis of the Role

As a Financial Planning & Analysis Manager, you will serve as a strategic architect of our financial future. You are not just a "numbers person"; you are an analytical storyteller who takes full end-to-end P&L accountability. You will work closely with various business units to prepare annual budgets, monthly forecasts and monthly reporting to the business and management.  You will analyze  business & project results and trends and often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making.

What You’ll do

• Drive End-to-End Financial Planning: Architect and manage the end-to-end budgeting and forecasting process.  You own the process from data gathering to final consolidation that facilitates driver-based forecasting.

• Revenue & Volume Analysis: Utilize Salesforce to perform deep-dive analysis on diverse revenue streams, tracking daily volumes and reporting on performance by product and client.

• Digital Dashboarding & BI: Maintain and evolve a suite of dashboards using Tableau, Hyperion, and Power BI to provide real-time insights to business and corporate finance stakeholders.

• Strategic Commentary: Partner with business leaders to finalize month-end results, translating functional activity into insightful commentary that drives action.

• Operational Excellence: Continuously hunt for efficiencies by automating financial processes and leveraging cutting-edge BI and AI tools.

• Ad-Hoc Strategic Modeling: Conduct deep-dive financial analysis, build business cases for new initiatives, and utilize statistical or economic models for advanced forecasting.

What Experience You Need

• Education: Bachelor’s degree in Finance, Accounting, or a related field. While a CPA designation is an asset, we value equivalent high-level corporate experience 

• Experience: 5+ years of FP&A experience within a mid to large size organization Analytical Rigor: Proficiency in financial modeling, forecasting, and budgeting with a good understanding of US GAAP.

• The Tech Stack: You have the passion for technology with advanced Excel skills and hands-on experience in Oracle Hyperion/Essbase, Tableau, and Salesforce.

• Communication Mastery: Ability to interface with senior leadership, possessing the "soft skills" to explain technical financial variances to non-financial partners.

What Could Set You Apart

• Predictive Expertise: Experience in forecasting using statistical or economic models to navigate market volatility.

• Innovation Mindset: A strong interest in technology and the application of AI solutions to refine forecasting and enhance business modeling

• Attributes: Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt.

This is an existing Position

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