Manager of FP&A

Who are you? 

You are an ambitious, detail oriented team member who finds joy in making meaningful connections with people. You have a true passion for creating memorable experiences for people. You see beyond the surface of interactions and recognize that every person has a story and the idea of being a part of that is exciting! You enjoy working hard and celebrating hard. You love the opportunity to exceed expectations- and be rewarded for your contribution to the company! 

Job Summary 

At CADY, our Finance team is building a best-in-class FP&A function that turns financial data into clear, actionable insight for leadership that ultimately drives better commercial and operational decisions. As the Manager, Financial Planning & Analysis (“FP&A”), you will own the core FP&A engine for the business — annual budgeting, quarterly (or as-needed) forecasting, close-cycle variance analysis, and ongoing reporting and support to business owners throughout the year.

This is a build-and-lead role. Many of these processes need to be rebuilt from the ground up, and we’re looking for someone who can walk in, quickly assess what exists today, and design the budgeting, forecasting, and variance- reporting processes CADY needs to scale. You will lead a team of two Analysts and report directly to the Director

of FP&A, partnering closely with Accounting and business leaders across the company to make sure budgets and forecasts are grounded in reality and that business owners have the insight they need to make good decisions.

The ideal candidate has run a budgeting and forecasting cycle end-to-end, is energized by building (not just

maintaining) process, and enjoys coaching a small team while staying hands-on with the analysis. You thrive in a

fast-paced, high-growth environment and want real ownership over how FP&A operates.

Responsibilities 

Annual Budgeting

• Own the end-to-end annual budgeting process — timeline, templates, guidance, and consolidation — partnering with business owners and department leaders to build accurate, well-supported budgets.
• Rebuild and standardize the budgeting process and tools to make the annual cycle more efficient, accurate, and scalable as CADY grows.
• Train and support business owners in preparing their own budgets, ensuring assumptions are documented and defensible.
• Consolidate departmental and entity-level budgets into a company-wide budget for leadership review and approval.

Forecasting

• Lead quarterly (and as-needed) forecast updates, incorporating actuals, business owner input, and updated assumptions.
• Build a repeatable, lightweight forecasting process and cadence that business owners and leadership can rely on throughout the year.
• Monitor key business drivers and proactively flag emerging trends that should inform forecast revisions.

Close Support & Variance Analysis

• Partnering with the Manager of Financial reporting, play a key role in monthly variance analysis as part of the close process, partnering with Accounting to understand actuals and explain budget/forecast variances across the income statement, balance sheet, and cash flow.
• Build a consistent, scalable variance-analysis process and reporting cadence tied to the monthly close calendar.
• Identify variance drivers, flag risks and opportunities, and recommend action items for business owners and leadership.

Reporting & Business Owner Support

• Own delivery of recurring financial reporting packages to business owners — budget-to-actual, forecast-to-actual, and KPI trends — in a format that is clear and actionable.
• Serve as the go-to FP&A partner for business owners throughout the year, answering questions on their budget/forecast performance and helping them plan ahead; develop a culture on the FP&A team of “living in the business”
• Prepare leadership-ready commentary that explains the story behind the numbers, not just the numbers themselves.
• Provide ad hoc analysis and reporting to support leadership decision-making as needs arise.

Team Leadership & Process Improvement

• Manage and develop two FP&A Analysts — setting priorities, reviewing work, and building their skills in budgeting, forecasting, and variance analysis.
• Foster a culture of accountability, collaboration, continuous improvement, and professional development within the team.
• Drive process improvement and automation within Sage Intacct, Domo, and other financial and reporting systems to increase efficiency and scalability.

Job Requirements (Qualifications, Skills, & Education) 

• Bachelor's degree in Accounting, Finance, or a related field (required).
• 5+ years of progressive experience in FP&A, budgeting, or financial analysis, with hands-on ownership of a budgeting and/or forecasting cycle. Accounting experience mixed with FP&A experience is highly desired.
• Prior formal leadership experience required.
• Demonstrated ability to build or significantly improve a budgeting, forecasting, or variance-reporting process, rather than simply maintain an existing one.
• Strong variance-analysis skills, with the ability to identify drivers and translate them into clear, actionable narrative.
• Experience supporting a monthly or quarterly close process from an FP&A perspective.
• Experience with ERP and BI/reporting tools (Sage Intacct, Domo, or comparable) and advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP (or VLOOKUP), and SUMIFS.
• Strong analytical and problem-solving abilities with a continuous improvement mindset.
• Excellent written and verbal communication skills, with the ability to turn numbers into a story business owners and leadership can act on.
• Comfortable partnering cross-functionally with both business owners and the Accounting team.
• Self-motivated and comfortable operating with high ownership in a fast-paced, high-growth environment where a lot needs to be built from scratch.

Physical Requirements and Work Environment 

• Extended periods of viewing computer screens
• Moderate noise and other potential sensory stimulants (business office with computers, phone, printers, music, and light foot traffic)
• Able to sit and work at a computer for extended periods of time
• Able to occasionally stand, walk, bend, or reach within an office environment
• Able to lift and move items up to 15 lbs., such as files, office supplies, or equipment

Benefits and Perks

• Health, Vision & Dental Benefits
• 401(k) Retirement Plan with Matching
• Parental Leave
• Paid Holidays
• Paid Time Off
• Eligible for CADY's annual bonus program
• Annual family portrait "Hero" Session
• A beautifully designed Innovation Center
• Pet friendly environment
• Office cafe with snacks and beverages
• Career progression, our highest priority is to promote from within