FINANCIAL PLANNING & ANALYSIS (FP&A) MANAGER

ABOUT THE POSITION

We are seeking a highly motivated and analytical Manager of Financial Planning and Analysis (FP&A) with 5–7-year experience in financial

Analysis, budgeting, forecasting and strategic planning. This individual will play a critical role in providing actionable financial insight to support strategic decision-making, drive operational efficiency and contribute to the organization’s long-term growth. This person will be reporting directly to the CFO

RESPONSIBILITIES AND DUTIES

Financial Planning and Analysis

• Lead the preparation, consolidation and review of the annual budget, monthly forecast and long-range financial plans

• Analyze actual performance against budget and forecast, identifying variances and explaining key business drivers

• Develop, maintain and optimize complex financial models to support business planning, scenario analysis and investment decisions

• Conduct ad-hoc financial analysis and strategic modeling for various departments and leadership teams

• Translate financial data into clear, actionable insights for executive stakeholders

Reporting and Performance Monitoring

• Deliver concise, data-driven financial reports and dashboards to senior leadership

• Support the preparation of internal and external financial reporting packages, including quarterly board materials and annual planning

documents

• Track and report on key performance indicators (KPIs) across departments, providing recommendations for improvement

• Continuously improve reporting accuracy, frequency, and effectiveness using tools and automation

Business Partnering and Strategic Support

• Collaborate with business unit leaders to provide financial insights that guide operational and strategic decisions

• Identify cost-saving opportunities and efficiencies across the organization

• Act as a strategic thought partner to cross-functional leaders to ensure alignment with company goals

• Provide financial leadership on strategic initiatives, M&A analysis, or capital investment projects when required

Process Optimization and Systems

• Continuously improve FP&A processes, systems, and procedures to enhance efficiency and scalability

• Support system upgrades and implementations, ensuring alignment between financial models, reporting tools, and ERP systems

• Promote best practices in forecasting, budgeting, and financial governance

QUALIFICATIONS AND EXPERIENCE

Education and Background

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• MBA or CPA preferred but not required

Experience

• 5–7 years of progressive experience in financial planning & analysis, corporate finance, or business analysis

• Demonstrated ability to lead budgeting and forecasting cycles, analyze financial data, and partner with business leaders

Technical Expertise

• Advanced Microsoft Excel skills, including financial modelling and scenario analysis

• Experience with financial planning and reporting tools (e.g., PowerBI, TM1, Adaptive Insights)

• Proficiency in SQL for data extraction and analysis

• Experience with ERP systems, ideally NetSuite

Soft Skills

• Strong analytical and problem-solving capabilities

• Excellent communication and presentation skills with the ability to translate data into actionable insights

• Ability to manage multiple priorities in a fast-paced, cross-functional environment

• High attention to detail, accuracy, and accountability

• Strategic mindset with a collaborative and business-partnering approach