Senior Manager Financial Planning Analysis
Listed on 2026-01-22
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Finance & Banking
Financial Manager, Corporate Finance, Financial Consultant -
Management
Financial Manager
Insight Global is seeking a highly driven Senior Manager of Financial Planning & Analysis (FP&A) to play a pivotal role in shaping our financial strategy, planning processes, and operational decision‑making. This leader will partner cross‑functionally, primarily with the Chief Revenue Officer (CRO)’s Sales and Sales Leadership organization, to drive forecasting excellence, provide actionable insights, and support senior leadership in achieving strategic objectives.
This role is ideal for a finance leader who thrives in a fast‑paced environment, enjoys building and optimizing processes, and can influence decisions through data‑driven storytelling. This is a highly visible role to Finance and Business executive leadership. This position will report directly to the Senior Director of FP&A.
- Lead the monthly, quarterly, and annual budgeting and forecasting processes for operating and non‑operating expenses.
- Deliver executive‑ready financial reporting, variance analysis, KPI tracking, and insights that highlight performance drivers and guide decision‑making.
- Identify risks, opportunities, and key drivers impacting financial performance.
- Own enterprise people planning, partnering with HR and Talent Acquisition to forecast headcount, model workforce capacity, evaluate hiring strategies, and assess financial implications of talent decisions.
- Build and maintain integrated financial and workforce models.
- Partner cross‑functionally to evaluate business cases, perform ROI analyses, support investment decisions, and influence strategic initiatives.
- Enhance FP&A processes, tools, and planning systems to drive accuracy, automation, and scalable reporting.
- Lead, coach, and develop across Finance teams, fostering strong analytical skills, collaboration, and continuous improvement.
- Assist with taking immature processes and adding structure, including process documentation.
- Support ad‑hoc analyses for strategic initiatives as requested.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 8+ years of progressive FP&A or corporate finance experience.
- Strong financial modeling, forecasting, and business analysis skills.
- Proven ability to influence senior stakeholders and communicate complex concepts clearly.
- Advanced Excel and financial modeling proficiency; experience with planning tools (e.g., Oracle, Adaptive Insights, Anaplan).
- Demonstrated experience leading or mentoring teams.
- Detail‑oriented, flexible, and organized with the ability to handle confidential information with discretion.
- Self‑starter with ability to work independently, with limited direction, and collaborate within broader Finance team setting.
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