Financial Planning & Analysis Manager

Overview

The Financial Planning & Analysis Manager leads the organization’s budgeting, forecasting, and long-range planning processes and provides forward-looking financial insights to support strategic decision-making. This role partners closely with senior leaders to translate business goals into financial models, identify risks and opportunities, and guide investment and resource decisions.

Scope of the Role

• Lead end-to-end budgeting, forecasting, and long-range planning processes and ensure leadership has timely, accurate, and meaningful financial information to support decision-making.
• Own the development and maintenance of financial models, planning assumptions, and performance dashboards to reflect current realities and future scenarios.
• Translate business goals and operational plans into financial models; identify risks, opportunities, and emerging trends that may impact the business.
• Partner with department leaders across the organization to support planning, forecasting, and ongoing performance discussions; explain complex financial information in a practical and approachable way.
• Regularly review financial results, explain variances between actuals, budgets, and forecasts, and provide context around drivers of performance.
• Lead and develop a team, setting priorities, assigning work, reviewing analyses for accuracy, and ensuring timely delivery.
• Collaborate with Accounting to align forecasts with actual results and ensure consistency in assumptions, data sources, and methodologies across planning and reporting cycles.
• Support efficiency initiatives and cost management efforts with Operations and other functional teams as appropriate.
• Drive improvements to forecasting models, reporting dashboards, and planning systems; enhance data quality and financial controls related to planning and analysis.
• Impact the organization’s ability to plan effectively, manage costs, and inform hiring, budget allocations, investment priorities, and long-term growth strategies.

Financial Planning & Forecasting

• Own the annual budget, reforecasting, and long-range planning processes.
• Develop and maintain financial models and planning assumptions.
• Ensure forecasts reflect current business priorities and expected outcomes.
• Monitor performance against plan and update forecasts as needed.

Financial Analysis & Insights

• Fine-tune customer LTV, CAC and NPV models.
• Analyze financial results and explain key drivers, trends, and variances.
• Provide scenario and “what-if” analysis to support decision-making.
• Identify financial risks and opportunities and communicate them proactively.
• Turn complex data into clear, actionable insights for leadership.

Business Partnership

• Partner with department leaders to support planning, budgeting, and performance discussions.
• Advise leaders on the financial impact of business decisions and initiatives.
• Support headcount planning, operating expense management, and strategic projects.
• Collaborate with Accounting to ensure alignment between forecasts and actuals.

People Leadership & Team Development

• Lead, coach, and develop a team of FP&A analysts.
• Set priorities, delegate work, and manage timelines and deliverables.
• Review team analyses for accuracy, consistency, and quality.
• Support performance management, feedback, and professional development.

Process, Systems & Continuous Improvement

• Improve forecasting accuracy and reporting efficiency.
• Enhance financial planning, reporting tools, and dashboards.
• Ensure data integrity and consistency across reports and models.
• Identify and implement process improvements to support business growth.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (Required)
• 5–8+ years of experience in financial planning and analysis, finance, or analytical roles (Required)
• Prior experience leading, mentoring, or managing others (Required)
• Strong knowledge of budgeting, forecasting, and financial modeling (Required)
• Solid understanding of financial statements and key business drivers (Required)
• Advanced Excel skills and experience building financial models (Required)
• Experience with FP&A, reporting, or…