Financial Planning and Analysis Manager

The FP&A Manager is responsible for leading financial planning, budgeting, forecasting, and financial analysis activities. The ideal candidate will provide strategic insights to help guide business decision-making, maintain financial health, and drive performance improvements. This position will collaborate with senior leadership, business partners, and other departments to analyze trends, monitor financial performance, and support the organization’s growth goals.

• Financial Planning & Budgeting: Oversee the business unit’s budgeting process, to ensure alignment with business objectives, preparing and reviewing detailed financial plans, and recommending adjustments as necessary.
• Forecasting: Lead monthly, quarterly, and annual forecasting processes to project future financial outcomes, assessing potential risks and opportunities.
• Financial Analysis: Partner with the business unit CFO in conducting in-depth financial analysis, including variance analysis, profitability analysis, and cost analysis, to provide insights into business performance and identify areas for improvement.
• Reporting: Prepare and present financial reports for business unit senior management summarizing key financial metrics and operational performance.
• Strategic Decision Support: Partner with leadership and departments to evaluate business initiatives, investments, and new opportunities by providing data-driven recommendations.
• Cash Flow Management: Monitor cash flow to ensure liquidity and recommend strategies to optimize working capital.
• KPIs & Metrics: Develop and maintain financial KPIs, dashboards, and other metrics to evaluate the health of the business.
• Process Improvement: Identify opportunities to streamline and automate financial processes to improve efficiency and data accuracy.
• Team Leadership: Manage and mentor FP&A analysts and support the development of their technical and analytical skills.
• Cross-Functional Collaboration: Collaborate with other teams, such as accounting, operations, sales, and marketing, to ensure alignment in financial planning and budgeting.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree or CPA preferred).
• 5+ years of experience in financial planning and analysis, with at least 2-3 years in a managerial role.
• Strong understanding of One Stream
• Strong proficiency in financial modeling, forecasting, and budgeting.
• Advanced knowledge of financial software and tools (Excel, ERP systems, Power BI, or similar reporting tools).
• Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights.
• Experience managing cross-functional teams and building relationships with senior leadership.
• Excellent communication and presentation skills, with the ability to present complex financial information to non-financial stakeholders.
• High attention to detail, accuracy, and a proactive approach to identifying issues and solutions.

• Experience with industry-specific financial tools or ERP systems (SAP, Net Suite, Adaptive Insights).
• Knowledge of GAAP (Generally Accepted Accounting Principles) and financial reporting standards.
• Familiarity with M&A processes, including financial due diligence and post-merger integration.