Financial Planning and Analysis Manager

Who are we? An Introduction

We’re looking for a driven, mid-level FP&A professional to join our Finance team in Tampa, reporting directly to the CFO. In this role, you’ll play a key part in shaping the company’s financial direction—supporting budgeting, forecasting, performance reporting, and strategic analysis across the business.

The ideal candidate is naturally curious and analytical, comfortable working with large and complex datasets, and excited to turn numbers into clear insights that influence real decisions. If you enjoy partnering with leaders, improving how teams measure performance, and helping guide strategy through data, this is a great opportunity to make a meaningful impact.

This is an onsite opportunity in our Tampa, FL office. You must be able to work onsite.

Bill
360 is unable to support requirements for remote work in the following states:

• Support the development of annual budgets, quarterly forecasts, and long-range planning models
• Maintain and enhance financial models for revenue, expenses, and key business drivers
• Partner with department leaders to understand assumptions, trends, and risks

• Prepare monthly management reporting packages, including variance analysis vs. budget/forecast/prior periods
• Analyze financial and operational KPIs to identify trends, opportunities, and areas of concern
• Deliver clear summaries and recommendations for leadership review
• Build and maintain detailed models to evaluate business performance, ROI, and scenario outcomes
• Conduct ad hoc analysis to support strategic initiatives and operational decision-making
• Assist with pricing, margin, headcount, and unit economics analysis as needed

• Collaborate with Accounting to ensure alignment between actuals, accruals, and reporting
• Work with business partners to improve forecasting accuracy and performance tracking
• Support process improvements to streamline reporting and planning cycles
• Handle other assignments from leadership

• Analytical mindset and structured problem-solving
• Strong business judgment and curiosity
• Ownership mentality and ability to work independently
• Ability to simplify complex information into actionable insights
• Strong collaboration skills and professional communication

(Required Minimum Knowledge, Skills & Abilities)

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3–6 years of experience in FP&A, corporate finance, investment banking, consulting, or similar
• Strong Excel skills (financial modeling, pivot tables, lookups; Power Query a plus)
• Ability to communicate findings clearly to both finance and non-finance stakeholders
• Strong attention to detail and ability to manage multiple deadlines

• Experience with BI tools (Power BI, Tableau, Looker)
• Experience with financial planning tools (Adaptive, Anaplan, Planful, etc.)
• Familiarity with SQL or data querying is a plus
• Prior experience in a high-growth or fast-paced environment
• MBA, CFA, or CPA is a plus (not required)