Manager Financial Planning and Analysis

Job Summary

The Manager of Financial Planning & Analysis (FP&A) leads core financial planning, budgeting, forecasting, and analytical activities while managing and developing FP&A analysts. This role serves as a key finance business partner to Branch, Corporate, Demand Generation, and Functional leaders by translating complex financial and operational data into actionable insights. The Manager of FP&A owns critical FP&A processes, ensures analytical rigor and consistency, and supports strategic decision making, while escalating enterprise level strategy, policy setting, and long range planning decisions to Finance Leadership.

Responsibilities

Essential functions

• Leads the quarterly forecasting process, coordinating timelines, assumptions, and submissions across departments and branches. 
• Develops multi year financial plans aligned with organizational strategy and operating objectives. 
• Prepares and presents quarterly forecasts for senior finance leadership, highlighting risks and opportunities. 
• Oversees the organizations annual valuation process and sustainability study.
• Monitors forecast performance, identifying trends, variances, and key drivers impacting results. 
• Oversees analysis of actual versus forecasted results, ensuring clear variance explanations and business focused insights. 
• Actively reviews, validates, and guides management reporting to support leadership decision making including, but not limited to, Dashboards & Reports in FP&A’s planning software, Power BI reports generated by our BI team, and any manual or automated reports generated by the FP&A team.
• Performs financial modeling, scenario analysis, and sensitivity analysis to evaluate strategic initiatives, investments, pricing actions, and cost reduction opportunities. 
• Analyzes profitability by customer, region, or core market and recommend actions to improve profitability. 
• Acts as a primary FP&A business partner to assigned department and operational leaders, providing financial guidance and insight.
• Collaborates cross functionally to identify financial risks and opportunities and support strategic initiatives. 
• Supports senior finance leadership with ad hoc analysis, strategic projects, and executive level presentations. 
• Owns and continuously improves FP&A processes, models, templates, and reporting standards to ensure accuracy, consistency, and efficiency.
• Leverages FP&A planning and reporting systems to automate reporting and improve analytical capabilities.
• Gathers, manages, and analyzes data from internal and external sources, ensuring data integrity and actionable insights. 
• Identifies and implements best practices in financial planning, forecasting, and analytical methodologies. 
• Leads, coaches, and develops FP&A analysts, including work prioritization, review, and performance feedback. 
• Delegates analytical and reporting responsibilities while maintaining accountability for quality and timeliness of deliverables. 

Non-essential functions

• Supports system upgrades, implementations, or testing related to FP&A planning, reporting, or financial systems.
• Participates in cross-functional committees or internal initiatives related to process improvement, technology adoption, or data governance.
• Provides training or guidance to non-finance stakeholders on financial reports, dashboards, and budgeting tools.
• Assists with onboarding and mentoring new finance team members outside of direct reporting relationships.
• Represents the FP&A function in internal meetings, workshops, or projects as needed.
• Other duties as assigned by supervisor or designate.

Qualifications

• Bachelor’s degree in accounting or finance required. 
• MBA or advanced degree preferred.
• CPA, FPAC, or similar professional certification preferred.
• 7+ years of progressive experience in financial planning, analysis, or related finance roles. 
• Advanced proficiency in financial modeling, forecasting, and analytical tools; strong Excel and presentation skills required; working knowledge of financial systems, preferably SAP.
• High level of integrity, professionalism, and confidentiality. 

Skills and Abilities

• Strong analytical and critical thinking skills with the ability to translate data into business insight.
• Effective communicator capable of influencing across multiple organizational levels. 
• High level of integrity, professionalism, and confidentiality. 

Physical Requirements

Frequency at which you would carry/lift in a typical day:
Occasionally 0 – 33% Frequently 34 – 66% Continuously: 67 – 100%

• Lift from Waist:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Lift from Floor:
  • < than 10 lbs. - Frequently
  • 10 to 25 lbs. - Frequently
  • 26 to 50 lbs. - Occasionally
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Carried for Distance:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all

Physical Activity

Frequency at which you would do the following in a typical day:

• Sitting (a continuous period of being seated) - Continuously
• Standing (for sustained periods of time) - Frequently
• Walking (moving about on foot to accomplish tasks) - Frequently
• Bending/stooping (downward and forward) - Occasionally
• Crawling (moving about on hands and knees or hands and feet) - Not at all
• Climbing/Walking Stairs (ascending or descending) - Frequently
• Reaching (extending arms in any direction) - Frequently
• Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally
• Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally
• Balancing (maintaining body equilibrium to prevent falling) - Occasionally
• Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously
• Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally
• Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally
• Grasping (Applying pressure to an object with the fingers and palm) - Continuously
• Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously
• Talking (expressing or exchanging ideas by means of the spoken word) - Frequently
• Driving (the control and operation of a motor vehicle) - Occasionally
• Desk work (work usually performed at a desk) - Continuously
• Use of a computer - Continuously
• Use of a telephone - Frequently
• Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously
• Exposure (to adverse weather & temperature conditions) - Not at all
• Travel (travel needed to perform job duties) - Frequently

Additional Information

This job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer’s discretion. Employees must be able to perform the essential job duties and satisfy job requirements either with or without a reasonable accommodation.