Financial Planning and Analysis Manager

Purpose of the Job:

The FP&A Manager is responsible for leading the financial planning, forecasting, budgeting, and analytical activities that support strategic decision-making across the organization.

Principal Responsibilities / Accountabilities:

Financial Planning & Forecasting Lead

• The annual budgeting and quarterly forecasting processes, ensuring accuracy, consistency, and alignment with organizational goals.
• Develop financial models to assess business performance, evaluate scenarios, and support strategic initiatives.
• Monitor financial results against plans and forecasts, highlighting variances and recommending corrective actions.

Reporting & Analysis

• Prepare monthly/quarterly financial reports, dashboards, and presentations for executive leadership.
• Analyze business trends, KPIs, margin drivers, and operational metrics to inform decision-making.
• Provide insight into revenue, cost, and profitability performance across products, services, or business units.

Strategic Business Support

• Partner with functional leaders (Operations, Sales, Marketing, HR, etc.) to develop financial strategies and support key business decisions.
• Evaluate capital investments, pricing changes, product launches, and cost-saving initiatives through financial modeling.
• Support long-range planning and scenario analysis for growth and sustainability.

Process Improvement & Systems Management

• Enhance forecasting accuracy and reporting quality through process improvements and automation.
• Maintain and optimize financial planning tools (ERP, BI dashboards, planning software).
• Implement best practices in financial analysis, modeling, and data integrity.
• Leadership & Team Management
• Supervise, mentor, and develop analysts or finance staff (if applicable).
• Foster a culture of continuous improvement, collaboration, and analytical excellence.

Qualifications / Experience

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5 – 8+ years of progressive financial analysis or FP&A experience.
• Prior experience in corporate FP&A, business partnering, or management-level reporting required.

Skills & Competencies

• Strong financial modeling and analytical skills.
• Advanced proficiency in Excel; knowledge of forecasting tools and BI systems.
• Excellent communication skills with the ability to translate financial insights into actionable recommendations.
• Strong business acumen, strategic thinking, and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Leadership skills with experience managing or mentoring junior staff (preferred).