Manager, Financial Planning & Analysis (FP&A)

Who: A high-growth organization is seeking an experienced FP&A Manager to build and lead its financial planning processes while managing a team of two analysts.

What: Own annual budgeting, quarterly forecasting, financial variance analysis, and reporting while developing scalable processes that drive informed business decisions.

When: Immediate opportunity for a hands-on finance leader ready to take ownership of a growing FP&A function.

Where: Location to be confirmed.

Why: Join a growing organization where you can build financial planning processes from the ground up and directly influence strategic and operational decisions.

Office Environment: Fast-paced, collaborative, and growth-oriented environment with close interaction across Finance, Accounting, and business leadership.

Salary: Competitive compensation package; details to be discussed.

Position Overview

We are seeking a hands-on Manager, Financial Planning & Analysis (FP&A) to lead and transform the financial planning function for a rapidly growing organization.

This is a unique build-and-lead opportunity for someone who enjoys creating processes rather than simply maintaining existing ones. You will take ownership of the annual budgeting process, quarterly forecasting, monthly variance analysis, and recurring financial reporting while establishing the tools and processes needed to support continued growth.

Reporting directly to the Director of FP&A, you will manage two Financial Analysts and collaborate closely with Accounting, department leaders, and executive leadership to translate financial data into actionable business insights.

The ideal candidate has successfully managed budgeting and forecasting cycles end-to-end, possesses strong analytical and leadership skills, and thrives in an environment where they can drive meaningful improvements.

Key Responsibilities

Annual Budgeting & Financial Planning

• Own the end-to-end annual budgeting process, including timelines, templates, departmental guidance, and consolidation.

• Rebuild and standardize budgeting processes to improve accuracy, efficiency, and scalability.

• Partner with department leaders to develop realistic, well-supported budgets.

• Train business owners on budgeting best practices and ensure financial assumptions are documented.

• Consolidate departmental budgets into comprehensive company-wide financial plans for leadership approval.

Forecasting & Financial Analysis

• Lead quarterly and ad hoc forecasting cycles, incorporating actual performance, business inputs, and updated assumptions.

• Establish a repeatable forecasting process that supports proactive decision-making.

• Monitor key financial and operational drivers to identify emerging trends.

• Proactively communicate financial risks, opportunities, and recommended adjustments.

Month-End Close & Variance Analysis

• Partner with Accounting and Financial Reporting teams to support monthly close activities.

• Analyze budget-to-actual and forecast-to-actual variances across the income statement, balance sheet, and cash flow.

• Develop consistent variance-reporting processes aligned with monthly close timelines.

• Identify underlying performance drivers and translate findings into actionable recommendations.

Financial Reporting & Business Partnership

• Prepare and deliver recurring financial reporting packages, including budget-to-actual results, forecast comparisons, and KPI trends.

• Serve as a trusted financial partner to department leaders throughout the year.

• Develop executive-level commentary that clearly communicates the story behind financial results.

• Provide ad hoc financial analysis to support strategic and operational decisions.

• Help establish a culture of proactive financial partnership across the organization.

Team Leadership & Process Improvement

• Lead, mentor, and develop a team of two FP&A Analysts.

• Establish priorities, review analytical work, and support ongoing professional development.

• Foster a collaborative, accountable, and continuous-improvement-oriented team culture.

• Identify opportunities to automate financial processes and improve reporting capabilities.

• Leverage ERP and business intelligence platforms to create scalable financial planning and reporting solutions.

Qualifications

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.

• 5+ years of progressive experience in FP&A, financial analysis, budgeting, or related finance functions.

• Prior formal leadership experience, including managing and developing team members.

• Demonstrated ownership of an annual budgeting or forecasting cycle from start to finish.

• Proven ability to build, redesign, or significantly improve financial planning and reporting processes.

• Strong financial modeling, variance analysis, and financial statement interpretation skills.

• Experience supporting monthly or quarterly financial close activities.

• Advanced Microsoft Excel proficiency, including Pivot Tables, XLOOKUP/VLOOKUP, and SUMIFS.

• Experience working with ERP and business intelligence/reporting platforms.

• Strong communication skills with the ability to translate complex financial information into clear business recommendations.

• Ability to collaborate effectively with Accounting, department leaders, and executive stakeholders.

• Self-motivated, highly organized, and comfortable operating with significant ownership in a fast-paced environment.

Preferred Qualifications

• Combination of Accounting and FP&A experience.

• Experience with Sage Intacct, Domo, or comparable financial systems.

• Experience developing scalable budgeting and forecasting processes in a high-growth organization.

• Background implementing financial reporting automation or process improvements.

• Demonstrated success building and coaching high-performing finance teams.