Finance Manager, Financial Planning – Analysis

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee annual budgets, quarterly forecasts, monthly outlooks, and weekly performance analyses.

• Direct annual capital planning and manage capital requests through approval processes and forecast integration.

• Ensure ownership of forecast inputs and maintain model integrity across demand, fill rate, job mix, hours, bill rates, pay rates, spread, and impacts of new business.

• Monitor new business and identify growth opportunities in untapped markets.

• Evaluate daily and weekly activities to provide insights into early performance metrics.

• Develop seasonal assumptions and create dynamic scenario models for district outcomes, renewals, calendar variations, fill-rate fluctuations, and rate adjustments.

• Hold operational leaders accountable as engaged participants in planning processes.

• Collaborate with Record to Report and business teams to guarantee accurate and timely month-end results.

• Conduct analysis of volume, rate, calendar timing, one-time items, and structural trend variances.

• Establish Education KPIs and assess pay-to-bill relationships, rate-card compliance, margin leakage, and impacts of pay rates.

• Assist with pricing strategies, proposals, contract profitability, and investment decisions.

• Facilitate monthly operations reviews and monitor action plan follow-ups.

• Utilize AI tools for variance commentary, anomaly detection, forecasting assistance, and data preparation.

• Pilot specific AI use cases tailored for Education.

• Develop and sustain Power BI dashboards and automated reporting systems.

• Act as the lead for Education FP&A across TM1, Workday, and PeopleSoft, ensuring data integrity and accurate reporting.

• Standardize and document processes while collaborating with Finance Transformation and IT on system initiatives.

• Work alongside the Education Strategic Finance Business Partner, BU President, and leadership team on planning, executive and board materials, and decision support.

• Lead finance analysts, nurture talent, manage workload, and identify capacity risks.

• Partner with Finance Transformation, the Growth Office, and other finance teams within business units.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• 7–9 years of progressive experience in FP&A or finance, including responsibility for planning and forecasting cycles.

• Advanced skills in financial modeling and analysis, including driver-based forecasting for volume- and rate-driven enterprises.

• Proficiency in forecasting and analyzing seasonal or calendar-driven businesses.

• Practical experience with TM1 or a similar enterprise planning platform.

• Experience in creating dashboards or automated reports using Power BI.

• Demonstrated practical application of AI tools within financial workflows.

• Strong accounting knowledge, including accruals, reconciliations, and month-end close processes.

• Experience in supporting contract-based or rate-card pricing frameworks, including pay/bill and margin assessments.

• Familiarity with financial controls and standards for data integrity.

• Background in a matrixed organization, collaborating with business leadership.

• Excellent communication skills for conveying financial concepts to non-financial audiences.

• Experience in change management.

• An MBA or CPA is a plus.

• Preferred experience with Workday Financial Management and PeopleSoft.

• Background in staffing, workforce solutions, or professional services is desirable.

• Experience in pricing or contract profitability analysis is preferred.

🏝️ Benefits

• Comprehensive total compensation package including applicable benefits for the role.

• Benefits designed to support total well-being.

• Opportunities for professional and personal growth in expertise and capabilities.

• An inclusive, caring, and collaborative workplace environment.