Financial Planning & Analysis Manager

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

📋 Description

• Oversee the development of the annual budget and quarterly forecasts; collaborate with business leaders to shape revenue and expense predictions and produce pro forma financial models that effectively project business performance and financial outcomes.

• Mentor, coach, and nurture a team of 2 to 4 analysts, promoting a culture of continuous learning, professional advancement, and a strong sense of teamwork.

• Manage our Workday Adaptive Planning instance for all planning models; identify further opportunities to utilize the system for automating and simplifying planning processes.

• Monitor and analyze actuals against budget and forecast estimates.

• Provide insightful financial variance commentary that extends beyond mere numbers, clearly explaining the underlying factors and root causes of performance discrepancies to assist leadership in understanding the “why” and guiding strategic actions.

• Counsel on ROI and other decision-making related to new initiatives, new clients, and various business opportunities, employing sound judgment and comprehensive financial analysis.

• Support the preparation of executive and Board presentations, along with materials for investors.

• Assist with capital planning, scenario planning, and M&A as necessary.

• Collaborate closely with Strategy and Analytics teams to define and track KPIs that measure business outcomes against expectations.

• Work in partnership with Accounting to deliver month-end close tasks and provide audit support as needed.

• Analyze strategic challenges and dissect data and information to deliver financial insights and recommendations.

• Document operational processes, including data sources and definitions.

• Operate independently and frequently manage non-routine situations as they occur.

⛳️ Requirements

• BA/BS degree.

• 4+ years of experience in consulting, finance, or FP&A at either a high-growth company or a large, established organization.

• Exceptional financial modeling, quantitative, and analytical abilities; proficient in developing scalable models.

• Capability to cultivate direct reports and promote a collaborative and engaged team atmosphere.

• 1+ years of experience using Adaptive Planning.

• Outstanding communication and narrative storytelling/presentation skills.

• Proven experience or comfort in presenting to senior leaders and/or executives; readiness to share opinions proactively.

• A collaborative mindset and a self-starter approach.

• Familiarity with US GAAP; ability to convey distinctions between GAAP and cash financials.

• Proficiency in Excel and strong PowerPoint skills; basic knowledge of SQL or data visualization is a plus.

• Comfort with AI and experience in creating agents in tools like Copilot Studio.

• Demonstrated advanced utilization of AI and team management using AI to enhance processes and technological advancements, including the exploration, experimentation, and application of AI.

🏝️ Benefits

• Bonus Incentives.

• Paid Certifications.

• Tuition Reimbursement.

• Comprehensive Benefits.

• Career Advancement.