Financial Planning & Analysis Manager – FP&A

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

📋 Description

• Lead activities related to financial planning, forecasting, and reporting that focus on sales performance and revenue growth.

• Take ownership of revenue forecasts and critical performance metrics.

• Assist in the monthly, quarterly, and annual forecasting and budgeting processes.

• Conduct performance variance analyses and provide explanations for financial results.

• Develop business cases and financial models for strategic initiatives and investment opportunities.

• Present executive-level reports and presentations that include clear recommendations.

• Evaluate business performance while pinpointing opportunities to enhance profitability and financial results.

• Review decentralized data sources and select appropriate datasets for analysis and reporting purposes.

• Collaborate with business stakeholders and data teams to enhance data governance, ensure reporting accuracy, and optimize data warehouse usage.

• Identify and implement process enhancements to minimize manual efforts and boost reporting efficiency.

• Automate reporting processes to lessen dependency on manual Excel-based methods.

• Utilize AI and advanced analytics tools to refine forecasting, reporting, and decision-making processes.

• Work in partnership with Finance, Accounting, Sales, Operations, and Technology teams.

• Offer data-driven recommendations to business leaders.

• Undertake additional tasks as assigned.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or a related field.

• 4–7 years of experience in FP&A, financial consulting, management consulting, business analytics, corporate finance, or similar analytical roles.

• Proficient financial modeling, forecasting, and analytical capabilities.

• Advanced Excel skills with experience handling large datasets.

• Proven experience in communicating findings and recommendations to business leaders.

• Strong business insight with the ability to link financial results to operational performance.

• Experience in managing multiple projects and priorities in a dynamic environment.

• Must possess authorization to work in the US.

• Preferred: experience in the financial services industry.

• Preferred: familiarity with data warehouses, reporting databases, or enterprise data environments.

• Preferred: knowledge of AI-enabled tools and technologies for enhancing analytics and reporting processes.

• An MBA, CFA, or related advanced certification is a plus.

🏝️ Benefits

• Competitive salary.

• Medical, dental, vision, life, and disability benefits.

• 401(k) plan with company matching.

• Health Savings Account (HSA) with company contributions.

• Generous paid time off for parental leave, vacations, and holidays.

• Support for certifications, association memberships, and professional development opportunities.

• A collaborative and inclusive company culture.

• Happy hours and social events.

• Employee-led committees.

• Opportunities for volunteering.