Manager, Financial Planning & Analysis

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

📋 Description

• Spearhead the development of the annual budget and quarterly forecasting processes.

• Collaborate closely with business leaders to estimate revenue and expenses.

• Develop pro forma financial models that project business performance and financial outcomes.

• Mentor, coach, and nurture a team of 2 to 4 analysts.

• Oversee Workday Adaptive Planning models and pinpoint opportunities for automation.

• Monitor and evaluate actual performance against budget and forecast estimates.

• Provide financial variance analysis that clarifies performance drivers and root causes.

• Offer guidance on ROI and financial decisions related to initiatives, clients, and business opportunities.

• Prepare presentations for executives, the Board, and investor materials.

• Support capital planning, scenario analysis, and M&A activities.

• Define and track KPIs in collaboration with the Strategy and Analytics teams.

• Collaborate with the Accounting team during month-end close and audit processes.

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

• Document workflows, data sources, and definitions clearly.

• Work autonomously and manage non-routine situations effectively.

• Report directly to the AVP of FP&A.

• Travel on a quarterly basis.

⛳️ Requirements

• BA/BS degree required.

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

• Exceptional financial modeling, quantitative, and analytical abilities.

• Proven experience in developing direct reports and cultivating a collaborative team environment.

• At least 1 year of experience with Adaptive Planning.

• Excellent communication skills, particularly in narrative storytelling and presentation.

• Experience or comfort in presenting to senior leaders and executives.

• Understanding of US GAAP and the ability to explain differences between GAAP and cash financials.

• Proficiency in Excel and strong skills in PowerPoint.

• Basic knowledge of SQL or data visualization is advantageous.

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

• Demonstrated advanced use of AI and team management utilizing AI for process and technological enhancements.

• Must reside and be authorized to work in the United States.

• Willingness and ability to travel and work onsite at client, temporary, or corporate office locations as business needs arise.

🏝️ Benefits

• Bonus incentives.

• Paid certifications.

• Tuition reimbursement.

• Comprehensive benefits package including healthcare, paid time off, retirement plans, and well-being programs.

• Opportunities for professional development.

• Quarterly and annual incentive programs.

• Career advancement opportunities.

• Remote work options.

• Flexibility in work-life balance.