Financial Planning and Analysis Manager

This is a remote position.

Position Summary:

The Manager, Financial Planning and Analysis assists and performs financial reporting, partnering with the CFO , Executives, and other Finance team members to drive company growth. Responsibilities include preparing monthly financial reports and forecasts, leading annual budgeting and KPI analysis, and supporting corporate development and ad-hoc modeling.

Education And Experience:

·        Required:

o   Bachelor’s degree in finance or accounting

o   Minimum of 7 years of experience in investment banking, private company FP&A, or Private Equity

o   Advanced technical modeling and presentation skills (Excel and PowerPoint)

·        Preferred:

o   MBA or CPA certification

o   Experience in a multiple-entity operating structure ($50M–$150M revenue)

o   Experience implementing a Business Intelligence/Reporting tool

o   Working knowledge of mid-scale ERP systems and Salesforce

O   M&A Experience

Duties And Responsibilities:

• Partner with leadership to provide financial insights, track budget variances, and mitigate potential overruns.
• Source and validate financial data from ERP, CRM (Salesforce), and other tools for analysis.
• Prepare cash flow projections, understanding order-to-cash and procure-to-pay cycles.
• Manage covenant compliance and borrowing base reporting on debt facilities.
• Work with business leaders and the Controller to ensure accurate expense allocation and variance analysis.
• Collaborate with accounting, consultants, and auditors on complex transactions and special analyses.
• Assist Executives in modeling new products, market strategies, and macroeconomic risks.
• Provide FP&A support for key business initiatives, including margin analysis, project costing, and restructuring.
• Proficient in Microsoft Office Suite, Microsoft Teams, or similar software, with the ability to learn new tools.
• Performs other duties as assigned.

Requirements

Success Skills And Abilities:

• Technical Proficiency: Advanced MS Excel and PowerPoint skills; experience with Business Intelligence tools (e.g., Tableau) is a plus.
• Analytical & Problem-Solving: Growth mindset with intellectual curiosity to synthesize complex information, identify key business drivers, and document reasoning.
• Communication & Interpersonal Skills: Strong verbal and written communication; ability to engage across all levels and work cross-functionally.
• Business Partnership: Support company functions by ensuring budget understanding and financial alignment.
• Adaptability & Initiative: Thrives in a fast-paced, changing environment; manages competing priorities effectively while seeking continuous improvement.
• Accountability & Leadership: Disciplined, detail-oriented, and responsible; leads by example with a strong sense of ownership.
• Judgment & Decision-Making: Exhibits sound reasoning, reacts well under pressure, and involves key stakeholders in decision-making.
• Integrity & Teamwork: High ethical standards; works well independently and collaboratively while balancing multiple priorities.
• Cost Consciousness: Develops cost-saving strategies and works within approved budgets.
• Time Management & Organization: Highly organized with excellent ability to meet deadlines and manage competing tasks.

Physical Job Requirements:

·        Prolonged periods sitting at a desk and working on a computer.