Manager – Financial Planning & Analysis
The Manager – Financial Planning & Analysis (FP&A) will strengthen the company's financial planning framework and drive improvements in forecasting, reporting, and analytical insights. This role requires strong technical expertise in FP&A systems, financial modeling, and data-driven decision support, as well as the ability to partner effectively with Finance, IT, HR, Operations, and external stakeholders. The ideal candidate combines analytical depth with strong project management, communication, and stakeholder management skills.
Key Responsibilities
- Prepare and deliver MIS reporting, including consolidation of financial reports.
- Lead budgeting, forecasting, and variance analysis processes.
- Prepare project-level cost reporting and insights.
- Prepare COGS and operating expense (Opex) variance analysis reports.
- Prepare customer- and vertical-level margin reporting.
- Deliver performance insights and executive-level reporting, including variance analysis.
- Manage intercompany reconciliations and support period-end close activities as needed.
- Lead implementation and ongoing management of FP&A systems and planning tools to improve forecasting accuracy and reporting efficiency.
- Own end-to-end financial model development and maintenance, including integrated revenue, expense, and headcount models.
- Manage monthly and quarterly forecasting cycles with cross-functional alignment.
- Develop and automate dashboards, KPI reporting, and streamlined data flows across systems.
- Drive the annual budgeting process in coordination with internal and outsourced accounting teams.
- Support ad hoc initiatives, including pricing, scenario analysis, and acquisition-related financial planning.
- Partner across teams to improve data quality, governance, and system integration.
Requirements
- Demonstrated expertise in financial modelling, planning systems, and performance reporting
- Hands-on experience implementing FP&A tools (e.g., Adaptive, Anaplan, Pigment, Planful, Mosaic), with strong project management skills.
- Strong understanding of budgeting cycles, forecasting processes, and financial governance.
- Strong analytical thinking, accuracy, and problem-solving skills, with the ability to translate business needs into scalable financial processes and automation
- Excellent communication skills, with the ability to partner with senior leadership and cross-functional stakeholders.
- Ability to work independently, manage multiple priorities in a fast-paced environment, and collaborate effectively with outsourced/shared service teams.
- Experience in SaaS, healthcare services, and/or PE-backed environments is an advantage.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
- Professional certifications (e.g., CFA, CMA) or an MBA (Finance) are preferred but not required.
- Advanced financial modeling skills in Excel or Google Sheets; BI experience (Power BI, Tableau, Looker) is preferred.
- 10–15 years of experience in FP&A, strategic finance, or financial systems roles.
