Financial Planning and Analysis (FP&A) Manager

Description

The FP&A Manager is responsible for executing and enhancing the company’s financial planning, forecasting, and reporting processes within an enterprise-level environment.

This role requires:

• Strong experience in corporate FP&A functions
• Comfort working within integrated financial systems and planning tools
• Ability to translate structured financial data into decision-driving insights

You will partner across the business to ensure financial visibility, accountability, and alignment with strategic objectives.

Key Responsibilities

The FP&A Manager will own and execute the company’s financial planning and analysis processes, including monthly forecasting, annual budgeting, and long-range planning. This role is responsible for consolidating inputs from business leaders into integrated financial projections across the income statement, balance sheet, and cash flow, while maintaining and enhancing driver-based models to support scenario planning and strategic decision-making. The FP&A Manager will deliver timely and accurate management reporting, analyze performance against plan, and translate financial results into clear, actionable insights for executive leadership. Additionally, this role will partner cross-functionally with Sales, Operations, Marketing, and HR to support workforce planning, revenue and unit economics analysis, and cost optimization initiatives, ensuring alignment between operational execution and financial objectives.

In parallel, the FP&A Manager will play a key role in strengthening the company’s financial infrastructure by improving forecasting accuracy, enhancing reporting processes, and optimizing data flows across enterprise systems. This includes working within and advancing integrated planning and reporting tools (e.g., Planful, NetSuite, Salesforce, Power BI) to drive efficiency, scalability, and transparency. The role will also support strategic initiatives, including M&A modeling, due diligence, and post-acquisition performance tracking, while helping to build and maintain a high-performing FP&A function through strong execution, process discipline, and team development.

Requirements

The ideal candidate brings a strong foundation in corporate FP&A within a structured, multi-entity, or high-growth environment, with 5–8+ years of progressive experience in finance, accounting, or a related field. A bachelor’s degree in Finance, Accounting, or a similar discipline is required, with an MBA or advanced degree preferred. Candidates should have demonstrated experience operating within formal budgeting, forecasting, and reporting cadences, along with a track record of increasing ownership and responsibility.

• This role requires hands-on experience with enterprise-level financial systems and planning tools, including FP&A platforms such as Planful, Adaptive, Anaplan, or Vena; ERP systems such as NetSuite or comparable solutions; and business intelligence tools such as Power BI or Tableau. Exposure to CRM platforms like Salesforce and the ability to work across integrated data environments is also expected. Candidates must be comfortable navigating and leveraging these systems to drive forecasting accuracy, reporting efficiency, and data-driven decision-making.
• Core Competencies
• The successful candidate will demonstrate strong enterprise FP&A discipline, with the ability to operate effectively within structured planning cycles and integrated financial systems. This includes advanced analytical capabilities, particularly in financial modeling, forecasting, and variance analysis, combined with a deep understanding of business drivers and how they translate into financial outcomes. Equally important is systems fluency—the ability to work seamlessly across ERP, FP&A, and BI platforms to extract, interpret, and synthesize data into meaningful insights.
• This individual must also be an effective business partner, capable of influencing decisions through data-driven analysis and clear communication. The ability to distill complex financial information into concise, actionable narratives for executive stakeholders is critical. A strong execution mindset is required, with a focus on accuracy, accountability, and delivering results in a fast-paced, evolving environment. Finally, the role demands a scalability mindset—someone who naturally thinks in terms of building repeatable, efficient processes that can support the company’s continued growth.