Financial Planning and Analysis Manager

Financial Planning and Analysis Manager (On-Site and US Timezone) The FP&A Manager will play a critical role in financial planning, analysis, and strategic decision-making. This position is part of a growth initiative and offers a unique opportunity for experienced FP&A professionals to step into a managerial role. The successful candidate will oversee FP&A functions and support leadership with insights that drive business performance. The FP&A Manager will also supervise a part-time FP&A resource currently contributing 30–40% of their time to FP&A tasks. Key Responsibilities Lead the budgeting, forecasting, and financial planning processes Analyze financial data to identify trends, variances, and opportunities for improvement Prepare and present financial reports to senior leadership Collaborate with cross-functional teams to support strategic initiatives Oversee and mentor part-time FP&A staff Develop and maintain financial models to support decision-making Ensure accuracy and timeliness of financial reporting Support ad hoc analysis and special projects as needed Breakdown of Responsibilities Planning, Forecasting & Budgeting Lead the annual budget process: collect input from business units, consolidate, validate, and present to senior management Prepare rolling forecasts (monthly/quarterly) of revenue, expenses, cash flows, and key metrics Maintain and refine financial models to support scenarios, sensitivities, and “what-if” analysis Variance Analysis & Reporting Analyze actual vs. budget/forecast variances; investigate drivers, trends, and anomalies Prepare periodic (monthly, quarterly) management reports and dashboards for executive review Present insights, assumptions, and recommendations to finance leadership and non-finance stakeholders Strategic & Ad hoc Analysis Support strategic initiatives (e.g., expansion, new acquisitions, capital expenditures) via financial modeling, ROI, and scenario evaluation Collaborate with operations, acquisitions, and asset management to evaluate projects, investments, and capital deployment Perform ad hoc financial analyses, e.g., sensitivity analysis, break-even, scenario planning Data & Systems Maintain and improve FP&A tools, models, and workflows (e.g., Excel, Power BI, financial planning software) Ensure integrity, consistency, and version control of financial models and datasets Collaborate with accounting/controllers to reconcile differences, and ensure that FP&A results align with GAAP / financial reporting Process Improvement & Best Practices Identify opportunities to streamline financial planning, reporting, and forecasting processes Drive adoption of automation, templating, and standardization across the FP&A function Document assumptions, methodologies, and model logic; maintain a library of financial tools Stakeholder Engagement & Business Partnership Act as a finance partner to non-finance teams (asset management, operations, acquisitions, marketing) Translate financial metrics into actionable business insights for leadership Participate in cross-functional meetings to provide financial viewpoints and recommendations Required Qualifications & Skills Bachelor’s degree in finance, Accounting, Economics, Business, or a related field 5-7 years of experience in FP&A, corporate finance, financial analysis, or comparable roles, forecasting and reforecasting, and budgeting Strong financial modeling and valuation skills (discounted cash flow, scenario analysis, sensitivity) Excellent proficiency in Excel (e.g., advanced formulas, pivot tables) Possesses excellent PowerPoint hands-on experience and has great professional presentation skills Solid experience in any ERP accounting systems; NetSuite is highly preferred Strong analytical, problem-solving, and quantitative skills Ability to synthesize complex data into clear, concise narratives and visuals Effective communication skills: able to present to senior leadership and collaborate with cross-functional stakeholders Attention to detail, accuracy, and integrity in handling financial data Self-starter with the ability to manage multiple priorities, meet deadlines, and work independently MBA, CFA, or other advanced qualifications Experience in a real estate, investment, or asset management environment is a plus Experience with reporting/analytics tools (Power BI, Tableau, or others) is highly preferred; hands-on macro/VBA is a plus Experience with FP&A / planning software (e.g., Adaptive Insights, Anaplan, Workday FP&A) Familiarity with U.S. GAAP or real estate accounting Prior exposure to acquisition analysis, capital markets, or deal structuring Prior experience working in a high-growth environment or a startup-like setting Seniority level Mid-Senior level Employment type Full-time Job function Finance, Accounting/Auditing, and Analyst Industries Outsourcing and Offshoring Consulting, Real Estate, and Investment Banking Note: This refined description retains the core responsibilities and qualifications and presents them in a clean, accessible format using only allowed HTML tags. #J-18808-Ljbffr