Financial Planning and Analysis Manager

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 & Duties

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 have good collaboration skills 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

Desirable / Nice-to-Have

• MBA, CFA, or other advanced qualifications
• NetSuite is preferred
• 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 and hands-on experience in 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