Finance Manager, Planning & Analysis

Presidio • Town of Islip, NY

1d

About The Position

The Finance Manager, Planning & Analysis is a hands-on leader within Corporate Finance responsible for the company’s enterprise planning and forecasting process, monthly financial consolidation and reporting cycle, and contributions to recurring Board of Directors and private equity sponsor reporting packages. The role coordinates inputs across the organization, maintains disciplined reporting and forecast processes, supports revenue and gross profit variance analysis, and provides thought and technical leadership to the broader finance community. The successful candidate combines strong financial fundamentals with experience applying artificial intelligence and automation to improve finance processes, reporting quality, and team productivity.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
• Experience contributing to recurring financial reporting packages for executive leadership, Boards of Directors, and/or private equity sponsors.
• Strong understanding of financial statements and proven ability to analyze revenue and gross profit performance and explain variances clearly.
• Demonstrated experience using AI and automation to advance finance processes, including practical examples of improving analysis, reporting, forecasting, or team productivity.
• Advanced financial modeling and analytical skills, strong attention to detail, and ability to manage multiple recurring deadlines.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience working with enterprise financial systems, planning platforms, and business intelligence tools.
• Experience coaching, reviewing the work of, and developing financial analysts.
• Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Nice To Haves

• Experience in a private equity-backed, technology, services, or other multi-entity environment.
• Experience with OneStream, Microsoft Dynamics 365, Power BI, or comparable ERP, consolidation, planning, and business intelligence platforms.
• Hands-on experience with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in a controlled finance environment.
• CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.

Responsibilities

• Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and preparation of forecast outputs.
• Own monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering accurate, timely enterprise reporting.
• Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring financial schedules, commentary, and supporting analyses are complete, consistent, and presentation-ready.
• Partner with accounting, business finance, revenue operations, and other business partners to align on assumptions, reconcile actual results to management reporting, and resolve data, mapping, or classification issues.
• Support revenue and gross profit variance analysis by identifying key drivers versus prior forecast, budget, and prior periods and coordinating clear explanations with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes while maintaining appropriate controls.
• Identify recurring manual activities and implement practical automation solutions that improve speed, accuracy, and scalability.
• Coach and develop financial analysts through clear work planning, review of analyses and deliverables, actionable feedback, and on-the-job skill development.
• Coordinate cross-functional deliverables and deadlines, communicate risks early, and follow issues through resolution.
• Support ad hoc financial analysis and recurring finance priorities as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager