Finance, Planning and Reporting Manager

Corestream•Tampa, FL

4d•Hybrid

About The Position

Corestream is looking for a hands-on Finance, Planning & Reporting Manager that will lead our financial planning, forecasting, modeling and reporting processes from end to end. You’ll partner closely with leaders across the organization to help them understand performance, make informed decisions, and continuously improve how we plan and report on the business. Experience in HRTech or InsurTech is a plus. If this sounds like you, read on… Corestream is headquartered in Tampa, FL. This role is a hybrid position, with an in-office presence on a weekly basis.

Requirements

5+ years' experience in finance, FP&A, financial reporting or related finance management roles
Bachelors’ degree in finance, accounting, business, economics or relevant field is preferred
Proven experience leading annual budgets, rolling forecasts, variance analysis and management reporting processes
Advanced financial modeling skills with the ability to translate data into business insights
Strong understanding of financial statements, GAAP and the connection between accounting results and operational performance
Excellent knowledge of budgeting, forecasting, KPI reporting, dashboarding and business performance management
Ability to drive process improvement, including the practical use of AI-enabled planning, reporting, forecasting and analytical capabilities
Demonstrated ability to analyze trends, identify key business drivers and recommend practical actions
Advanced working knowledge of MS Office, especially Excel, and experience with ERP, planning and reporting tools such as NetSuite, Adaptive, Anaplan, Power BI or similar platforms
Strong attention to detail with the ability to meet deadlines and manage multiple planning cycles
Ability to partner effectively across functions and communicate complex financial information clearly to both financial and non-financial audiences.
Well-organized with ability to prioritize
Strong finance, planning, reporting and analytical skills
Ability to independently identify issues, recommend solutions and follow through on deliverables.
Curiosity and a practical, solutions-oriented approach to problem-solving.

Nice To Haves

Experience in HRTech or InsurTech is a plus.
Experience in a technology, benefits, insurance, or high-growth business environment
Experience building dashboards or automating financial reporting processes.
Experience using AI-enabled tools to improve financial planning, reporting or analysis.

Responsibilities

Own all aspects of financial planning, budgeting, forecasting, modeling and management reporting, including:
Lead the annual budget process, including timelines, templates, assumptions and cross-functional inputs
Prepare monthly and quarterly forecasts, variance analysis and executive reporting packages
Build and maintain financial and operational models for revenue, expense, cash flow, profitability and scenario planning
Report financial results, business trends, KPIs, risks and opportunities to senior leadership
Develop clear reporting commentary that explains performance against budget, forecast and prior periods
Partner with Accounting to ensure reporting aligns with actual results, close timing and GAAP requirements
Improve planning templates, dashboards, financial reporting tools and data integrity across finance processes
Utilize AI-enabled tools to streamline budgeting, forecasting, variance analysis, financial modeling and reporting workflows while maintaining strong review controls and data accuracy
Serve as a finance business partner to department leaders and executives
Translate operating plans into financial targets, assumptions and measurable KPIs
Provide actionable analysis to support pricing, profitability, investments and strategic decisions
Maintain and optimize finance systems and reporting processes to improve accuracy, consistency and efficiency