Financial Planning & Analysis Manager
About The Position
The Financial Planning & Analysis Manager will serve as a strategic business partner across the organization, focusing on identifying opportunities to drive revenue growth, improve EBITDA, enhance sales performance, and increase operational efficiency. This role will leverage financial, sales, and operational data to develop actionable insights and support informed decision-making by business leaders. The FP&A Manager will collaborate with Sales, Operations, FP&A, Executive Leadership, and other cross-functional teams to enhance reporting, strengthen pipeline visibility, optimize CRM processes, and lead strategic initiatives impacting business performance.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Analytics, or a related field preferred.
- MBA or CPA preferred.
- 10+ years of relevant experience in FP&A, forecasting, sales analytics, business analytics, consulting, CRM systems/KPI dashboards, month-end close, financial reporting, SOX, or related financial functions.
- Advanced Microsoft Excel skills required.
- Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
- Demonstrated ability to lead cross-functional projects involving Sales, Operations, Finance, and Executive Leadership and influence business decisions.
- Excellent presentation and verbal communication skills, including the ability to effectively communicate analytical findings to business leaders.
- Strong organizational and project-management skills with the ability to manage multiple priorities and deadlines.
- Strong leadership and supervisory capabilities.
- Ability to travel approximately 10–20%.
Responsibilities
- Lead recurring sales and business performance reviews with Regional Sales Directors and sales teams, using data and KPIs to evaluate performance, identify opportunities, and establish actionable improvement plans.
- Analyze performance by customer, product line, market, sales activity, and other key business drivers to identify revenue growth and cost-recovery opportunities.
- Develop and enhance executive dashboards, graphs, and reporting to provide greater visibility into sales, revenue, business trends, and EBITDA improvement opportunities.
- Support month-end close, monthly business reviews, forecasting, budgeting, and strategic planning through analytical reporting.
- Lead cross-functional projects focused on revenue growth, cost efficiencies, operational improvements, and overall business performance.
- Serve as the Finance lead for enterprise-wide initiatives, including revenue optimization, cost recovery, customer pricing reviews, and operational standardization.
- Partner with Sales leadership to improve CRM utilization, data quality, dashboards, reporting, and user adoption.
- Develop and maintain reporting around pipeline, secured revenue, opportunity tracking, and other key sales metrics.
- Translate complex financial and operational data into clear, actionable recommendations for business leaders.
- Drive accountability and continuous improvement by identifying trends, opportunities, and performance gaps across the organization.
- Support additional strategic and financial initiatives as assigned.
Benefits
- Competitive pay with quarterly bonus opportunities
- Health, Vision, and Dental Insurance
- Life Insurance
- 401k with company match
- Paid time off (vacation, sick days, holidays)
- Career development and advancement potential
- Employee discount programs
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What This Job Offers
Job Type
Full-time
Career Level
Manager
