Financial Planning & Analysis Manager (FP&A)

Transition Finance Strategies • Chicago, IL

3d • Remote

About The Position

Blue Ridge Associates is seeking a Financial Planning & Analysis Manager (FP&A) to serve as a strategic business partner for revenue forecasting, sales analytics, financial planning, and budgeting support. The role turns complex data into actionable insights to drive growth and improve business performance. It operates as an individual contributor while providing functional guidance and collaborating with a global team on FP&A initiatives.

The position leads sales and revenue-related financial planning, forecasting, and reporting; owns revenue forecasts and key performance metrics; supports budgeting and forecasting cycles; analyzes performance variances; builds business cases and financial models; and presents executive-level findings and recommendations. It also assesses decentralized data sources, works with stakeholders and data teams to improve data governance and reporting, and advances automation and analytics practices to reduce manual work and improve efficiency.

The role partners with Finance, Accounting, Sales, Operations, and Technology teams, advising business leaders with data-driven recommendations. Blue Ridge Associates is a professional services firm specializing in third-party administration of ESOPs and retirement plans. The position is remote. Applicants must be authorized to work in the United States.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Analytics, or a related field.
• 4–7 years of experience in FP&A, financial consulting, management consulting, business analytics, corporate finance, or related analytical roles.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel capabilities and experience working with large datasets.
• Experience communicating findings and recommendations to business leaders.
• Strong business acumen and ability to connect financial results to operational performance.
• Experience managing multiple projects and priorities in a fast-paced environment.
• Must be authorized to work in the United States.

Nice To Haves

• Experience working in the financial services industry.
• Experience with data warehouses, reporting databases, or enterprise data environments.
• Familiarity with AI-enabled tools and technologies used to improve analytics and reporting processes.
• MBA, CFA, or related advanced certification.

Responsibilities

• Lead financial planning, forecasting, and reporting activities related to sales performance and revenue growth.
• Own revenue forecasts and key performance metrics.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Complete performance variance analysis and explain financial results.
• Build business cases and financial models to support strategic initiatives and investments.
• Deliver executive-level reporting and presentations that translate complex data into clear recommendations.
• Evaluate business performance and identify opportunities to improve profitability and financial outcomes.
• Assess decentralized data sources and determine appropriate datasets for analysis and reporting.
• Partner with business stakeholders and data teams to improve data governance, reporting accuracy, and data warehouse utilization.
• Identify and implement process improvements that reduce manual effort and increase reporting efficiency.
• Automate reporting and move away from highly manual Excel-based processes while maintaining analytical rigor.
• Leverage AI and advanced analytics tools to improve forecasting, reporting, and decision-making.
• Partner with Finance, Accounting, Sales, Operations, and Technology teams to align financial insights with business strategy.
• Provide business leaders with data-driven recommendations as a trusted advisor.
• Perform other tasks as assigned.

Benefits

• Competitive salary and comprehensive benefits, including medical, dental, vision, life, and disability coverage.
• 401(k) with company match.
• HSA with company contribution.
• Generous PTO for parental leave, vacation, and holiday time.
• Support for certifications, association dues, and professional development.
• Collaborative and inclusive company culture, including happy hours, social events, employee-led committees, and volunteer opportunities.

What This Job Offers

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