Financial Planning & Analysis Manager

PPLSI

20h•Remote

About The Position

The Financial Planning & Analysis Manager leads the organization’s budgeting, forecasting, and long-range planning processes and provides forward-looking financial insights to support strategic decision-making. This role partners closely with senior leaders to translate business goals into financial models, identify risks and opportunities, and guide investment and resource decisions. The Financial Planning & Analysis Manager is responsible for leading the organization’s financial planning and analysis function and plays a critical role in helping the business understand its financial position, performance trends, and future outlook. This role owns the end-to-end budgeting, forecasting, and long-range planning processes and ensures leadership has timely, accurate, and meaningful financial information to support decision-making. This role works closely with senior leaders to translate business goals and operational plans into financial models that reflect both current realities and future scenarios. This role operates at the intersection of strategy and execution. The Financial Planning & Analysis Manager is expected to look beyond historical results and focus on forward-looking analysis, identifying risks, opportunities, and emerging trends that may impact the business. The role requires a strong understanding of how different parts of the business operate and how decisions in one area affect overall financial performance. As a key business partner, the Financial Planning & Analysis Manager works closely with department leaders across the organization to support planning, forecasting, and ongoing performance discussions. This role helps leaders understand financial drivers, evaluate trade-offs, and make informed decisions by clearly explaining complex financial information in a practical and approachable way. The FP&A Manager regularly reviews financial results, explains variances between actuals, budgets, and forecasts, and provides context around what is driving performance. Rather than simply reporting numbers, this role is focused on delivering insights that help leaders act. The Financial Planning & Analysis Manager also has direct responsibility for leading and developing a team. This includes setting priorities, assigning work, reviewing analyses for accuracy and consistency, and ensuring timelines are met. The role requires a balance between hands-on analytical work and people leadership, with an emphasis on coaching, development, and building strong analytical capability within the team. Close partnership with Accounting is an important part of the role to ensure alignment between forecasts, actual results, and financial reporting. The Financial Planning & Analysis Manager works to maintain consistency in assumptions, data sources, and methodologies across planning and reporting cycles. The role may also partner with Operations and other functional teams to support efficiency initiatives and cost management efforts. The Financial Planning & Analysis Manager plays a key role in improving financial processes, tools, and systems. This includes supporting enhancements to forecasting models, reporting dashboards, and planning systems, as well as improving data quality and efficiency. The role is expected to identify opportunities to streamline reporting, improve forecast accuracy, and strengthen financial controls related to planning and analysis. Overall, the Financial Planning & Analysis Manager has a significant impact on the organization’s ability to plan effectively, manage costs, and make strategic decisions. The insights, recommendations, and guidance provided by this role directly influence hiring decisions, budget allocations, investment priorities, and long-term growth strategies. This role requires strong financial expertise, sound judgment, and the ability to lead both people and conversations with confidence and clarity.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (Required)
5–8+ years of experience in financial planning and analysis, finance, or analytical roles (Required)
Prior experience leading, mentoring, or managing others (Required)
Strong knowledge of budgeting, forecasting, and financial modeling (Required)
Solid understanding of financial statements and key business drivers (Required)
Advanced Excel skills and experience building financial models (Required)
Experience partnering with cross-functional leaders, including Sales leaders, HR, Operations, and Accounting (Required)
Ability to analyze complex data and clearly explain financial insights to non-finance partners (Required)
Strong communication, organization, and problem-solving skills (Required)

Nice To Haves

Experience with FP&A, reporting, or planning tools such as Adaptive, Anaplan, Workday, Power BI, or similar platforms (Preferred)
MBA, CPA, or other finance-related certification (Preferred)
Experience in a growing, fast-paced, or evolving organization (Preferred)
Experience improving financial processes or implementing new tools or systems (Preferred)

Responsibilities

Own the annual budget, reforecasting, and long-range planning processes
Develop and maintain financial models and planning assumptions
Ensure forecasts reflect current business priorities and expected outcomes
Monitor performance against plan and update forecasts as needed
Fine-tune customer LTV, CAC and NPV models
Analyze financial results and explain key drivers, trends, and variances
Provide scenario and “what-if” analysis to support decision-making
Identify financial risks and opportunities and communicate them proactively
Turn complex data into clear, actionable insights for leadership
Partner with department leaders to support planning, budgeting, and performance discussions
Advise leaders on the financial impact of business decisions and initiatives
Support headcount planning, operating expense management, and strategic projects
Collaborate with Accounting to ensure alignment between forecasts and actuals
Lead, coach, and develop a team of FP&A analysts
Set priorities, delegate work, and manage timelines and deliverables
Review team analyses for accuracy, consistency, and quality
Support performance management, feedback, and professional development
Improve forecasting accuracy and reporting efficiency
Enhance financial planning, reporting tools, and dashboards
Ensure data integrity and consistency across reports and models
Identify and implement process improvements to support business growth