Financial Planning & Analysis Manager (FP&A)
About The Position
Blue Ridge Associates is seeking a Financial Planning & Analysis Manager to serve as a strategic business partner responsible for revenue forecasting, sales analytics, financial planning, and budgeting support. The role turns complex data into actionable insights that support growth and improve business performance. It operates as an individual-contributor position while providing functional guidance and collaborating with a global team on FP&A initiatives. The manager leads financial planning, forecasting, and reporting related to sales performance and revenue growth; owns revenue forecasts and key performance metrics; supports budgeting and forecasting cycles; and provides variance analysis, financial models, business cases, and executive-level reporting. The role also improves data governance, reporting accuracy, data warehouse utilization, and process efficiency, including automation of reporting and use of AI and advanced analytics. It partners with Finance, Accounting, Sales, Operations, and Technology teams and advises business leaders with data-driven recommendations. Blue Ridge Associates provides third-party administration of ESOP and retirement plans. The company describes its work as helping employers and employees build financial security and emphasizes collaboration, expertise, continuous improvement, and client service. 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 for strategic initiatives and investments.
- Deliver executive-level reporting and presentations that translate complex data into 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 reduce reliance on highly manual Excel-based processes while maintaining analytical rigor.
- Use 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 medical, dental, vision, life, and disability benefits.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
