Financial Planning & Analysis Manager

Simply Business • Boston, MA

28d • $104,000 - $171,700 • Hybrid

About The Position

At Simply Business, we see FP&A as more than just a reporting function. As FP&A Manager, you will learn the ins and outs of our business model and be at the forefront of identifying opportunities for acceleration and ensuring we’re set up to meet our strategic goals. We are looking for a candidate with a strong sense of initiative, keen eye for detail, and an ability to find solutions in the face of ambiguity. The FP&A Manager will translate complex and nuanced operational & financial results into actionable insights, partnering directly with business leaders to drive sound financial decisions. This role will champion the integrity and efficiency of our financial systems and data across the broader business and senior management.

Requirements

• A self-starter who thrives in a fast-paced environment
• A team player who is willing to jump in and help wherever needed
• Strong ability to influence and collaborate with cross-functional teams
• Exceptional problem-solving skills, with a knack for turning data into clear, actionable insights
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
• Superior verbal and written communication skills, with the ability to effectively present financial information to diverse audiences, including senior executives
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
• 7+ years of experience working in an FP&A role
• Experience with Google Suite, Looker, OneStream or other BI platforms/EPM systems

Nice To Haves

• Master's degree (MBA) or relevant professional certification (CFA, CPA) preferred.
• Experience working for a P&C Insurance provider preferable, but not required

Responsibilities

• Oversee the Financial Planning & Analysis function (60% time allocation): Own the end to end month-end process for the FP&A team, ensuring timeliness and accuracy of key deliverables. Includes responsibilities for journal approvals and stepping in as needed to prepare underlying booking support files
• Lead the preparation and consolidation of our annual operating budget and ongoing forecasts
• Prepare and present clear, insightful financial performance with the broader business, our leadership team, and board
• Support the Director of FP&A and VP of Finance in preparing scenario planning models and conducting sensitivity analysis to evaluate financial outcomes under various assumptions
• Serve as the go-to finance partner for our support and shared service teams (like People, Legal, Engineering, etc), helping them with expense variance analysis and capitalization assessments
• Partner with Data & Analytics team and other business functions to define and implement new metrics and KPIs as needed, ensuring measurability against our key financial levers
• Manage the ongoing development, daily priorities, and work allocation of senior analyst on the team
• Serve as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation): Identify and implement solutions to automate financial reporting, consolidate data sources, and streamline planning processes leveraging AI and other suitable technology
• Collaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructure
• Ensure the accuracy, consistency, and reliability of financial data across all systems used for reporting and analysis
• Partner with senior functional leaders as required, ensuring operational decisions are aligned to our short and long term financial objectives (20% time allocation)

Benefits

• Group plan for medical, dental, vision, and prescription drug coverage.
• Short term disability, long term disability, and life insurance coverage.
• Participation in the Company’s bonus program
• Participation in 401(k) plan with a 5% employer match.
• Commuter benefits to help cut down on parking and public transit costs.
• 25 days of vacation time plus 10 sick days and 10 company holidays.
• A genuine investment in your learning and development
• Regular team outings and volunteer opportunities.
• An awesome office space.
• A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.

What This Job Offers

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