Financial Planning and Analysis Manager

Navia Benefit Solutions•Moraine, OH

22h•$135,000 - $140,000•Hybrid

About The Position

We are seeking an experienced and strategic FP&A Manager to lead our financial planning, budgeting, and forecasting functions. This role will own end-to-end ownership of budgeting and forecast cycles, deliver actionable insights to executive leadership, and drive efficiency in reporting through advanced tools—including Excel , Power BI , and AI-driven solutions . The ideal candidate is a hands-on leader who combines strong financial acumen with a passion for leveraging technology to streamline processes and enhance decision-making.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field; MBA, CPA, CFA, or equivalent certification preferred.
5+ years of progressive experience in FP&A , corporate finance, or strategic finance roles.
Proven track record of independently owning and leading full budgeting and forecasting cycles in a small-to-mid sized organization.
Advanced proficiency in Microsoft Excel (complex modeling, macros, Power Query/Power Pivot).
Strong hands-on experience with Power BI (or similar tools like Tableau) for building dynamic dashboards, data visualization, and self-service reporting.
Demonstrated experience using AI and emerging technologies to enhance financial reporting, forecasting accuracy, or process automation (e.g., tools like ChatGPT/GenAI/Grok for narrative generation, predictive analytics platforms, or AI-integrated FP&A software).
Excellent analytical, problem-solving, and financial modeling skills with high attention to detail.
Effective communication and presentation skills, with the ability to translate complex financial data into clear, actionable insights for non-finance stakeholders.
Proactive, collaborative mindset with a track record of driving process improvements and influencing cross-functional teams.

Nice To Haves

Experience with ERP systems (e.g., Sage Intacct, NetSuite, SAP, Oracle, etc.) and FP&A platforms (e.g., Adaptive Insights, Planful, etc.) is a strong plus.

Responsibilities

Own and lead the full annual budgeting process and multi-period rolling forecast cycles, partnering closely with department heads, business unit leaders, and executive team to align financial plans with strategic objectives.
Develop, maintain, and refine comprehensive financial models for forecasting, scenario analysis, long-range planning, variance analysis, and what-if simulations.
Perform in-depth financial analysis, including monthly/quarterly variance analysis, trend identification, profitability insights, KPI tracking, and driver-based performance reviews.
Prepare and present clear, executive-ready financial reports, management packs, dashboards, and board-level materials highlighting key insights, risks, and opportunities.
Build and manage interactive dashboards and reporting solutions in Power BI to provide real-time visibility into financial and operational performance.
Leverage advanced Excel capabilities (e.g., complex formulas, pivot tables, VBA/macros, data modeling) as the core tool for financial analysis and modeling.
Identify and implement AI-powered tools and automation (e.g., machine learning for predictive forecasting, AI-assisted anomaly detection, natural language generation for reporting narratives, or generative AI for scenario automation) to streamline reporting workflows, reduce manual effort, improve forecast accuracy, and accelerate insight delivery.
Drive continuous improvement in FP&A processes, including automation of routine tasks, standardization of templates, and integration of new technologies to enhance efficiency and data integrity.
Collaborate cross-functionally with Accounting, Operations, Sales, Engineering, Product, and other stakeholders to ensure data accuracy and alignment across the organization.
Support ad-hoc strategic analyses, investment cases, M&A evaluations, and capital allocation decisions.