Financial Planning and Analysis Manager

NWN Carousel•Exeter, CA

1d•Remote

About The Position

The Financial Planning and Analysis Manager is responsible for working with Finance and across all NWN to provide insights and analysis on company performance with the goal of improving revenue, costs and margins. This role involves collaborating with the leadership team to formulate the annual budget and medium to long-term financial and strategic plans. The manager will analyze financial and operational results, utilize BI tools for insights, and communicate performance drivers to senior management. Responsibilities include providing detailed analysis of cost center results, recommending productivity and cost-saving initiatives, preparing business cases for investments, and evaluating existing processes for improvement. The role also involves developing and implementing future budgets based on past expenditures, communicating recommendations for cost reduction and revenue generation, and providing insights on financial modeling, forecasts, and profitability. Additionally, the manager will support ad hoc financial analysis, partner with cross-functional teams to identify trends and opportunities, and assist with continuous improvement of planning, forecasting, and reporting processes. Other responsibilities may be assigned.

Requirements

Bachelor’s Degree in Arts/Sciences (BA/BS) Degree in Finance, Economics or Related Field Required
Minimum 7-10 years of relevant financial analytical experience. Required
Experience analyzing financial and operational results to understand company performance
Experience developing budgets, forecasts, business cases and financial models
Experience using Excel, BI and reporting tools to deliver business insights
Significant analytical skillset, including the utilization of Excel, BI and reporting tools
Strong quantitative abilities.
Able to solve complex problems.
Excellent communication skills with ability to build relationships.
Strong influencing and interpersonal skills.
High level of commercial acumen.
Working knowledge of accounting rules.
Ability to provide detailed analysis and commentary on financial and operational results.
Ability to communicate results and recommendations to senior management.
Ability to support financial modeling, forecasts and profitability analysis
Demonstrated comfort with adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.

Responsibilities

Work closely with the leadership team to formulate the business’s annual budget as well as medium to long-term financial and strategic plan.
Analyze financial and operational results to better understand company performance.
Utilize BI tools to deliver meaningful insights into business performance.
Communicate to senior management the reasons behind product and department performance and results.
Provide detailed analysis and commentary on cost center results.
Review operations and recommend new productivity or cost-saving initiatives.
Prepare business cases to support new investment, strategic and other business decisions.
Review existing processes and procedures to develop recommendations for improvement efforts.
Evaluate previous budgets and expenditures to develop and implement future budgets.
Communicate results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlined operations.
Provide insights to senior management around financial modeling, forecasts and profitability.
Support ad hoc financial analysis and reporting needs for business leaders.
Partner with cross-functional teams to identify financial trends, risks, and opportunities.
Assist with continuous improvement efforts related to planning, forecasting, and reporting processes.
Other responsibilities as assigned.