FP&A Manager

OPOC.us • Worthington, OH

2d • Onsite

About The Position

The FP&A Manager leads financial planning, analysis, insight, and strategic decision support across the organization. This role partners closely with Sales, Finance, and Executive leadership to optimize performance and allocate resources.
The position includes developing and maintaining performance measure reporting, delivering data-driven analysis to senior leadership, and helping to strengthen processes and reporting capabilities across the business. This position is ideal for a highly analytical finance professional who enjoys solving complex problems, building structure, and influencing decision-making in a collaborative and evolving environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required).
• 5+ years of progressive FP&A experience with the ability to impact B2B professional services including financial modeling, budgeting and forecasting.
• Proficiency with Salesforce for revenue and pipeline analysis (required).
• Advanced Excel and financial modeling skills; experience with BI/ERP tools (e.g., Power BI, NetSuite) a plus.
• Strong analytical, communication, and executive presentation skills.
• Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning cycles.
• Develop and maintain driver-based financial models and scenario analyses.
• Analyze monthly results, identify trends, and deliver actionable insights and variance commentary.
• Partner with Sales and Operations to align financial goals with business objectives and capacity planning.
• Develop and maintain predictive models and forecasts that support the ability to forecast future results
• Create reports and dashboards that highlight performance trends and key metrics.
• Prepare monthly and quarterly reporting packages, dashboards, and KPIs for leadership.
• Use Salesforce data for revenue forecasting, pipeline analysis, cohort performance, and bookings-to-revenue conversion.
• Drive process improvements and implement FP&A best practices and governance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees