Manager, Financial Planning & Analysis

Shawmut • Boston, MA

3d • Hybrid

About The Position

The Manager of Financial Planning & Analysis partners with operational leadership to help drive the management of financial reporting, budgeting, forecasting and analysis. This role involves reviewing and analyzing regional, sector, and office monthly financial statements, providing account analysis and detailed backup on key line items for decision-making. The position is responsible for developing and maintaining budgeting and forecasting reports, driving the budgeting and forecasting process, and developing ad-hoc financial reports and analysis as required by Regional Leadership. Additionally, the role coordinates financial data for quarterly board of directors’ meetings, supports Regional Leadership by identifying trends, budget variances, and potential risks/opportunities, and proposes solutions. The Manager will also perform additional responsibilities as needed, continuously look for opportunities to optimize processes and models, and manage, train, and develop team members.

Requirements

• 7+ years of experience in FP&A required.
• Bachelor’s Degree in Finance or Accounting required.
• Advanced Excel skills (including complex formulas, automation, and data validation.)
• Proven ability to lead or drive the budgeting process, including timelines, deliverables, and stakeholder alignment.
• Experience building executive-level financial presentations (PowerPoint, dashboards, etc.)
• Strong analytical and organizational skills with the ability to understand the demands of managing a growing business.
• Ability to work in a fast-paced environment and adapt to various situations prioritizing multiple work assignments simultaneously.
• Strong relationship-building skills.

Nice To Haves

• Experience in construction or a related field a plus.
• Familiarity with ERP systems, BI tools, or data visualization platforms (e.g., Power BI) is a plus.

Responsibilities

• Review and analysis of regional, sector and office monthly financial statements.
• Provide account analysis and detailed backup on key line items for use in decision-making
• Develop and maintain budgeting and forecasting reports. Drive the budgeting and forecasting process.
• Development of ad-hoc financial reports and analysis as required by Regional Leadership.
• Coordinate financial data for quarterly board of directors’ meetings.
• Support Regional Leadership by proactively identifying trends, budget variances, and potential risks and opportunities, and propose solutions.
• Perform additional responsibilities as needed to achieve business objectives.
• Continuously look at opportunities to optimize processes and models used, to provide more timely and relevant insights.
• Manage, train and develop team members.

Benefits

• Health, Dental, and Vision Insurance.
• Employee Stock Ownership Plan (ESOP) – Be an employee-owner!
• 401(K) with Company Match – Receive a company match up to 4% of your eligible pay.
• Generous Paid Time Off – vacation and sick time, 12 holidays, summer Fridays, and a yearly volunteer day.
• Cell phone, laptop, tuition reimbursement, pet insurance, financial planning services, and more.

What This Job Offers

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