Manager, Financial Planning & Analysis

FORTNA•Atlanta, GA

About The Position

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and manages operating budget and forecast processes. The role delivers timely, accurate reporting and data-driven insights to help FORTNA leadership make decisions and drive growth. Responsibilities include supporting financial reporting, collecting and analyzing financial data, assessing monthly and quarterly business performance, preparing month-end reports, and consolidating financial plans based on strategic initiatives. The manager contributes to key business functions and builds strong finance partnerships across the organization. The ideal candidate is data-driven and forward-thinking, with a strong foundation in financial modeling and strategic analysis, as well as strong communication and collaboration skills. This role offers an opportunity for an FP&A professional to make an impact within a growing, dynamic company.

Requirements

Bachelor’s degree in finance, accounting, or a related technical discipline.
5–10 years of progressive work experience in FP&A.
Strong financial modeling skills.
General ledger experience.
Budgeting and forecasting experience.
Ability to multitask in a dynamic work environment.
Strong written and verbal communication skills.
Excellent analytical skills, including the ability to analyze, interpret, and summarize data.
Strong work ethic and ability to develop relationships across the organization.
Detail-oriented, with a professional demeanor and strong organizational skills.

Nice To Haves

Proficiency in Microsoft Office products.
Proficiency with ERP and BI platforms.
Experience in finance for project-based businesses and discrete goods manufacturing.
Experience with financial software such as Planful, Workday Adaptive Planning, Workday Financials, or similar tools.

Responsibilities

Prepare accurate and timely materials for monthly and quarterly financial reports, presentations, and dashboards highlighting key performance indicators.
Perform variance and trend analysis to identify and explain key performance drivers.
Optimize and rationalize financial processes to promote consistent reporting practices.
Collaborate with business partners, including operations, sales, and strategy, to develop and maintain accurate financial forecasts, identify financial risks and opportunities, and align forecasts with financial goals.
Lead annual operating budget and periodic forecast processes, consolidating business partner inputs into financial plans aligned with strategic initiatives.
Support assigned initiatives, including ad hoc financial and business analysis and value-added reporting for leadership.
Build and improve financial models, including sensitivity and scenario analysis, to inform financial and business decisions.
Develop tools and processes that establish planning and analysis best practices in support of strategic goals.
Leverage automation and technology tools to improve the efficiency, accuracy, and timeliness of deliverables.
Partner with Business Operations to improve performance by providing financial insights and data-driven strategies.
Collaborate with Accounting and Project Controls to support accurate and timely financial reporting during month-end close.
Collaborate with Corporate Finance to ensure alignment on financial analysis and reporting.