Manager, Financial Planning & Analysis
About The Position
Unitek Learning is seeking a Manager, Financial Planning & Analysis to lead financial modeling, forecasting, budgeting, and analysis, and provide strategic financial insights to senior leadership. The role partners with cross-functional teams and corporate and operational leaders to support business objectives and financial planning. It prepares executive financial reports and presentations, including materials for Operational Reviews and external reporting, and develops clear financial narratives that explain business drivers, risks, and opportunities. The position also leads labor cost planning and workforce forecasting, improves and automates FP&A processes, and supports financial due diligence for strategic initiatives and expansion opportunities. The position is hybrid and requires regular in-person attendance three days per week. Mondays and Fridays are optional remote workdays. The role requires on-site collaboration with corporate and operational leadership.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- At least 5 years of experience in FP&A, corporate finance, or related roles.
- Strong financial modeling skills and expertise in Excel.
- Deep understanding of financial metrics, forecasting techniques, and data-driven decision-making.
- Excellent communication and presentation skills, including the ability to influence senior leadership.
- Strong attention to detail, analytical mindset, and problem-solving abilities.
- Regular in-person attendance three days per week and on-site collaboration with corporate and operational leadership.
Nice To Haves
- MBA or CPA.
- Experience with Adaptive Planning.
- Experience in a high-growth environment or in the education or healthcare sector.
- Experience with Adaptive Planning and Office Connect reporting tools for process improvement and automation.
Responsibilities
- Lead budgeting, forecasting, and financial analysis processes to support strategic decision-making.
- Develop and maintain financial models using operational and business inputs to evaluate performance, forecast outcomes, and assess growth opportunities.
- Analyze key financial KPIs and provide actionable insights to senior leadership.
- Partner with cross-functional teams to support business objectives and financial planning.
- Prepare and present financial reports and executive presentations, including materials for Operational Reviews and external reporting.
- Develop clear financial narratives communicating business drivers, risks, opportunities, and the context behind the numbers.
- Lead labor cost planning, workforce forecasting, and variance analysis to identify trends and support resource allocation.
- Drive FP&A process improvements and automation using Excel and, where applicable, Adaptive Planning and Office Connect reporting tools.
- Support financial due diligence and analysis for strategic initiatives, including expansion opportunities.
Benefits
- Medical, dental, and vision coverage starting the first of the month following 30 days of employment.
- Two weeks of starting vacation per year, increasing based on years of service.
- 12 paid holidays and 2 floating holidays.
- 401(k) with company match.
- Company-paid life insurance equal to 1 times annual salary.
- Leadership development and training for career advancement.
- Tuition assistance and forgiveness for the employee and family, up to 100% depending on the program.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
