Manager, Financial Planning & Analysis

Forward Air•Coppell, TX

37d•Onsite

About The Position

The Manager, Corporate Financial Planning and Analysis (FP&A) will be the end-to-end owner of the Corporate P&L budgeting, forecasting, and performance management processes. This role is responsible for building the annual budget, leading monthly closes for Corporate functions, driving variance analysis, and providing actionable insights to senior leadership. The role partners closely with Accounting, Treasury, HR, IT, and all corporate department leaders, ensuring spend discipline, transparency, and alignment to strategic priorities. Success in This Role Looks Like: Corporate P&L budgets delivered with accuracy, discipline, and clear accountability. Monthly performance reviews that drive proactive decisions and cost-management actions. Spend visibility, modeling, and reporting elevated across the Corporate organization. Trusted partnership with functional leaders.

Requirements

Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA and/or CPA a plus.
Experience: 4-7+ years of progressive FP&A experience, ideally with Corporate FP&A or SG&A ownership.
Strong knowledge of P&L structure, corporate cost centers, and budgeting best practices.
Expert financial modeling skills within Microsoft Excel, Workday Adaptive Planning/Adaptive Insights, and Anaplan.
Excellent communication skills, with the ability to distill complex financial data into clear, actionable insights for senior leadership.
Proven ability to manage multiple priorities, meet tight deadlines, and drive process efficiency.
Demonstrated discretion and confidentiality in handling and protecting sensitive information
Technical: Proficient with common office technologies, including Windows PCs, Microsoft O365 (Outlook, Word, Excel, PowerPoint, etc.) and web conferencing (Teams, Zoom, Webex, etc.)
Environment: Comfort commuting to/from and working in a 100% on-site setting (listed in this posting), with travel for related meetings/events

Nice To Haves

MBA and/or CPA a plus.

Responsibilities

Budgeting & Forecasting (Primary Function)
Lead the development, consolidation, and maintenance of the Corporate P&L budget across all departments (Finance, HR, IT, Legal, Compliance, Executive, Facilities, etc.).
Build and maintain driver-based models to allocate Corporate SG&A based on headcount, revenue, shared services costs, and other drivers
Partner with cost-center owners to validate assumptions, challenge spending, and ensure alignment with corporate strategy and financial targets.
Executive & Board Support (Support Function)
Own the full budget calendar, deliverables, cadence, and communications for Corporate functions.
Prepare Corporate P&L materials for the Board, CFO, CEO, and FP&A leadership.
Monthly Close & Performance Management
Own monthly performance reviews with each Corporate function, summarizing variances and root-cause drivers.
Provide monthly reporting packages, commentary, and insights for senior management and Board materials.
Cross-Functional Collaboration & Business Partnership
Partner with Accounting during close and with HR on compensation, bonus, and headcount planning.
Coordinate with IT on software spend forecasting, contract renewals, and long-term tech investments.
Support strategic projects including SG&A reduction programs, operating model redesign, and other transformation efforts.
All other duties as assigned to meet evolving business needs