Manager, Financial Planning and Analysis

Fairwater • Dania Beach, FL

3d • Onsite

About The Position

The Manager, Financial Planning and Analysis role is a hands-on position responsible for the full analytical cycle, including querying and structuring data, building and maintaining financial models, developing dashboards and reports, and delivering clear, driver-focused commentary to senior leadership and the board. The ideal candidate takes pride in financial analysis and finds satisfaction in producing accurate, well-structured, and useful work. This role involves owning the annual budget process, leading forecast cycles, developing driver-based financial models, preparing executive reports, partnering with senior leadership on financial targets, conducting variance analysis, and supporting M&A activities. Additionally, the role focuses on transforming data into actionable business intelligence, designing and maintaining executive dashboards, leveraging analytical tools, ensuring financial data integrity, tracking KPIs, and supporting cross-departmental reporting. The position also involves developing executive-level materials, modeling contract economics, analyzing performance to identify savings opportunities, providing financial modeling for specific scenarios, leading continuous improvement initiatives, driving automation, and supporting technology implementations. The Manager will act as the primary Finance liaison with other departments, facilitate results reviews, and champion a culture of accuracy and continuous improvement.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• 5 years of progressive experience in financial planning & analysis, business intelligence, or corporate finance.
• Demonstrated expertise in financial modeling, forecasting, variance analysis, and executive reporting.
• Experience with BI tools (Power BI, Tableau, Qlik, or equivalent) and advanced data visualization.
• Proficiency in SQL, Python, or equivalent analytical languages.
• Solid understanding of GAAP, financial reporting standards, and internal controls.
• Experience with ERP systems (e.g., Workday, SAP, Oracle, NetSuite, or equivalent financial platforms).
• English language proficiency.
• Expert-level Excel proficiency, including advanced formulas, complex financial modeling, and VBA/macros.
• Strong command of BI and data visualization tools.
• Ability to build automated, scalable reporting frameworks from raw data sources.
• Hands-on experience leveraging AI and machine learning tools in a finance context — including AI-assisted analysis, natural language reporting, or automation of analytical workflows (e.g., Microsoft Copilot, ChatGPT/Claude for finance, or equivalent AI platforms).
• Outstanding written and verbal communication skills with a demonstrated ability to present complex financial analysis to executive and non-finance audiences.
• Proven ability to manage multiple priorities and cross-functional initiatives simultaneously.
• Strong project management, stakeholder management, and collaborative working style.
• High intellectual curiosity with a strategic mindset and commitment to continuous improvement.
• Keen attention to detail balanced with the ability to synthesize insights at the executive level.
• Adaptable and comfortable navigating the unique operational and regulatory environment of Jones Act maritime operations.

Nice To Haves

• Prior experience in maritime, Jones Act, shipping, logistics, or transportation industries is a plus but not required.
• Familiarity with maritime ERP or vessel management systems.
• Experience with advanced analytics platforms (Databricks, Azure, etc.).
• MBA preferred.
• CPA or CFA a plus.
• CMA, CFA, or equivalent finance/analytics certification a plus.
• AI-related credentials (e.g., Microsoft Copilot certification, Google AI Essentials, or equivalent) are a differentiator.

Responsibilities

• Own and continuously maintain the annual budget process — from template design and department head coordination to consolidation, review meetings, and board-ready outputs.
• Lead quarterly and rolling forecast cycles, incorporating business updates, operational changes, and market dynamics to ensure forecast accuracy and relevance.
• Develop and maintain sophisticated driver-based financial models for short- and long-term strategic planning.
• Own and prepare monthly and quarterly financial reports and presentations, including Monthly Operating Reviews (MOR), Quarterly Business Reviews (QBR), and other recurring executive deliverables.
• Partner with senior leadership to validate forecast assumptions, strategic financial targets, and capital investment decisions.
• Conduct rigorous monthly and quarterly variance analysis with clear, driver-focused commentary for executive and board-level audiences.
• Support M&A financial analysis, capital allocation decisions, and strategic growth initiatives through robust scenario planning and valuation frameworks.
• Transform raw financial and operational data into actionable business intelligence — identifying trends, risks, and opportunities that inform strategic decisions.
• Design, build, and maintain dynamic executive dashboards and automated reporting solutions in Power BI for real-time fleet and corporate performance monitoring.
• Leverage SQL, Python, or equivalent tools to query, manipulate, and analyze large datasets across ERP and operational systems.
• Utilize AI tools and capabilities to enhance data analysis, surface patterns, generate commentary, and accelerate the delivery of financial insights to leadership.
• Serve as the organization's primary steward of financial data integrity — enforcing data governance policies and validating reporting accuracy across Finance, Accounting, and Operations.
• Track and report on KPIs across departments, enabling management to assess performance against plan at all levels of the organization.
• Support cross-departmental reporting requests, including ad-hoc analysis for executive leadership, technical, and operations teams.
• Develop executive-level materials that translate complex financial data into clear, concise, and visually compelling presentations for senior leadership and board meetings.
• Partner with Business Development to model contract economics, evaluate new business opportunities, and support commercial decision-making.
• Analyze historical performance, procurement trends, and operational costs to identify savings opportunities and improve profitability.
• Provide financial modeling support for Jones Act regulatory, fleet, and operational scenarios.
• Lead continuous improvement initiatives to streamline financial reporting cycles, reduce manual effort, and enhance analytical quality.
• Develop and maintain standardized reporting frameworks, analytical methodologies, and documentation for financial procedures.
• Drive automation initiatives — leveraging Excel/VBA, Python, and BI platforms — to improve data quality, accelerate close cycles, and expand analytical capabilities.
• Support ERP and financial technology implementations, including data migration and testing.
• Act as the primary Finance liaison with Accounting, Operations, Technical, Commercial, and Business Development — coordinating across functions to ensure financial data integrity and alignment.
• Facilitate monthly results reviews with operational leadership to prioritize performance gaps and develop corrective action plans.
• Champion a culture of accuracy, accountability, and continuous improvement across all Finance deliverables.

Benefits

• Fairwater reserves the right to revise or change job descriptions and responsibilities as the need arises.
• This job description does not constitute a written or implied contract of employment.
• Reasonable Accommodation: Fairwater is committed to providing an inclusive workplace environment free from discrimination. In support of this, Fairwater works to ensure that none of its policies, practices, work arrangements, or facilities have discriminatory effects on individuals or on groups protected under applicable federal legislation. If you need accommodation for any part of the application process because of a medical condition or disability, please email [email protected] to let us know the nature of your request.

What This Job Offers

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