Manager Financial Planning and Analysis

Border States•Fargo, ND

38d•Onsite

About The Position

The Manager of Financial Planning & Analysis (FP&A) leads core financial planning, budgeting, forecasting, and analytical activities while managing and developing FP&A analysts. This role serves as a key finance business partner to Branch, Corporate, Demand Generation, and Functional leaders by translating complex financial and operational data into actionable insights. The Manager of FP&A owns critical FP&A processes, ensures analytical rigor and consistency, and supports strategic decision making, while escalating enterprise level strategy, policy setting, and long range planning decisions to Finance Leadership.

Requirements

Bachelor’s degree in accounting or finance required.
7+ years of progressive experience in financial planning, analysis, or related finance roles.
Advanced proficiency in financial modeling, forecasting, and analytical tools; strong Excel and presentation skills required; working knowledge of financial systems, preferably SAP.
High level of integrity, professionalism, and confidentiality.
Strong analytical and critical thinking skills with the ability to translate data into business insight.
Effective communicator capable of influencing across multiple organizational levels.
High level of integrity, professionalism, and confidentiality.

Nice To Haves

MBA or advanced degree preferred.
CPA, FPAC, or similar professional certification preferred.

Responsibilities

Leads the quarterly forecasting process, coordinating timelines, assumptions, and submissions across departments and branches.
Develops multi year financial plans aligned with organizational strategy and operating objectives.
Prepares and presents quarterly forecasts for senior finance leadership, highlighting risks and opportunities.
Oversees the organizations annual valuation process and sustainability study.
Monitors forecast performance, identifying trends, variances, and key drivers impacting results.
Oversees analysis of actual versus forecasted results, ensuring clear variance explanations and business focused insights.
Actively reviews, validates, and guides management reporting to support leadership decision making including, but not limited to, Dashboards & Reports in FP&A’s planning software, Power BI reports generated by our BI team, and any manual or automated reports generated by the FP&A team.
Performs financial modeling, scenario analysis, and sensitivity analysis to evaluate strategic initiatives, investments, pricing actions, and cost reduction opportunities.
Analyzes profitability by customer, region, or core market and recommend actions to improve profitability.
Acts as a primary FP&A business partner to assigned department and operational leaders, providing financial guidance and insight.
Collaborates cross functionally to identify financial risks and opportunities and support strategic initiatives.
Supports senior finance leadership with ad hoc analysis, strategic projects, and executive level presentations.
Owns and continuously improves FP&A processes, models, templates, and reporting standards to ensure accuracy, consistency, and efficiency.
Leverages FP&A planning and reporting systems to automate reporting and improve analytical capabilities.
Gathers, manages, and analyzes data from internal and external sources, ensuring data integrity and actionable insights.
Identifies and implements best practices in financial planning, forecasting, and analytical methodologies.
Leads, coaches, and develops FP&A analysts, including work prioritization, review, and performance feedback.
Delegates analytical and reporting responsibilities while maintaining accountability for quality and timeliness of deliverables.
Supports system upgrades, implementations, or testing related to FP&A planning, reporting, or financial systems.
Participates in cross-functional committees or internal initiatives related to process improvement, technology adoption, or data governance.
Provides training or guidance to non-finance stakeholders on financial reports, dashboards, and budgeting tools.
Assists with onboarding and mentoring new finance team members outside of direct reporting relationships.
Represents the FP&A function in internal meetings, workshops, or projects as needed.
Other duties as assigned by supervisor or designate.

Benefits

Health, Dental and Vision Benefits
Accident, Critical Illness, Hospital Indemnity
FSA & HSA
Employee Stock Ownership Plan (ESOP)
Disability Benefits
401(k) Retirement Plan
Life Insurance
Employee Assistance Program
Paid Holidays
Paid Volunteer Time
Personal Leave time
bonuses to their employee-owners upon the achievement of branch and company goals