Manager of Financial Planning and Analysis

Milton CAT • Milford, MA

2d • Hybrid

About The Position

Milton CAT is seeking a Manager, Financial Planning & Analysis to join our Accounting & Finance team in a newly added, high-impact role at our corporate office in Milford, MA. Reporting to the Director of Financial Accounting, this position will help shape the future of financial planning across a privately held, $1.5+ billion organization with complex operations spanning 6 Northeast states. This is an exceptional opportunity for a technically strong, business-minded finance leader who thrives in a fast-paced environment, is comfortable working with complex data sets and technology tools, and can influence decision-making across the organization. The ideal candidate brings strong financial modeling capability, strategic thinking, and the ability to translate data into clear insights for leaders across the business.

Requirements

• Bachelor’s degree in Finance or Accounting required; CPA strongly preferred.
• Five or more years of progressive FP&A, corporate finance, or related experience, including advanced financial modeling and forecasting responsibilities.
• Strong business acumen and a proactive, results-oriented approach, with the ability to connect financial insights to operational and strategic priorities.
• Excellent analytical, communication, and stakeholder management skills, with the confidence and influencing ability to work effectively across finance, operations, and executive leadership.
• High level of comfort with technology, large and complex data sets, and modern reporting tools, including advanced Microsoft Office skills and experience with Power BI.
• Ability to work on-site at our corporate office in Milford, MA, with occasional remote flexibility as business needs allow.

Responsibilities

• Lead the company’s annual budget, forecast, and strategic planning processes, building tools and timelines that improve alignment, accountability, and decision support across the business.
• Develop and enhance advanced financial models, dashboards, and forecasting tools that support growth planning, scenario analysis, and executive decision-making.
• Prepare monthly bank reporting and support ongoing forecasting and analysis related to financial performance, cash flow, and debt covenant compliance.
• Partner with executives and department leaders to deliver actionable financial insights, performance reporting, and recommendations that support data-driven decisions.
• Analyze profitability across products, services, and business activities, identifying trends and recommending strategies to improve margins and financial performance.
• Identify opportunities to improve processes, automate reporting, and strengthen the way financial and operational data is leveraged across the organization.
• Perform detailed variance, trend, and performance analysis to highlight risks, opportunities, and key business drivers.
• Monitor capital expenditures and support strategic initiatives to ensure financial plans remain aligned with organizational priorities and expected returns.
• Provide ad hoc analysis, executive-level reporting, and financial support for cross-functional initiatives as the business evolves.

What This Job Offers

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