Senior Manager Financial Planning Analysis

Aston Carter•Sunrise, FL

9d•$115,000 - $140,000•Onsite

About The Position

The Senior Manager, Financial Planning & Analysis, will build and scale the FP&A function as a high-impact individual contributor. This role partners directly with the CFO and executive leadership, providing deep financial insight to support strategic and operational decision-making. The position offers significant visibility, including exposure to investors and key strategic initiatives, and is ideal for a driven professional who enjoys building processes, enhancing financial models, and translating complex data into clear, actionable insights.

Requirements

5–7 years of experience in FP&A or corporate finance (flexible).
Bachelor’s degree in Accounting or Finance.
Strong understanding of accounting principles, including debits and credits.
Experience with financial planning and analysis, including budgeting, forecasting, and long-range planning.
Advanced proficiency in Excel, including complex formulas, modeling, and data analysis.
Proven experience in financial modeling to support strategic and operational decisions.
Strong background in financial reporting and analysis, including financial statements and management reporting.
Experience working with ERP systems in a finance or FP&A context.
Exceptional written and verbal communication skills.
Comfort presenting to executives and leadership, including preparing and delivering executive-level materials.
Ability to translate complex financial data into clear, concise insights for a variety of stakeholders.
Strong business acumen and analytical problem-solving skills.
High attention to detail and a strong commitment to accuracy.
Curious, proactive, and solutions-oriented mindset with a positive attitude.

Nice To Haves

Experience in larger or more complex organizations, or in a private equity–backed environment, is beneficial but not required.
Hands-on experience with FP&A planning tools is preferred.
Familiarity with planning and reporting technologies such as Planful, Smart145, and Salesforce is a plus.
Exposure to AI tools used in finance and analytics is a bonus.
Experience supporting M&A strategy and integration initiatives is advantageous.
Experience in both finance and accounting environments is beneficial.

Responsibilities

Lead core FP&A processes, including budgeting, forecasting, and long-range financial planning.
Build, enhance, and maintain robust financial models to support strategic and operational initiatives.
Analyze financial performance, trends, and key drivers, and deliver clear, actionable insights to leadership.
Prepare and present executive-level materials and presentations for the CFO and, as needed, for investors.
Partner cross-functionally with teams across the organization to support business planning and performance improvement.
Ensure accuracy, consistency, and clarity across all financial reporting and analysis.
Develop and refine financial reports, dashboards, and metrics to support data-driven decision-making.
Identify and implement opportunities to improve FP&A processes, tools, and reporting frameworks.
Support M&A-related activities by contributing financial analysis for strategy and integration initiatives.
Collaborate with accounting and finance teams to ensure alignment between financial statements, forecasts, and management reporting.
Use ERP and FP&A planning tools to streamline data collection, analysis, and reporting.
Communicate complex financial information in a clear, concise manner to executives and non-financial stakeholders.