Sr. Financial Planning & Analysis Manager

ISACA

1d•Onsite

About The Position

The Sr. FP&A Manager is a strategic finance leader responsible for driving business performance, enabling scalable financial planning, and delivering actionable insights to support organizational growth. This role partners closely with senior leadership across business lines to lead budgeting, forecasting, long-range planning, and P&L management, ensuring financial outcomes are aligned with strategic objectives. A key focus of this role is building and enhancing driver-based forecasting models, improving forecasting accuracy, and enabling data-driven decision-making through automation and scalable FP&A processes. The Sr. FP&A Manager will also play a critical role in developing executive-level reporting, analyzing revenue and expense performance, and identifying opportunities to optimize margins and operational efficiency. This role requires strong cross-functional collaboration and the ability to translate complex financial data into clear, actionable insights for executive stakeholders. The ideal candidate will bring experience in advancing FP&A systems, improving reporting infrastructure, and supporting high-growth or evolving business environments.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
8+ years of progressive experience in FP&A, corporate finance, or related financial roles with a minimum of 3 years in a senior FP&A, finance manager, or equivalent leadership role
Strong background in: Budgeting, forecasting, and long-range planning
Driver-based financial modeling and scenario analysis
Executive reporting and KPI development
Variance analysis (revenue, margin, operating expenses)
Experience working in a matrixed or cross-functional environment, partnering with senior leaders/executives
Proven track record of improving or scaling FP&A processes, ideally including automation, reporting tools (e.g., Power BI, Tableau, Adaptive, Anaplan, Hyperion, etc.)
Strong analytical and quantitative skills, including driver-based forecasting and scenario planning.
Experience with corporate performance management (CPM/EPM) systems and planning processes such as Netsuite, SAP, Workday, etc.
Advanced Excel and strong data analysis skills; ability to build repeatable reporting/forecast models.
Financial modeling and business case development (TCO/ROI, NPV/IRR, sensitivity analysis)
Strategic finance partner who translates enterprise priorities into measurable plans, resource trade-offs, and decision-ready recommendations for leaders across Finance, Technology, Product, and Marketing.
Skilled in driver-based planning, forecasting, and variance analysis; comfortable building models from ambiguous inputs and documenting assumptions.
Strong analytics and data fluency (BI and foundational SQL preferred); validates data quality and ensures consistent KPI definitions across stakeholders.
Process improvement mindset: automates repeatable reporting/planning workflows, improves controls/documentation, and reduces cycle time.
Strong command of corporate finance fundamentals, unit economics, and investment evaluation (TCO/ROI, NPV/IRR, payback) with a pragmatic, business-oriented approach.
Systems mindset; experience partnering across ERP/CRM/CPM environments (e.g., Fonteva, Salesforce) and translating business needs into reporting and planning requirements.
Executive communication and storytelling; synthesizes complex analysis into clear narratives, options, and recommendations for senior leaders.
Influences without authority and builds strong cross-functional relationships; facilitates alignment on priorities, trade-offs, and accountability.

Nice To Haves

MBA or Master’s degree preferred
10+ years of progressive experience in FP&A, corporate finance, or related financial roles with 5 years in a senior FP&A, finance manager, or equivalent leadership role
FP&A/finance systems: CPM/EPM (e.g., NetSuite, SAP, Workday, Sage Intact, etc.)
BI and dashboarding (Power BI, Tableau, Qlik, Looker) with ability to communicate insights to executives
Data fluency: SQL and data modeling concepts; experience automating recurring reporting/forecast processes (e.g., Power Query, scripting, or planning tool automation) and using AI-assisted tools with appropriate validation and controls.
CPA, FPAC, CFA

Responsibilities

Lead enterprise-wide budgeting, forecasting, and long-range planning across profit and cost centers.
Develop and maintain driver-based financial models that enhance forecast accuracy, improve visibility into business performance, and proactively identify risks and opportunities.
Partner with executive leadership to deliver actionable insights that inform strategic and operational decision-making.
Own financial oversight for assigned business areas, including full P&L accountability and monthly business performance reviews with senior leaders.
Analyze financial results, key business drivers, and trends (MoM/YoY), translating findings into clear recommendations that drive performance improvement.
Evaluate business cases by assessing ROI, total cost of ownership, and strategic alignment; define success metrics; and partner with business and technology leaders to ensure investments deliver expected financial and operational outcomes.
Lead international revenue reporting and analysis, synthesizing regional and country-level performance into executive-ready insights.
Interpret growth trends, variance drivers, and forecast performance to support strategic decision-making across global leadership teams.
Provide financial oversight for strategic investments, including operating expenses and capital expenditures.
Monitor performance against plan, analyze variances, and partner with stakeholders to optimize investment outcomes and realign priorities as needed to maximize financial and operational impact.
Lead the ongoing evolution of FP&A capabilities by enhancing automation, reporting infrastructure, and planning systems.
Drive improvements in scalability, efficiency, and data transparency across forecasting, reporting, and decision-support processes.
Partner with Accounting to ensure accuracy and integrity of financial results during monthly and annual close processes.
Serve as a senior finance leader to strengthen cross-functional alignment, governance, and financial discipline across the organization.
Provide ad hoc financial analysis and decision support to senior leadership, including special projects such as buy vs. build evaluations, partnership and M&A support, one-time scenario and sensitivity analyses, and cross-functional reporting requests.
Deliver clear, data-driven insights to support timely and informed business decisions.