Sr. Manager Financial Planning & Analysis (FP&A)

Postino WineCafe•Phoenix, AZ

7d•Onsite

About The Position

We are seeking an experienced and strategic Sr. Manager of Financial Planning & Analysis (FP&A) to lead our financial planning, budgeting, forecasting, and analysis efforts, reporting directly to the VP of FP&A. The successful candidate will be a key leader in the Finance organization, partnering with executive leadership and department heads to drive financial performance, strategic decision-making, and operational excellence. This role requires a strong financial acumen, exceptional analytical skills, and proven leadership abilities. This role is on-site at the Upward Projects HQ in Phoenix, AZ.

Requirements

Minimum of 8-10 years of progressive experience in FP&A, corporate finance, or related fields, with at least 3-5 years in a leadership/management role.
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
Expert proficiency in financial modeling, forecasting, and budgeting techniques.
Exceptional analytical, problem-solving, and decision-making skills.
Demonstrated ability to communicate complex financial information clearly and effectively to both financial and non-financial audiences.
Advanced knowledge of financial reporting and general accounting principles (GAAP).
Strong proficiency with financial planning software and ERP systems (e.g.,Netsuite, Great Plains, Adaptive Planning, Workday, etc).

Nice To Haves

Experience working with and pulling data directly from data warehouses strongly preferred (e.g., PostgreSQL, Snowflake, etc)
Experience with BI Platforms a plus (e.g., Tableau, Power BI, Looker, etc)

Responsibilities

Lead the annual budgeting, multi-year strategic planning, and quarterly forecasting processes.
Develop and maintain robust financial models to support business projections, evaluate strategic initiatives, and assess key risks and opportunities.
Conduct in-depth financial analysis of operational results, providing timely and insightful reports to the executive team and Board of Directors.
Drive continuous improvement in FP&A processes, systems, and reporting capabilities.
Serve as a primary finance business partner to executive leaders, offering financial expertise and guidance to support business unit strategies and performance.
Develop and monitor key performance indicators (KPIs) and metrics to track business health and drive accountability across the organization.
Support pricing, new product development, and capital expenditure decisions with rigorous financial modeling and analysis.
Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous learning.
Collaborate cross-functionally with Accounting, Operations, Sales, and other departments to ensure alignment on financial goals and data integrity.

Benefits

Excellent benefit and compensation package
Paid time off and earned paid sick time
Fitness discount programs
401K with company match
A people focused culture united by our shared values
Unlimited growth opportunities, with several new restaurant openings
Having a voice. We provide empowerment and influence to all our team members
Opportunity to build deep, meaningful, and lasting relationships with colleagues
Recognition and rewards for your hard work and tenure
Generous meal benefit program