Financial Planning and Analysis Manager

Vertiv•Westerville, OH

12h

About The Position

The Value Realization Manager is a strategic finance role responsible for ensuring that investments, initiatives, and transformation programs deliver their intended financial and operational value. This role bridges the gap between project execution and measurable business outcomes — tracking, validating, and communicating the real-world impact of key initiatives across the organization. This individual will partner closely with Finance leadership, FP&A, Operations, IT, and business unit stakeholders to build and maintain a rigorous value tracking framework that connects initiative spend to realized benefits.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
7+ years of progressive experience in Finance, FP&A, or a related analytical role
Demonstrated experience building and managing value tracking or benefits realization frameworks
Strong financial modeling skills with the ability to translate complex initiatives into measurable financial outcomes
Experience partnering cross-functionally with Operations, IT, and senior leadership
Advanced proficiency in Excel; working knowledge of ERP systems (Oracle, or similar)
Excellent communication skills — ability to distill complex financial data into clear, actionable narratives for non-finance audiences

Nice To Haves

MBA or CPA
Experience in a manufacturing or critical infrastructure environment
Familiarity with continuous improvement / operating system frameworks (VOS, Lean, Six Sigma)
Experience with BI/reporting tools (Power BI, Tableau, or similar)
PMP or similar project management certification
Global or multi-site experience

Responsibilities

Design and maintain frameworks to quantify the financial impact of strategic initiatives, capital investments, and continuous improvement programs
Partner with initiative owners to develop robust business cases, challenge assumptions, and ensure benefit projections are grounded in realistic, measurable targets
Build and deliver recurring reporting (monthly/quarterly) that tracks projected vs. actual value delivered, including cost savings, revenue uplift, productivity gains, and working capital improvements
Serve as the central point of accountability for value realization across cross-functional teams; facilitate regular reviews with Finance leadership and initiative sponsors
Lead retrospective assessments of completed projects to validate whether expected benefits materialized and document lessons learned
Align value realization tracking with operating system methodologies (e.g., VOS, Lean, Six Sigma) to ensure CI project savings are captured and sustained
Leverage ERP systems, BI tools, and financial planning platforms (SPM) to automate tracking where possible and ensure data integrity
Flag at-risk benefits early, quantify gaps, and work with project teams to develop mitigation or recovery plans
Establish and maintain organizational standards for how value is defined, measured, and reported to ensure consistency across business units and regions