Manager - Financial Planning and Analysis
JOB SUMMARY
The Manager - FP&A acts as a strategic financial partner to executive leadership, driving enterprise-wide budgeting, forecasting, financial modeling, and performance analytics. Reporting directly to the CFO, this role delivers actionable commercial insights and strategic decision support to evaluate organizational performance, track operational key indicators, and identify value-creation opportunities across all business units.
Key Areas
Financial Planning & Budgeting
• Lead the annual operating budget process and long-term strategic financial planning cycles across all business divisions.
• Develop, roll out, and manage dynamic rolling forecast models (monthly, quarterly) reflecting business drivers and market shifts.
• Establish standard financial planning guidelines, targets, and templates for departmental stakeholders.
Performance Analysis & Decision Support
• Analyze monthly financial results (P&L, Balance Sheet, Cash Flow), identifying budget-vs-actual variances, trends, risks, and opportunities.
• Partner with operational business leads to evaluate commercial performance, unit economics, product profitability, and channel margins.
• Provide actionable executive insights and recommendations to support revenue growth, cost containment, and margin expansion.
Financial Modeling & Business Cases
• Build robust, multi-scenario financial models to evaluate strategic initiatives, capital expenditure proposals (CapEx), and new business opportunities.
• Perform ROI and payback analyses on major investments, technology upgrades, and operational projects.
• Support executive leadership and the CFO with ad-hoc strategic modeling, board presentation decks, and investor material.
Management Reporting & Dashboards
• Design and maintain executive dashboards and KPI scorecards to monitor key driver performance across departments.
• Deliver monthly management reporting packages summarizing financial performance, business drivers, and operational risks.
• Collaborate with Finance Operations to align accounting practices with managerial reporting requirements.
Process Enhancement & Systems
• Continuously enhance FP&A tools, reporting processes, and business intelligence (BI) systems.
• Drive automation across forecasting workflows, financial reporting pipelines, and data integration efforts.
Skills
Educational and Experience
• Education: Master’s or Bachelor’s Degree in Finance, Economics, Accounting, or Quantitative Business field.
• Professional Certification: Professional qualification required/preferred: CFA, CMA, ACCA, or MBA (Finance).
• Experience: 6–9 years of progressive experience in corporate financial planning, management consulting, or corporate strategy, with at least 2–3 years leading an FP&A function.
• Technical Systems: Expert proficiency in financial modeling, Excel, Business Intelligence tools (Power BI/Tableau), and ERP systems (Dynamics/SAP/Oracle).
Skills & Competencies:
Technical Competencies:
• Advanced Corporate Financial Modeling & Valuation
• Budgeting, Forecasting & Variance Analysis
• Strategic Decision Support & Commercial Analysis
• BI & Data Analytics Visualization
Behavioral Traits:
• Strategic Mindset & Executive Presence
• Strong Stakeholder Management & Influence
• Problem-Solving & Analytical Rigor
• Clear Business Communication & Storytelling with Data