Manager FP&A
Job Overview
The FP&A Manager is responsible for leading financial planning, budgeting, forecasting, and performance analysis to support strategic and operational decision‑making. This role partners closely with senior leadership and business stakeholders to deliver actionable insights, improve financial performance, and drive long‑term growth.
Responsibilities
- Financial Planning & Forecasting
- Lead annual budgeting, rolling forecasts, and long-range financial planning processes
- Develop and maintain financial models to support strategic initiatives and investment decisions
- Analyze trends, risks, and opportunities impacting financial performance
- Management Reporting & Analysis
- Prepare monthly, quarterly, and annual financial reports for executive leadership
- Perform variance analysis (actuals vs. budget/forecast) and clearly communicate key drivers
- Translate complex financial data into actionable insights for business stakeholders
- Business Partnership
- Partner with BU leaders to understand business goals and support financial decision making
- Provide financial guidance on pricing, cost management, headcount planning, and investments
- Act as a trusted advisor to leadership on financial and operational matters
- Process Improvement & Systems
- Identify and implement improvements to financial processes, reporting, and tools
- Ensure data accuracy and consistency across financial systems
- Support FP&A systems, planning tools, and ERP integrations as needed
Supervisory Responsibility
- Provide direction to other individuals.
- Supervises, hires, trains, provides work direction, and problem-solving assistance for student workers. Also oversees the daily operations of other staff.
- Supervises staff, including hiring, scheduling, and assigning work, reviewing performance, and recommends salary increases, promotions, transfers, demotions, or terminations.
- Manages others through subordinate supervisors.
Education & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or related field required (Masters’s degree / MBA or professional certifications, preferred)
Experience
- 5–8+ years of progressive FP&A, finance, or corporate accounting experience
- Professional services, Private Equity (PE), and/or Life Sciences experiences – preferred (not required)
- Strong financial modeling, forecasting, and analytical skills
- Advanced Excel skills; experience with financial planning tools (e.g., Oracle, UKG, Hyperion, Netsuite) – preferred
- Excellent communication and presentation skills with executive‑level stakeholders
- Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment
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