Financial Planning and Analysis Manager

Job Summary:

The FP&A Manager is a critical role responsible for providing financial planning, analysis, and reporting to support strategic decision-making. This individual will partner closely with various departments across the organization to develop budgets, forecasts, and performance analyses. The FP&A Manager will play a key role in driving financial efficiency, identifying opportunities for improvement, and ensuring the company achieves its financial goals.

Reports To: CFO

Responsibilities:

• Financial Planning & Budgeting:

o Lead the annual budgeting process, working collaboratively with department heads to develop realistic and achievable budgets.

o Develop and maintain detailed financial models for forecasting, scenario planning, and long-range strategic planning.

o Monitor budget performance against actual results, analyze variances, and provide insightful explanations to management.

o Implement and maintain budgeting policies and procedures.

• Forecasting & Reporting:

o Develop and maintain rolling forecasts, incorporating current business trends and strategic initiatives.

o Prepare regular financial reports (e.g., monthly, quarterly, annual) including variance analysis, key performance indicators (KPIs), and financial summaries.

o Design and implement insightful management reports to track performance against targets and provide actionable insights.

o Ensure the accuracy and integrity of financial data used for reporting and analysis.

• Financial Analysis & Business Partnering:

o Conduct in-depth financial analysis on business performance, identifying trends, risks, and opportunities.

o Partner with department heads to understand their business drivers, financial performance, and provide financial guidance and support.

o Evaluate potential investments, projects, and strategic initiatives through financial modeling and analysis (e.g., ROI, NPV, IRR).

o Develop and track key performance indicators (KPIs) to monitor business performance and drive accountability.

o Provide ad-hoc financial analysis and support for strategic projects and initiatives.

• Process Improvement & Systems:

o Identify and implement opportunities to improve FP&A processes, efficiency, and accuracy.

o Contribute to the development and implementation of financial planning and reporting systems.

o Ensure compliance with internal controls and financial regulations.

• Team Leadership & Development:

o Manage and mentor junior FP&A team members, providing guidance, coaching, and development opportunities.

o Foster a collaborative and high-performing team environment.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 5 years of progressive experience in Financial Planning & Analysis.

• Strong understanding of financial principles, accounting concepts, and financial modeling techniques.

• Excellent analytical, problem-solving, and critical thinking skills.

• Proficiency in financial planning and reporting software (e.g., Hyperion, Anaplan…) and BI tools (eg Power BI, Tableau)

• Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, and data analysis).

• Strong communication and presentation skills, with the ability to effectively communicate financial information to both finance and non-finance audiences.

• Ability to work independently and as part of a team in a fast-paced environment.

• Strong attention to detail and accuracy.

Preferred Qualifications:

• MBA or relevant professional certification (e.g., CFA, CPA, CMA, ACCA).

• Experience with data visualization tools (e.g., Tableau, Power BI).

• Experience with ERP systems (e.g., SAP, Microsoft Dynamics, Business Central).

Skills:

• Financial Modeling

• Budgeting & Forecasting

• Variance Analysis

• Financial Reporting

• Strategic Planning

• Business Partnering

• Data Analysis

• Problem-Solving

• Communication (Written & Verbal)

• Presentation Skills