Financial Planning & Analysis Manager

Role Overview

• Conduct in-depth financial analysis of large data sets to identify trends, opportunities, and risks.
• Provide data-driven recommendations for improvement using data modeling.
• Working closely with the CFO, develop annual budgets and financial forecasts, monitor and report on budget performance and provide recommendations for adjustments as needed.
• Develop, assess, and track organization performance against key performance indicators (KPIs).
• Create and prepare comprehensive evaluations, proposals, reports and visualizations that highlight key performance metrics, including board packages.
• Prepare and present financial reports, including monthly, quarterly, and annual reports to management and stakeholders.
• Identify opportunities to reduce cost and implement strategies while maintaining operational efficiency across the organization.
• Collaborate with teams/departments across the organization to understand their financial goals and provide guidance to optimize profitability.
• Conduct financial analysis and provide insights for specific projects or initiatives based on the business needs of stakeholders and organizations.
• Recommend financial data management process improvements and policy updates.
• Provide internal training on financial management principles as needed.
• Support financial analysis requirements in due diligence activities.
• Ensure compliance with financial guidelines and standards, company policies, and relevant legal regulations.
• Stay up to date of industry trends, financial strategies, best practices, and emerging technologies.
• Perform all other duties, as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Business or related field and/or equivalent combination of education and/or experience.
• MBA preferred.
• 10+ years of progressive experience working in a Financial Analyst role.
• Work experience utilizing accounting/financial software systems such as NetSuite, MS Excel and other data management tools.
• Advanced Excel skills
• Experience working with large data sets and transforming data into actionable information to a non-financial audience
• Exceptional attention to detail
• Excellent organizational skills
• Ability to effectively prioritize multiple, competing work assignments/projects and meet deadlines
• Communication Proficiency
• Time Management
• Multitasking Skills
• Mathematical Skills
• Ability to use critical, analytical, and creative thinking skills to identify and solve problems

Benefits

• Comprehensive Health, Dental, and Vision plans
• Premier 401k retirement plan with corporate matching and a 529 college saving plan
• Tax-advantaged Health Savings Account and Dependent Care Flexible Spending Account options
• Legal Resources
• Generous work/life balance opportunities supported by a PTO bank, paid holidays, leave programs and additional flex time off
• Employee referral program
• Employee recognition, gift and reward program
• Tuition reimbursement for continuing education
• Remote or hybrid work options
• Engaging company events such as team building activities, quarterly awards, annual kick-off parties
• Employee Resource Groups such as our Values & Women’s Leadership Committees – Focusing on charitable and volunteering events to give back to our community, creating an inclusive environment for all, and fun employee activities
• Health and wellness-focused activities
• Relaxation Spaces
• In-office gourmet coffee, tea, fresh fruit and healthy snacks
• Corporate GREEN approach – tracking energy consumption for reduction and purchasing only environmentally friendly products for our offices