Finance FP&A Lead: AI-Driven Forecasting & Insights

Presidio, Inc.; Reston (VA); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Presidio is seeking a Finance Manager, Planning & Analysis to lead enterprise planning, forecasting, and monthly consolidation. You will drive management reporting, variance analysis, and analytics to support executive leadership, boards, and private equity sponsors.

The role emphasizes applying AI and automation to improve finance processes while mentoring a team of analysts. You will collaborate with accounting, rev ops, and business partners to ensure accurate, timely reporting and robust

Formación

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive experience in corporate finance, FP&A, accounting, or related finance discipline.
• Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
• Experience contributing to the preparation of recurring financial reporting packages for executive leadership, Boards of Directors, and/or private equity sponsors.
• Strong understanding of financial statements and proven ability to analyze revenue and gross profit performance and explain variances clearly.
• Demonstrated experience using AI and automation to advance finance processes, including practical examples of improving analysis, reporting, forecasting, or team productivity.
• Advanced financial modeling and analytical skills, with strong attention to detail and ability to manage multiple recurring deadlines.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience working with enterprise financial systems, planning platforms, and BI tools.
• Experience coaching, reviewing the work of, and developing financial analysts.
• Clear written and verbal communication skills, including the ability to translate financial results into concise management commentary.

Responsabilidades

• Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and preparation of forecast outputs.
• Own the monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering accurate, timely enterprise reporting.
• Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring financial schedules, commentary, and supporting analyses are complete, consistent, and presentation-ready.
• Partner with accounting, business finance, rev ops and other partners to align on assumptions, reconcile actual results to management reporting and resolve data issues.
• Support revenue and gross profit variance analysis by identifying key drivers and explaining differences with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes while maintaining controls.
• Identify recurring manual activities and implement automation to improve speed, accuracy, and scalability.
• Coach and develop financial analysts through planning, review, feedback, and on-job development.
• Coordinate cross-functional deliverables and deadlines, communicate risks early, and follow issues through resolution.
• Support ad hoc financial analysis and recurring finance priorities as needed.

Conocimientos

Financial planning

Forecasting

Management reporting

Variance analysis

Automation

Educación

Bachelor's degree in Finance/Accounting/Economics

Herramientas

OneStream

Microsoft Dynamics 365

Power BI

Power Query

Microsoft Copilot

Descripción del empleo

Presidio is seeking a Finance Manager, Planning & Analysis to lead enterprise planning, forecasting, and monthly consolidation. You will drive management reporting, variance analysis, and analytics to support executive leadership, boards, and private equity sponsors.

The role emphasizes applying AI and automation to improve finance processes while mentoring a team of analysts. You will collaborate with accounting, rev ops, and business partners to ensure accurate, timely reporting and robust