Finance Manager, FP&A & AI-Driven Forecasting

Presidio, Inc.; Hauppauge (NY); Presencial; USD 130.000 - 190.000; Jornada completa

Descripción de la vacante

Presidio is seeking a Finance Manager, Planning & Analysis to lead enterprise forecasting, consolidation, and board reporting. You will coordinate inputs across the organization, build automated processes, and provide leadership to the finance team in a fast-paced, AI-enabled environment.

The role combines strong financial fundamentals with experience applying AI and automation to improve reporting quality, speed, and team productivity. Collaboration with cross-functional partners is essential.

Formación

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 7+ years of progressive experience in corporate finance, FP&A, accounting or related finance discipline.
• Ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex org.
• Experience preparing recurring financial reporting packages for exec leadership, Boards of Directors, and PE sponsors.
• Strong understanding of financial statements and ability to analyze revenue and gross profit variances.
• Experience using AI and automation to advance finance processes and productivity.
• Advanced financial modeling with attention to detail and deadlines.
• Advanced proficiency in Excel and PowerPoint; experience with planning platforms and BI tools.
• Experience coaching and developing financial analysts.
• Clear written and verbal communication skills for concise management commentary.

Responsabilidades

• Lead the monthly enterprise forecast process from data collection to forecast outputs.
• Own monthly financial consolidation and management reporting with timely enterprise reporting.
• Prepare Board and PE sponsor reporting packages with complete schedules and analyses.
• Align with partners to reconcile results and resolve data/classification issues.
• Support variance analysis for revenue and gross profit with clear explanations.
• Develop and maintain recurring financial models, dashboards, and analyses.
• Apply AI and automation to streamline data preparation, consolidation, validation, and reporting.
• Identify manual activities and implement automation to improve speed and scalability.
• Coach financial analysts and provide feedback and development opportunities.
• Coordinate cross-functional deliverables, manage risks, and communicate deadlines.
• Support ad hoc financial analyses and key finance priorities as needed.

Conocimientos

Forecasting

Financial consolidation

Management reporting

AI automation

Excel & PowerPoint

Financial analysis

Leadership coaching

Educación

Bachelor's degree in Finance, Accounting, Economics

Herramientas

OneStream

Microsoft Dynamics 365

Power BI

ERP platforms

Descripción del empleo

Presidio is seeking a Finance Manager, Planning & Analysis to lead enterprise forecasting, consolidation, and board reporting. You will coordinate inputs across the organization, build automated processes, and provide leadership to the finance team in a fast-paced, AI-enabled environment.

The role combines strong financial fundamentals with experience applying AI and automation to improve reporting quality, speed, and team productivity. Collaboration with cross-functional partners is essential.