Finance Manager, FP&A — AI‑Driven Forecasts & Board Reporting

Presidio Networked Solutions, LLC; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Presidio is seeking a Finance Manager, Planning & Analysis in New York to lead enterprise planning, forecasting, and reporting. This hands-on role coordinates inputs across the organization, drives variance analysis, and champions AI-driven automation to improve finance processes and team productivity.

The ideal candidate has 7+ years of corporate finance experience, strong Excel/PowerPoint skills, and a track record of producing concise leadership commentary for boards and sponsors.

Qualifications

• 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 recurring financial reporting packages for executive leadership, Boards of Directors, and/or private equity sponsors.
• Strong understanding of financial statements and ability to analyze revenue and gross profit performance and explain variances.

Responsibilities

• Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and forecast outputs.
• Own the monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering timely enterprise reporting.
• Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring schedules, commentary, and analyses are complete and presentation-ready.
• Partner with accounting, business finance, rev ops and other partners to align on assumptions and reconcile results.
• Develop and maintain recurring financial models, dashboards, and analyses to improve visibility into enterprise performance.
• Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes.

Skills

Corporate finance

Forecasting

Financial modeling

Data analysis

AI in finance

Excel

PowerPoint

Education

Bachelor's in Finance

CPA/MBA preferred

Tools

OneStream

Microsoft Dynamics 365

Power BI

ERP planning platforms

Job description

Presidio is seeking a Finance Manager, Planning & Analysis in New York to lead enterprise planning, forecasting, and reporting. This hands-on role coordinates inputs across the organization, drives variance analysis, and champions AI-driven automation to improve finance processes and team productivity.

The ideal candidate has 7+ years of corporate finance experience, strong Excel/PowerPoint skills, and a track record of producing concise leadership commentary for boards and sponsors.