Finance Planning & Analysis Manager — AI Forecasting

Presidio, Inc.; New York (NY); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Presidio is seeking a Finance Manager, Planning & Analysis in New York to lead the enterprise forecast, consolidation, and reporting processes. The role collaborates with accounting, rev ops, and business partners to align assumptions and analyze revenue and gross profit variances, while driving automation and AI-enabled improvements.

The ideal candidate has 7+ years in corporate finance/FP&A, advanced modeling skills, and strong communication to present concise management commentary for

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.
• Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
• Experience contributing to preparing 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 the ability to manage multiple recurring deadlines.
• Advanced proficiency in Microsoft Excel and PowerPoint and experience working with enterprise financial systems, planning platforms, and business intelligence 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 business partners to align on assumptions, reconcile actual results to management reporting and resolve data, mapping, or classification issues.
• Support revenue and gross profit variance analysis by identifying key drivers versus prior forecast, budget, and prior periods and coordinating clear explanations 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 appropriate controls.
• Identify recurring manual activities and implement practical automation solutions that improve speed, accuracy, and scalability.
• Coach and develop financial analysts through clear work planning, review of analyses and deliverables, actionable feedback, and on-job skill 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

Microsoft Excel

PowerPoint

Financial modeling

Analytical skills

Forecasting

Leadership

Data-driven decisions

Educación

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

Herramientas

OneStream

Microsoft Dynamics 365

Power BI

ERP platforms

Planning platforms

Descripción del empleo

Presidio is seeking a Finance Manager, Planning & Analysis in New York to lead the enterprise forecast, consolidation, and reporting processes. The role collaborates with accounting, rev ops, and business partners to align assumptions and analyze revenue and gross profit variances, while driving automation and AI-enabled improvements.

The ideal candidate has 7+ years in corporate finance/FP&A, advanced modeling skills, and strong communication to present concise management commentary for