Finance Planning Lead - AI-Driven FP&A

Presidio Networked Solutions, LLC; Reston (VA); On-site; USD 150,000 - 210,000; Full time

Job summary

Presidio Networked Solutions, LLC is seeking a Finance Manager, Planning & Analysis to lead enterprise forecasting, consolidation, and reporting. The role drives efficiency by applying AI and automation to finance processes, while partnering with accounting, rev ops, and business finance to align assumptions and deliver actionable insights.

You will craft recurring financial models and dashboards, coach analysts, and prepare executive-ready submissions for Board and private equity sponsors,

Qualifications

• 7+ years in corporate finance, FP&A, accounting, or related field.
• Experience owning monthly consolidation, reporting, and forecasting.
• Experience preparing recurring financial reports for leadership and sponsors.
• Ability to apply AI and automation to finance processes.
• Advanced Excel and PowerPoint, with BI tools experience.

Responsibilities

• Lead the monthly enterprise forecast process with data collection, consolidation, and quality checks.
• Own monthly financial consolidation and management reporting, ensuring accuracy and timeliness.
• Support Board and sponsor reporting with complete schedules and analyses.
• Collaborate with cross-functional partners to align assumptions and resolve data issues.
• Develop and maintain financial models, dashboards, and analyses for visibility into performance.
• Apply AI and automation to streamline data prep, validation, and reporting.
• Coach analysts and manage cross-functional deliverables and deadlines.
• Provide ad hoc analysis and support finance priorities as needed.

Skills

Forecasting

Financial Modeling

Consolidation

AI Automation

Excel

PowerPoint

BI Tools

Leadership

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

OneStream

Microsoft Dynamics 365

Power BI

Power Query

ERP / planning platforms

BI dashboards

Job description

Presidio Networked Solutions, LLC is seeking a Finance Manager, Planning & Analysis to lead enterprise forecasting, consolidation, and reporting. The role drives efficiency by applying AI and automation to finance processes, while partnering with accounting, rev ops, and business finance to align assumptions and deliver actionable insights.

You will craft recurring financial models and dashboards, coach analysts, and prepare executive-ready submissions for Board and private equity sponsors,