Financial Planning & Analysis Manager

Galloway-; St. George (VT); On-site; USD 140,000 - 155,000; Full time

Job summary

Galloway & Company, Inc. seeks an experienced FP&A Manager to lead financial planning, forecasting, reporting, and performance analysis supporting executive decision-making.

You will build scalable processes and KPIs, drive integration with ERP/BI systems, and partner with leadership across the organization to enable strategic growth. The role starts as an individual contributor with a clear path to managing FP&A resources as the company scales, translating data into actionable insights and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• MBA, CPA, or CFA preferred
• 5–8 years of progressive FP&A or corporate finance experience
• Experience in a professional services, AEC, or project-based environment preferred
• Experience supporting high-growth or acquisition-driven organizations strongly preferred
• Proven experience building or improving financial reporting processes

Responsibilities

• Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes
• Develop and maintain management reporting packages (MRP), including variance analysis and dashboards
• Track and analyze KPIs, including utilization, revenue drivers, and profit center performance
• Partner with operational leaders to provide financial insights and support decision-making
• Support acquisition integration, including consolidated reporting and pro forma financials
• Build and maintain financial models to evaluate performance and initiatives
• Improve reporting processes, systems, and data integrity across ERP, BI, and Excel tools
• Standardize reporting workflows to improve efficiency and scalability
• Assist in FP&A tools and reporting automation
• Prepare materials for executive leadership and board reporting
• Collaborate with accounting to align reporting and planning

Skills

Financial modeling

Forecasting

Data synthesis

Executive reporting

Communication

Attention to detail

Project management

Cross-functional teamwork

Strategic thinking

Education

Bachelor's degree in finance

MBA/CPA/CFA preferred

Tools

Deltek

Power BI

Adaptive Planning

Job description

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Galloway & Company, Inc. is a people-first company where collaboration, innovation, and career growth are at the heart of everything we do. You will grow personally and professionally with a supportive culture, flexible work environment, and strong focus on leadership development. You'll also work on diverse, impactful projects alongside multidisciplinary professionals who are passionate about making a difference. At Galloway, you're not just building communities — you're building a fulfilling career.

Job Summary

The Financial Planning & Analysis (FP&A) Manager is responsible for leading financial planning, forecasting, reporting, and performance analysis to support executive decision-making. Reporting directly to the Chief Financial Officer (CFO), this role will build and maintain scalable financial processes, improve KPI visibility, and support acquisition integration as the organization continues to grow.

This role is initially an individual contributor position with a clear path to managing FP&A analyst resources as the function scales. The FP&A Manager will play a critical role in translating financial data into actionable insights and establishing a best-in-class FP&A infrastructure.

Duties & Responsibilities

• Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes


• Develop and maintain management reporting packages (MRP), including variance analysis and executive dashboards


• Track and analyze key performance indicators (KPIs), including utilization, revenue drivers, and profit center performance


• Partner with operational leaders to provide financial insights, identify risks and opportunities, and support decision-making


• Support acquisition integration, including consolidated reporting, pro forma financials, and synergy tracking


• Build and maintain financial models to evaluate business performance and strategic initiatives


• Improve financial reporting processes, systems, and data integrity across ERP, BI, and Excel-based tools


• Standardize reporting workflows to improve efficiency and scalability


• Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation


• Prepare materials for executive leadership, board reporting, and external stakeholders as needed


• Collaborate with accounting to ensure alignment between financial reporting and planning processes

Required Skills & Abilities

• Strong financial modeling, forecasting, and analytical skills


• Ability to synthesize complex data into clear, actionable insights


• Strong communication and presentation skills, including executive-level reporting


• High attention to detail and accuracy


• Strong organizational and project management capabilities


• Ability to manage multiple priorities in a fast-paced, growth-oriented environment


• Strong business acumen and cross-functional collaboration skills


• Demonstrated ability to improve processes and build scalable systems

Technical Skills

• Advanced Microsoft Excel and financial modeling


• Experience with ERP systems (e.g., Deltek or similar project-based systems)


• Experience with BI tools (e.g., Power BI)


• Familiarity with EPM tools (e.g., Adaptive Planning) preferred


• Exposure to data automation, reporting tools, or data warehousing is a plus

Analytical Thinking – Applies strong critical thinking to evaluate financial data and identify trends

Initiative – Proactively identifies opportunities and drives improvements

Attention to Detail – Ensures accuracy and quality in all financial outputs

Collaboration – Builds effective partnerships across finance and operations

Adaptability – Thrives in a dynamic, high-growth environment

Accountability – Takes ownership of deliverables and outcomes

Integrity – Maintains high ethical standards and confidentiality

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field


• MBA, CPA, or CFA preferred


• 5–8 years of progressive experience in FP&A, corporate finance, or related roles


• Experience in a professional services, AEC, or project-based environment preferred


• Experience supporting high-growth or acquisition-driven organizations strongly preferred


• Proven experience building or improving financial reporting processes

Compensation

Base Salary: $140,000 – $155,000 annually; Bonus Opportunity

Supervision Given & Received

Reports directly to the Chief Financial Officer (CFO) and operates initially as an individual contributor. This role is expected to evolve to include management of FP&A analyst resources as the function grows, while working closely with accounting, operations, and executive leadership to support financial planning and decision-making.