Financial Planning & Analysis Manager

Galloway & Company; United States; On-site; USD 140,000 - 155,000; Full time

Job summary

Galloway & Company Inc is seeking an FP&A Manager to lead financial planning, forecasting, reporting and performance analysis to support executive decision making. Reporting to the CFO, this role will build scalable processes and dashboards and support integration during growth.

Initially an individual contributor, the role will evolve to manage FP&A analysts as the function scales, translating data into insights and establishing a best-in-class FP&A infrastructure across ERP, BI and Excel

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• MBA, CPA or CFA preferred.
• 58 years of progressive experience in FP&A or related roles.
• Experience in a professional services, AEC or project-based environment preferred.
• Experience supporting high growth or acquisition-driven organizations strongly preferred.

Responsibilities

• Lead monthly, quarterly and annual budgeting, forecasting and long-range planning.
• Develop and maintain management reporting packages and executive dashboards.
• Track KPIs including utilization, revenue drivers and profitability by center.
• Support acquisition integration with pro forma reporting and synergy tracking.
• Build and maintain financial models to evaluate performance and initiatives.
• Improve reporting processes, data integrity across ERP, BI and Excel tools.
• Prepare materials for executive leadership, board and external stakeholders.

Skills

Financial modeling

Forecasting

Analytical thinking

Executive reporting

Communication skills

Presentation skills

Cross-functional collaboration

Process improvement

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics

MBA

CPA or CFA

Tools

Deltek ERP

Power BI

Adaptive Planning (EPM)

Excel / data automation tools

Job description

About the Company

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 Youll also work on diverse impactful projects alongside multidisciplinary professionals who are passionate about making a difference At Galloway youre not just building communities youre 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 processesDevelop and maintain management reporting packages MRP including variance analysis and executive dashboardsTrack and analyze key performance indicators KPIs including utilization revenue drivers and profit center performancePartner with operational leaders to provide financial insights identify risks and opportunities and support decision makingSupport acquisition integration including consolidated reporting pro forma financials and synergy trackingBuild and maintain financial models to evaluate business performance and strategic initiativesImprove financial reporting processes systems and data integrity across ERP BI and Excel based toolsStandardize reporting workflows to improve efficiency and scalabilityAssist in implementation and enhancement of FP&A tools EPM systems and reporting automationPrepare materials for executive leadership board reporting and external stakeholders as neededCollaborate with accounting to ensure alignment between financial reporting and planning processes

Required Skills & Abilities

Strong financial modeling forecasting and analytical skillsAbility to synthesize complex data into clear actionable insightsStrong communication and presentation skills including executive level reportingHigh attention to detail and accuracyStrong organizational and project management capabilitiesAbility to manage multiple priorities in a fast paced growth oriented environmentStrong business acumen and cross functional collaboration skillsDemonstrated ability to improve processes and build scalable systems

Technical Skills

Advanced Microsoft Excel and financial modelingExperience with ERP systems eg Deltek or similar project based systemsExperience with BI tools eg Power BIFamiliarity with EPM tools eg Adaptive Planning preferredExposure to data automation reporting tools or data warehousing is a plus

Competencies

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

Bachelors degree in Finance Accounting Economics or related fieldMBA CPA or CFA preferred58 years of progressive experience in FP&A corporate finance or related rolesExperience in a professional services AEC or project based environment preferredExperience supporting high growth or acquisition driven organizations strongly preferredProven experience building or improving financial reporting processes

Compensation

Base Salary 140000 155000 annually; Bonus Opportunity Supervision Given & ReceivedReports 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