Financial Planning & Analysis Manager

WCG; United States; On-site; USD 82,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with company match

Flexible spending accounts

Tuition reimbursement

Certification assistance

Paid holidays, vacation, and sick time

Job summary

WCG is seeking an experienced FP&A Manager to act as a strategic partner across business units, delivering financial insights and leading budgeting, forecasting, and analysis. You will build forward-looking models and present actionable recommendations to senior leadership, guiding key investment decisions.

The role emphasizes advanced Excel, Power BI, and BI tooling, with strong communication skills to influence executive audiences and drive efficiency across the organization.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• Minimum 7 years of FP&A or corporate finance experience.
• Advanced Excel and PowerPoint with BI tooling experience.
• Strong financial modeling, budgeting, forecasting, and KPI reporting.

Responsibilities

• Partner with stakeholders to drive financial planning and reporting.
• Lead budgeting and forecasting cycles for designated areas.
• Develop and maintain financial models, dashboards, and KPIs.
• Manage variance analysis and cost control for efficiency.
• Provide ad-hoc financial modeling and ROI assessments.
• Drive process improvements and reporting automation.
• Prepare executive-level reports and present recommendations.

Skills

Financial modeling

Budgeting

Forecasting

KPI dashboards

Excel

PowerPoint

Power BI

Analytical thinking

Education

Bachelor’s degree in Finance or Accounting

Tools

NetSuite

Adaptive Insights

Job description

WCG delivers transformational solutions that accelerate clinical research and advance human health. We serve the experts, innovators, and pathfinders on the frontlines of science and medicine—empowering them to develop breakthrough therapies while ensuring the risks of progress never outweigh the value of human life. Together, we stimulate growth, maximize efficiency, and shape the future of clinical trials.

Why WCG

At WCG, we invest in our people because you are the driving force behind our mission. When you grow, our impact grows. When you thrive, research accelerates. We empower you to build a meaningful career while advancing the work that improves lives.

What We Offer

• Comprehensive health and financial protection – Medical, dental, vision, life and disability insurance, 401(k) with company match, and flexible spending accounts
• Resources that support your whole life – Employee assistance programs and work/life balance tools
• Investment in your growth – Referral bonuses, tuition reimbursement, on-the-job training, certification assistance, and continuing education support
• Time to recharge – Paid holidays, vacation, and sick time
• Pathways forward – Career development opportunities across One WCG

We practice transparency in everything we do, including compensation. The salary range for this position reflects our commitment to fair, competitive pay based on your qualifications, experience, skills, education, and location. Together, we'll find the right fit for your expertise and our shared mission.

Job Summary

The Financial Planning & Analysis (FP&A) Manager serves as a strategic partner to designated business units, corporate functions, or operational teams. This role is responsible for delivering financial insights that support decision-making, optimize performance, and ensure alignment with organizational goals. The FP&A Manager leads budgeting, forecasting, and financial analysis processes, develops forward-looking models, and provides actionable recommendations to senior leadership.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Partner with internal stakeholders across functions to provide financial planning, analysis, and reporting that drives business performance and supports strategic initiatives.
• Lead budgeting and forecasting cycles for assigned divisions, functions, or products, ensuring accuracy and alignment with corporate financial targets.
• Develop and maintain financial models, dashboards, and Key Performance Indicators (KPIs) using tools such as Excel, PowerPoint, and Power BI to deliver timely and actionable insights.
• Manage variance analysis and cost control, identifying opportunities for operational efficiency and expense optimization without compromising growth priorities.
• Provide ad‑hoc financial modeling, Return on Investment (ROI) assessments, and scenario planning to support new initiatives and investment decisions.
• Drive process improvements and reporting automation to enhance efficiency and scalability of FP&A deliverables.
• Prepare and present executive‑level reports and recommendations that clearly communicate trends, risks, and opportunities.
• May indirectly support or lead others through project assignments.
• Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.
• Attendance and punctuality are essential functions of the position.

Education Requirements

• Bachelor’s degree required, concentration in Finance or Accounting.

Qualifications/Experience

• Minimum of 7 years of progressive experience in FP&A, corporate finance, or related roles.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial reporting systems (e.g., NetSuite, Adaptive Insights) and BI tools (e.g., Power BI) preferred.
• Strong financial modeling, budgeting, KPI & dashboard reporting, and forecasting skills. Must be able to rapidly assimilate financial data from disparate systems and databases to produce timely, accurate, and executive‑level reporting and analysis.
• Ability to synthesize complex data into clear, actionable insights for senior leadership.
• Experience in process improvement and reporting automation.Comfortable working in dynamic, fast‑paced environments and managing multiple priorities.
• Excellent interpersonal and communication skills; ability to influence decisions through data‑driven analysis.
• Comfortable presenting financial information to executive audiences.

TRAVEL REQUIREMENTS: 0% – 5%

Pay Range

USD $82,080.00 - USD $130,000.00 /Yr.

EEOC Statement

WCG is proud to be an equal opportunity employer – Qualified applicants will receive consideration for employment based on merit and without regard to race, color, national origin or ancestry, religion or creed, sex, sexual orientation, gender expression, gender identity, age, marital status, family or parental status, disability, genetic information, citizenship, veteran status, or any other legally recognized basis or status protected by federal, state, or local law. WCG complies with the Vietnam Era Veterans' Readjustment Act and Section 503 of the Rehabilitation Act. We promote a "One WCG" culture where all are welcome, respected, valued, and empowered to make a difference every day to advance clinical research.