Financial Planning & Analysis Manager

Creative Financial Staffing (CFS); Village of Germantown (WI); Hybrid; USD 110,000 - 140,000; Full time

Job summary

A leading financial staffing agency is seeking a Financial Planning & Analysis Manager to enhance profitability through data analytics and financial modeling. This mid-senior level role offers a hybrid work environment, strong work/life balance, and advancement opportunities within a family-friendly culture.

Benefits

Flexible Work Schedules

Family-Friendly Culture

Advancement Opportunities

Great Perks & Benefits

Nice Corporate HQ

Qualifications

• 5-7+ years of relevant experience in finance.
• Experience with financial reporting and analysis.
• Strong understanding of accounting flows.

Responsibilities

• Drive overall profitability through data analytics and reporting.
• Develop process improvements and documentation.
• Analyze P&L month-over-month.

Skills

Data Analytics

Financial Modeling

Process Improvement

KPI Development

Trend Analysis

Education

Bachelor's degree in Finance or related field

MBA or Master’s degree

Tools

Financial Reporting Software

Job description

Join to apply for the Financial Planning & Analysis Manager role at Creative Financial Staffing (CFS).

Company and Opportunity

CFS is engaged with a top-rated employer in the Germantown/Menomonee Falls Market seeking a Financial Planning & Analysis Manager to join their growing team.

Why Consider This Company

• Top Rated Employer in the Market
• Flexible Work Schedules Offered! Hybrid Work Environment
• Family-Friendly Culture - Strong Work/Life Balance
• Impact organization company-wide
• Advancement Opportunities
• Great Perks & Benefits
• Nice Corporate HQ

Responsibilities

• Drive overall profitability through data analytics and reporting
• Understand accounting flows (e.g., month-end close)
• Develop process improvements and documentation
• Create financial models, analysis tools, KPIs, and identify trends
• Analyze P&L month-over-month
• Assist with budgets and forecasts
• Become SME with financial reporting software
• Handle ad-hoc requests

Preferred Experience

• Bachelor's degree in Finance or related field
• MBA or Master’s degree preferred
• 5-7+ years of relevant experience

Additional Details

• Salary Range: $110,000 - $140,000/year
• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Accounting