Financial Planning & Analysis Manager (FP&A)

Blue Ridge Associates; Oregon; Híbrido; USD 110.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

HSA with company contribution

Generous PTO for parental leave, vacay

Professional development support

Competitive benefits package

Descripción de la vacante

Blue Ridge Associates is seeking a Financial Planning & Analysis Manager (FP&A) to partner with business leaders, own revenue forecasting, and deliver actionable financial insights. This remote role supports firms nationwide, building reporting and models to improve profitability and strategic decision-making.

The ideal candidate will leverage AI-enabled tools, modern data platforms, and advanced Excel skills to automate processes, drive efficiency, and provide executives with clear, data-driven

Formación

• Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or related field.
• 4–7 years of FP&A, financial consulting, or related analytical roles.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel capabilities and experience with large datasets.
• Experience communicating findings and recommendations to business leaders.

Responsabilidades

• Lead revenue forecasting, forecasting, and reporting for sales performance and growth.
• Own revenue forecasts and KPIs.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Deliver executive-level reporting and presentations translating data into recommendations.
• Partner with finance, accounting, sales, and operations to align insights with strategy.
• Drive automation of reporting and data governance improvements.

Conocimientos

Financial modeling

Advanced Excel

Data-driven storytelling

Cross-functional collaboration

Project management

Analytical mindset

Communication with leadership

Educación

Bachelor's degree in Finance, Accounting, Economics, Business, Analytics

MBA, CFA, or related advanced certification (plus)

Herramientas

Data warehouses

Reporting databases

Enterprise data environments

AI-enabled analytics tools

Descripción del empleo

Financial Planning & Analysis Manager

REMOTE • 401(k) and PensionWhere Technical Expertise Meets Purpose-Driven ImpactBuild your career while helping people build a stronger financial future.At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.

About Blue Ridge Associates

Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.Join us in doing work that matters.That’s Where You Come in as a Financial Planning & Analysis Manager (FP&A)Blue Ridge Associates is seeking a strong analytical problem solver who can leverage technology and automation to enhance reporting, forecasting, and operational efficiency. While operating as an individual contributor, the role also provides functional guidance and collaboration with a global team supporting FP&A initiatives.

Job Overview

As a Financial Planning & Analysis Manager (FP&A), you’ll serve as a strategic business partner responsible for revenue forecasting, sales analytics, financial planning, and budgeting support. This role works closely with internal teams to turn complex data into actionable insights that drive growth and improve business performance.

Your Responsibilities

• Financial Planning & AnalysisLead financial planning, forecasting, and reporting activities related to sales performance and revenue growth.
• Own revenue forecasts and key performance metrics.
• Support monthly, quarterly, and annual forecasting and budgeting processes.
• Complete performance variance analysis and provide meaningful explanations of financial results.
• Build business cases and financial models to support strategic initiatives and investments.
• Deliver executive-level reporting and presentations that translate complex data into clear recommendations.
• Evaluate business performance and identify opportunities to improve profitability and financial outcomes.
• Data and Process ImprovementAssess decentralized data sources and help determine the appropriate datasets needed for analysis and reporting.
• Partner with business stakeholders and data teams to improve data governance, reporting accuracy, and data warehouse utilization.
• Identify and implement process improvements that reduce manual effort and increase reporting efficiency.
• Drive initiatives to automate reporting and move away from highly manual Excel-based processes while maintaining strong analytical rigor.
• Leverage AI and advanced analytics tools to improve forecasting, reporting, and decision-making capabilities.
• Cross-Functional CollaborationPartner with Finance, Accounting, Sales, Operations, and Technology teams to align financial insights with business strategy.
• Serve as a trusted advisor to business leaders by providing data-driven recommendations.
• Perform other tasks as assigned.

Requirements

• What We’re Looking for in a Financial Planning & Analysis Manager (FP&A)We’re seeking a strong problem solver that enjoys analyzing data and developing practical solutions. We need a self-starter who can independently drive projects from concept through implementation.
• Required experienceBachelor's degree in Finance, Accounting, Economics, Business, Analytics, or a related field.
• 4-7 years of experience in FP&A, financial consulting, management consulting, business analytics, corporate finance, or related analytical roles.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel capabilities and experience working with large datasets.
• Experience communicating findings and recommendations to business leaders.
• Strong business acumen and ability to connect financial results to operational performance.
• Experience managing multiple projects and priorities in a fast-paced environment.
• Preferred experienceExperience working in financial services industry.
• Experience working with data warehouses, reporting databases, or enterprise data environments.
• Familiarity with AI-enabled tools and technologies used to improve analytics and reporting processes.
• MBA, CFA, or related advanced certification is a plus.

Why You’ll Love Working Here as a Financial Planning & Analysis Manager (FP&A)

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
• Join Us as We Build Wealth for Generations

Our Vision & Values

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy – Supporting regulatory changes that benefit employers and employees
• Collaboration – Trusted partners to clients, advisors, and teammates
• Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Compensation

Blue Ridge is committed to equal pay and pay transparency.The annual base salary range for this position is $110,000 - $125,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.Equal Opportunity EmployerMust be authorized to work in the US