Financial Planning and Analysis Manager

Creative Financial Staffing, LLC; Bartlett (IL); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule after training

Job summary

Creative Financial Staffing, LLC is seeking a Financial Planning & Analysis Manager to step into a leadership role, guiding FP&A initiatives with direct exposure to executive leadership. The role includes mentoring a junior analyst, delivering P&L analysis, and presenting insights to the CFO and other senior stakeholders.

The position emphasizes advanced analytics using Power BI and SQL, with a hybrid schedule featuring three in-office days after training.

Qualifications

• 4+ years of FP&A experience.
• Advanced Excel skills.
• SQL and/or Power BI data analysis experience.

Responsibilities

• Partner with department leaders and the CFO to support financial planning and business decisions.
• Lead budgeting, forecasting, and revenue analysis across multiple locations.
• Perform P&L analysis, variance reporting, and monthly executive reporting.
• Develop dashboards and leverage SQL/Power BI to analyze financial performance and trends.
• Present financial results, insights, and recommendations to executive leadership.

Education

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

Tools

SQL

Power BI

Advanced Excel

Job description

Ready to step into leadership from a Senior Financial Analyst role? This is an excellent opportunity to gain direct exposure to executive leadership, lead key FP&A initiatives, and help drive strategic decision‑making across a growing multi-national organization.

Financial Planning & Analysis Manager

Why This Opportunity Stands Out:

• Clear path from Senior Financial Analyst to FP&A leadership
• Direct partnership with executive leadership, including the CFO
• High visibility role presenting insights and recommendations to senior stakeholders
• Opportunity to lead and mentor a junior analyst
• Exposure to advanced analytics tools including Power BI and SQL
• Hybrid schedule with 3 days in-office after training

Target Compensation: $100,000 – $120,000

Key Responsibilities for the Financial Planning & Analysis Manager:

• Partner with department leaders and the CFO to support financial planning and business decisions
• Lead budgeting, forecasting, and revenue analysis across multiple locations
• Perform P&L analysis, variance reporting, and monthly executive reporting
• Develop dashboards and leverage SQL/Power BI to analyze financial performance and trends
• Present financial results, insights, and recommendations to executive leadership

Qualifications for the Financial Planning & Analysis Manager:

• 4+ years of FP&A experience
• Advanced Microsoft Excel skills
• Experience with SQL and/or Power BI for data analysis and reporting
• Bachelor’s degree in Finance, Accounting, Economics, or a related field