Financial Planning and Analysis Manager

TalentoHC; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

TalentoHC in Boca Raton, FL, is seeking an experienced FP&A professional to support budgeting, forecasting, scenario planning, and long-range financial models across the organization.

You will work with CFO and finance team, maintain three-statement models monthly, perform variance analysis, and help prepare board materials for strategic planning initiatives.

Qualifications

• Requires 6+ years of professional experience in FP&A or similar.
• Bachelors degree in Accounting or Finance.
• Proficient in Microsoft Excel, including advanced features.
• Experience with SAP is a plus.

Responsibilities

• Own portions of budget, forecasts, and long-range planning with finance leadership.
• Support annual budgeting and monthly reforecast cycles.
• Develop cross-functional relationships to align financial and corporate goals.
• Improve FP&A processes and data integrity through best practices.
• Maintain dynamic models to evaluate end-to-end financial impacts of changes.
• Maintain and update three-statement financial model monthly.
• Collaborate with Accounting on ad-hoc projects and reporting.
• Identify initiatives to improve financial and operational processes as the business scales.
• Prepare variance analyses comparing Actuals vs Budget, Forecast, Prior Year, and key drivers.

Skills

Advanced Excel

Budgeting & Forecasting

Financial modeling

Cross-functional collaboration

Analytical thinking

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

SAP

Job description

Position Summary:

This position is responsible for supporting the FP&A function and working cross functionally across the organization. This position will support the budgeting, forecasting, scenario planning, and long-range financial models, as well as support the monthly variance analysis process.

Key Duties:

• Own portions of the budget, quarterly forecasts, and long-range financial planning process, working closely with CFO and other members of the finance team.


• Support the annual budgeting process and monthly reforecasting cycles


• Develop relationships with key stakeholders to ensure cross functional alignment of financial and corporate goals, including internal department heads


• Work with team to develop, optimize, and standardize FP&A processes through the adoption of best practices and drive continuous improvement in FP&A processes, data integrity, and system utilization


• Maintain dynamic models to evaluate the end-to-end financial impacts of cost changes, supplier decisions, and process improvements (e.g. Inventory Model)


• Maintain and improve the three-statement financial model on a monthly basis


• Collaborate with the Accounting team and with other departments to perform ad-hoc projects on an as-needed basis


• Work cross-functionally to identify initiatives that improve financial and operational processes as the business scales


• Prepare variance analysis comparing Actuals vs Budget, Forecast, Prior Year, and key business drivers on a monthly basis


• Partner closely with Accounting to ensure accurate reporting and alignment between actuals and forecasts


• Support board materials, leadership presentations, and strategic planning initiatives

Education Requirements:

Bachelors degree in Accounting or Finance

Experience Requirements:

Requires 6+ years of professional related work experience. Manufacturing experience a plus. Industry experience a plus. Proficient in Microsoft Office Suite, including advanced Excel skills. SAP experience a plus. Must be financial/detail oriented, possess excellent analytical abilities and be customer oriented. Must possess excellent communication skills.