Financial Planning and Analysis Manager

Talentohc; Boca Raton (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Talentohc in Boca Raton is seeking an experienced finance professional to support the FP&A function across budgeting, forecasting, scenario planning and long-range financial models. You will work with the CFO and cross-functional teams to drive data-driven decisions and improve financial planning processes.

The role emphasizes monthly variance analysis, dynamic modeling, and collaboration with Accounting and operations to align financial plans with strategic goals.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 6+ years of professional experience in related roles.
• Proficient in Microsoft Office, especially Excel; SAP experience a plus.

Responsibilities

• Own portions of the budget, quarterly forecasts, and long-range FP&A planning.
• Support annual budgeting and monthly reforecasting cycles.
• Develop relationships with stakeholders to align financial goals.
• Standardize FP&A processes and drive continuous improvement.
• Maintain and improve three-statement financial model monthly.
• Prepare variance analyses comparing Actuals vs Budget/Forecast.
• Collaborate with Accounting on reporting accuracy and alignment.
• Contribute to board materials and leadership discussions.

Skills

Financial analysis

Advanced Excel

Budgeting

Cross-functional collaboration

Attention to detail

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.