Financial Planning and Analysis Manager

Addison Group; Brandon (FL); On-site; USD 100,000 - 130,000; Full time

Job summary

Addison Group in Brandon, FL is seeking a Financial Planning and Analysis Manager to lead budgeting, forecasting, and financial modeling. The role partners with senior leadership to deliver insights for growth, capital investments, and long-term strategy.

The successful candidate will drive multi-year planning, build dashboards in Power BI, and collaborate across Accounting, Operations, and IT to ensure data accuracy and robust reporting. This is an in-office, full-time role in Brandon, FL.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4–7 years of progressive FP&A experience.
• Advanced Power BI experience, including dashboards built from scratch.
• Strong financial modeling skills: forecasting, scenario analysis, CapEx, ROI.
• Experience with large data sets and translating financial information into insights.
• ERP experience; multi-location or multi-entity exposure.

Responsibilities

• Lead the annual budgeting and forecasting process, including rolling forecasts, multi-year planning, and scenario analysis.
• Develop detailed financial models to evaluate capital expenditures, equipment investments, ROI, and expansion opportunities.
• Perform monthly actual vs. budget vs. forecast variance analysis, identifying key business drivers and trends.
• Analyze branch performance, equipment utilization, rental rates, and profitability.
• Support financial analysis for new locations, expansion initiatives, and potential acquisitions.
• Build and deliver monthly and quarterly management reporting packages and executive-level presentations.
• Create and maintain Power BI dashboards and automated reporting tools to improve visibility and reduce manual Excel reporting.
• Translate financial and operational data into clear, actionable recommendations for leadership.
• Present financial results, forecasts, and models to senior leaders and stakeholders.
• Partner with Accounting, Operations, IT, and other teams to ensure data accuracy and consistent reporting.
• Support financial reporting and analysis for lenders, auditors, and other external stakeholders.

Skills

FP&A experience

Financial modeling

Advanced Excel

Strong communication

Presentation skills

ERP experience

Education

Bachelor's degree in Finance or related field

Tools

Power BI

Excel

Job description

Position: Financial Planning and Analysis Manager

Role: Direct Hire

Location: Brandon, FL – fully in office

Pay: $100 – 130k

About the Opportunity

A growing Tampa-based organization is seeking an experienced FP&A Manager to play a key role in budgeting, forecasting, financial modeling, and management reporting. This position offers the opportunity to work closely with senior leadership and provide the financial insights needed to support business growth, operational performance, capital investments, and long-term strategy.

What You’ll Do

• Lead the annual budgeting and forecasting process, including rolling forecasts, multi-year planning, and scenario analysis


• Develop detailed financial models to evaluate capital expenditures, equipment investments, ROI, and expansion opportunities


• Perform monthly actual vs. budget vs. forecast variance analysis, identifying key business drivers and trends


• Analyze branch performance, equipment utilization, rental rates, and profitability


• Support financial analysis related to new locations, expansion initiatives, and potential acquisitions


• Build and deliver monthly and quarterly management reporting packages and executive-level presentations


• Create and maintain Power BI dashboards and automated reporting tools to improve visibility and reduce manual Excel reporting


• Translate financial and operational data into clear, actionable recommendations for leadership


• Present financial results, forecasts, and models to senior leaders and business stakeholders


• Partner with Accounting, Operations, IT, and other teams to ensure data accuracy and consistent reporting


• Support financial reporting and analysis for lenders, auditors, and other external stakeholders

What We’re Looking For

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


• 4–7 years of progressive FP&A experience


• Advanced Power BI experience is required, including the ability to build dashboards and reports from scratch


• Strong financial modeling skills, including forecasting, scenario analysis, CapEx, and ROI modeling


• Experience working with large data sets and translating financial information into actionable business insights


• Strong communication and presentation skills with the ability to explain financial results to senior leadership


• Experience working with an ERP system


• Experience in a multi-location or multi-entity organization


• Strong Excel and analytical skills


• Ability to work independently while partnering effectively across Accounting, Operations, and IT