Financial Planning and Analysis Manager

Confidential; California (MO); On-site; USD 110,000 - 170,000; Full time

Job summary

Confidential is seeking an experienced FP&A Manager to join its finance team. This high-visibility role oversees a team of financial analysts and partners with Finance, Operations, and executives to drive planning and performance.

The role focuses on budgeting, forecasting, monthly reviews, financial modeling, KPI development, and operational analysis across multiple entities. The ideal candidate has 5+ years in FP&A, 3+ years of management, and strong ability to translate numbers into

Qualifications

• 5+ years of progressive FP&A or corporate finance experience.
• 3+ years of management experience supervising financial analysts.
• Strong multi-entity FP&A experience within a complex organization.
• Advanced financial modeling and Excel skills.

Responsibilities

• Lead and mentor a team of financial analysts.
• Drive annual budgeting and forecasting across multiple entities and locations.
• Serve as a strategic finance partner to operational and executive leadership, translating financial performance into actionable recommendations.
• Lead monthly financial and operational performance reviews with senior leadership.
• Partner cross-functionally with Accounting, Operations, and other departments to align financial goals with business performance.
• Present financial results, trends, KPIs, and recommendations to stakeholders.
• Develop, maintain, and enhance complex financial models, forecasts, and dashboards.
• Perform scenario modeling, ROI analysis, and ad hoc financial analysis for strategic initiatives.
• Analyze performance across entities, locations, and business units to identify trends, risks, and opportunities.
• Produce detailed management reporting, KPI analysis, and financial performance insights.
• Build and evolve KPI frameworks based on changing business and operational needs.
• Review and analyze P&L, Balance Sheet, and Cash Flow statements and understand relationships.
• Perform quality assurance reviews of financials received from Accounting during month-end close.

Skills

Budgeting & Forecasting

Multi-entity FP&A

Team Leadership

Financial Modeling

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Excel

Job description

A growing, multi-entity organization is seeking an experienced FP&A Manager to join its finance team. This is a highly visible role that will oversee a team of financial analysts and serve as a strategic business partner to Finance, Operations, and executive leadership.

The FP&A Manager will play a key role in budgeting and forecasting, monthly financial reviews, financial modeling, KPI development, and operational analysis across multiple entities and business units. The ideal candidate brings strong multi-entity FP&A experience, at least 3 years of management experience, and the ability to translate complex financial information into actionable insights for operational leaders.

Key Responsibilities

Leadership & Business Partnership

• Manage, mentor, and develop a team of financial analysts, fostering accountability and professional growth.
• Partner closely with FP&A leadership to drive the annual budgeting and forecasting process across multiple entities and locations.
• Serve as a strategic finance partner to operational and executive leadership, translating financial performance into actionable recommendations.
• Lead monthly financial and operational performance reviews with senior leadership.
• Partner cross-functionally with Accounting, Operations, and other departments to align financial goals with business performance.
• Present financial results, trends, KPIs, and recommendations to both financial and non-financial stakeholders.
• Develop, maintain, and enhance complex financial models, forecasts, and dashboards to support strategic and operational decision-making.
• Perform scenario modeling, ROI analysis, and ad hoc financial analysis for strategic initiatives and special projects.
• Analyze performance across multiple entities, locations, and business units to identify trends, risks, and opportunities.
• Produce detailed management reporting, KPI analysis, and financial performance insights.
• Build and evolve KPI frameworks based on changing business and operational needs.
• Review and analyze P&L, Balance Sheet, and Cash Flow statements and understand the relationships between all three.
• Perform quality assurance reviews of financials received from Accounting during month-end close to ensure accuracy and consistency.

Process Improvement & Automation

• Identify opportunities to streamline and automate financial reporting and analytical processes.
• Drive continuous improvement initiatives to increase efficiency, accuracy, and visibility across FP&A.
• Support system integrations, data governance, and reporting standardization as the organization continues to scale.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 5+ years of progressive FP&A or corporate finance experience.
• 3+ years of management experience, including direct oversight and development of financial analysts.
• Strong multi-entity FP&A experience within a complex organization.
• Advanced financial modeling and Excel skills.
• Strong knowledge of budgeting, forecasting, operational analysis, and financial reporting.
• Strong understanding of the P&L, Balance Sheet, and Cash Flow Statement.
• Demonstrated ability to partner with operational and executive leadership.
• Excellent analytical, problem-solving, communication, and presentation skills.
• Experience working in a fast-paced, evolving organization.

Preferred Experience

• Experience within healthcare, multi-site operations, or another complex multi-entity environment.
• Experience leading process improvement, automation, or financial systems initiatives.
• Experience developing and implementing KPI frameworks and management dashboards.