Financial Planning and Analysis Manager

ZipRecruiter; Chicago (IL); Remote; USD 100,000 - 130,000; Full time

Job summary

A leading company in the IT services sector seeks a Financial Planning and Analysis Manager to drive financial performance and strategic decision-making. In this role, you will develop financial models, analyze data, and collaborate with teams while reporting directly to the VP of FP&A. Candidates should have a strong background in financial planning, analytical skills, and experience in managing financial activities in the IT sector.

Qualifications

• 5+ years in financial planning and analysis roles.
• Strong proficiency in financial modeling and forecasting.
• Experience in private equity environments preferred.

Responsibilities

• Develop financial models for budgeting and forecasting.
• Analyze financial data to provide insights for management.
• Collaborate with teams to ensure accuracy of financial forecasts.

Skills

Financial modeling

Budgeting

Forecasting

Data visualization

Analytical skills

Problem-solving

Communication

Education

Bachelor's degree in Finance or Accounting

MBA or CFA

Tools

Excel

Tableau

Power BI

Job description

Job DescriptionJob DescriptionSalary:

Company Overview:

Arctiq is a leader in professional IT services and managed services across three core Centers of Excellence: Enterprise Security, Modern Infrastructure and Platform Engineering. Renowned for our ability to architect intelligence, we connect, protect, and transform organizations, empowering them to thrive in today's digital landscape. Arctiq builds on decades of industry expertise and a customer-centric ethos to deliver exceptional value to clients across diverse industries.

Job Summary:

We are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our dynamic team. The Financial Planning and Analysis Manager will play a key role in managing financial planning, analysis, and modeling activities for our organization. This position reports directly to the VP, FP&A and offers a fantastic opportunity to contribute to strategic decision-making and drive financial performance.

Core Responsibilities:

• Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning.
• Analyze financial data, trends, and performance metrics to provide actionable insights and recommendations to senior management and private equity stakeholders.
• Assist in the development of annual operating budgets, financial projections, and business plans, incorporating insights from private equity investors.
• Prepare monthly, quarterly, and annual financial reports, variance analysis, and KPI dashboards for management review.
• Collaborate with cross-functional teams to gather financial information, validate assumptions, and ensure accuracy of financial forecasts.
• Monitor and analyze key financial metrics, including revenue, expenses, profitability, and cash flow, to identify areas for improvement and optimization.
• Conduct ad hoc financial analysis and special projects as needed.
• Support M&A activities, including financial due diligence, valuation analysis, integration planning, and post-merger financial performance monitoring.
• Support investor relations activities, including financial reporting and presentations for stakeholders.

Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant professional certification (e.g., CFA, CPA) is a plus.
• Minimum 5 years of experience in financial planning and analysis roles, preferably in the IT Professional Services or Managed Services industry.
• Experience working in a private equity backed organization is a plus.
• Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis.
• Advanced skills in Excel, financial softwares, and data visualization tools (e.g., Tableau, Power BI).
• Solid understanding of accounting principles, financial reporting, and regulatory compliance.
• Excellent analytical, problem-solving, and decision-making abilities.
• Strong communication and interpersonal skills, with the ability to present complex financial information to non-financial stakeholders.
• Proven track record of driving process improvements, efficiency gains, and cost optimization initiatives.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Experience in a similar role within a $400M+ revenue organization.
  

Arctiq is an equal opportunity employer. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know. We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives to apply.

We thank you for your interest in joining the Arctiq team! While we welcome all applicants, only those who are selected for an interview will be contacted.

remote work