Financial Planning and Analysis Manager

Bell & Associates, Inc.; Chicago (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Bell & Associates, Inc. seeks an experienced Financial Planning & Analysis Manager to partner with senior leadership and operations, driving budgeting, forecasting, modeling, performance analysis, and robust management reporting.

You will develop financial models, analyze key drivers, and provide insights to support strategic decisions and business improvements.

Qualifications

• Progressive FP&A/finance experience including budgeting, forecasting, and analysis.
• Strong financial modeling, budgeting, forecasting, and analytical capabilities.
• Advanced Microsoft Excel skills and data manipulation.
• Experience with ERP systems and/or BI/reporting tools; ability to translate data into actionable insights.

Responsibilities

• Lead annual budgeting and ongoing forecasting processes.
• Develop and maintain financial models supporting planning and strategic initiatives.
• Analyze revenue, profitability, expenses, and key drivers.
• Prepare monthly and quarterly financial reporting and management presentations.
• Perform variance analysis and identify trends, risks, and opportunities.
• Develop and monitor financial and operational KPIs.
• Partner with leaders to improve business performance.
• Provide financial analysis and recommendations to senior leadership.
• Evaluate new initiatives and investments with modeling and scenarios.
• Improve reporting processes and financial tools for visibility.
• Support long-range planning and strategic finance initiatives.
• Assist with ad hoc analysis and special projects as needed.

Skills

Financial Modeling

Budgeting

Forecasting

ERP Experience

Excel Skills

Data Analysis

Communication

Education

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

Tools

ERP Systems

BI Tools

Job description

We are seeking an experienced Financial Planning & Analysis Manager to join a growing organization and serve as a key financial partner to senior leadership and operational teams.

This role will be responsible for budgeting, forecasting, financial modeling, performance analysis, and management reporting. The FP&A Manager will work closely with business leaders to provide greater visibility into financial and operational performance, identify opportunities for improvement, and support strategic decision-making.

This is an excellent opportunity for an analytical finance professional who enjoys working beyond the numbers and partnering directly with the business.

Key Responsibilities

• Lead the annual budgeting and ongoing forecasting processes
• Develop and maintain financial models supporting business planning and strategic initiatives
• Analyze revenue, profitability, expenses, and other key business drivers
• Prepare monthly and quarterly financial reporting and management presentations
• Perform budget-to-actual and forecast variance analysis, identifying key trends, risks, and opportunities
• Develop and monitor financial and operational KPIs
• Partner with operational and functional leaders to improve business performance
• Provide financial analysis and recommendations to senior leadership
• Evaluate new initiatives, investments, and business opportunities through financial modeling and scenario analysis
• Improve reporting processes, financial tools, and overall visibility into business performance
• Support long-range planning and other strategic finance initiatives
• Assist with ad hoc analysis and special projects as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related area
• Strong financial modeling, budgeting, forecasting, and analytical capabilities
• Advanced Microsoft Excel skills
• Experience working with ERP systems and/or business intelligence and reporting tools
• Strong understanding of financial statements, GAAP, and cash flow
• Ability to analyze large or complex data sets and translate findings into actionable business recommendations
• Strong communication skills with the ability to present financial information to both finance and non-finance leaders
• Demonstrated ability to work cross-functionally and partner with operational leadership
• High level of accuracy, organization, and attention to detail

Preferred Experience

• Experience working within a private equity-backed or high-growth organization
• Experience supporting a multi-location or operationally complex business
• Exposure to SQL, data visualization, or other analytical tools
• CPA, CFA, MBA, or other relevant advanced credential is a plus