Financial Planning and Analysis Manager

Calumet, Inc.; Indianapolis, Northern (IN, KY); Hybrid; USD 95,000 - 135,000; Full time

Job summary

Clear Destination Inc. is seeking an FP&A leader to drive planning, forecasting, and performance analytics, turning financial and operational data into actionable insights for strategic decisions.

You will build driver-based budgets and forecasts, produce executive-ready narratives, partner with business leaders on pricing and profitability, and mentor junior analysts to raise modeling and storytelling capabilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics.
• 5+ years FP&A experience and planning tool proficiency.
• Strong ERP and advanced Excel skills.
• Experience supporting budgeting, forecasting, financial modeling, and executive reporting processes.

Responsibilities

• Lead planning, forecasting, and performance analytics to support strategic decisions.
• Build driver-based budgets, forecasts, and financial models (EBITDA, cash flow, liquidity).
• Produce monthly reporting packages, variance analyses, dashboards, KPI reporting, and executive narratives.
• Partner with business leaders on pricing, profitability, investment analysis, and strategic financial planning.
• Drive improvements in planning processes, forecasting methodologies, reporting capabilities, and system enhancements.
• Support ad hoc analyses, scenario modeling, sensitivity analyses, and business case development.
• Monitor trends to identify risks, opportunities, and key drivers; coordinate annual budgeting and long-range planning.
• Assist with liquidity planning, capital allocation, financing support, and executive reporting.
• Support commodity market, hedging and operational analyses influencing decisions.
• Mentor junior analysts to develop modeling and analytical capabilities.

Skills

Financial modeling

Scenario analysis

Data visualization

Business partnering

Analytical rigor

Cross-functional collaboration

Forecasting

Executive reporting

Strategic thinking

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

ERP systems

Excel (advanced)

Data visualization tools

Job description

Purpose

Lead planning, forecasting, and performance analytics to support strategic decisions and drive financial transparency. Deliver insights that enhance business growth and profitability. This role serves as a key contributor to enterprise forecasting, budgeting, liquidity planning, executive reporting, and strategic decision-making by translating financial, operational, and market data into actionable business insights.

Core Responsibilities

• Build driver-based budgets, forecasts, and financial models to guide decision-making, including support of enterprise EBITDA, cash flow, working capital, and liquidity forecasting.
• Produce monthly reporting packages, variance analyses, dashboards, KPI reporting, and executive-ready financial narratives for stakeholders.
• Partner with business leaders on pricing, profitability, investment analysis, and strategic financial planning initiatives.
• Drive improvements in planning processes, forecasting methodologies, reporting capabilities, and planning system enhancements.
• Support ad hoc financial analyses, scenario modeling, sensitivity analysis, and business case development for strategic initiatives.
• Monitor financial, operational, and market trends to identify risks, opportunities, and key business performance drivers.
• Support annual budgeting, forecasting, and long-range planning processes through cross-functional coordination and financial analysis.
• Assist with liquidity planning, capital allocation analysis, financing support activities, and executive reporting requirements.
• Support commodity market, hedging, commercial, and operational analyses that influence business and financial decisions.
• Mentor junior analysts to develop modeling, analytical, and business partnership capabilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics.
• 5+ years of FP&A experience and planning tool proficiency.
• Strong ERP and advanced Excel skills.
• Experience supporting budgeting, forecasting, financial modeling, and executive reporting processes.
• Strong understanding of financial statements, cash flow drivers, and business performance analysis.
• Experience working with large data sets, visualization tools, and analytical reporting preferred.
• Experience in manufacturing, energy, refining, chemicals, or other capital-intensive industries preferred.

Skills

• Financial modeling and scenario analysis.
• Data visualization and dashboard creation.
• Business partnering and storytelling with data.
• Attention to detail and analytical rigor.
• Cross-functional collaboration.
• Financial statement analysis and forecasting.
• Executive reporting and presentation development.
• Liquidity, profitability, and performance analysis.
• Strategic thinking and problem-solving.
• Continuous improvement and process optimization.

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