Financial Planning and Analysis Manager

Truity Partners; Kalamazoo (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Truity Partners is seeking an experienced FP&A Manager to lead budgeting, forecasting, and long-range planning while developing scalable tools and reporting.

You will partner with the CFO and cross-functional leaders to deliver financial insights, support strategic initiatives, and drive disciplined, data‑driven decision making in a high-growth, multi-entity organization.

Qualifications

• 8+ years FP&A, financial analysis, or corporate finance experience.
• Strong budgeting, forecasting, modeling, and business partnering.
• Advanced Excel; Power BI or BI tools preferred.
• Healthcare or multi-entity industry experience is a plus.
• CPA or MBA preferred.
• Excellent communication and relationship-building in a fast-paced environment.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes with scalable tools.
• Partner with CFO and cross-functional leaders to provide financial insights.
• Develop financial models, KPI dashboards, and variance analyses.
• Collaborate with Sales, Operations, IT, and Accounting to analyze pipeline, staffing, capital investments, profitability.
• Build and enhance financial reporting infrastructure and processes.
• Lead financial analysis for strategic initiatives and executive requests.

Skills

Budgeting

Forecasting

Financial modeling

Business partnering

Advanced Excel

Power BI

Communication skills

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Economics

CPA or MBA preferred

Tools

Excel

Power BI

Job description

Our client is seeking an experienced FP&A Manager to join a high-growth, multi-entity organization in a newly created role reporting directly to the CFO. This is an exiting opportunity for an analytical finance professional who enjoys building processes from the ground up, partnering with business leaders, and using data to influence strategic decision-making!

This highly visible role offers the opportunity to establish the company's FP&A function, own budgeting and forecasting, partner with executive leadership across the organization, and help shape the future of a rapidly growing business with significant long-term leadership potential.

Responsibilities:

• Lead the company's budgeting, forecasting, and long-range planning processes while developing scalable FP&A tools, models, and reporting.
• Partner with the CFO and cross-functional leaders to provide financial insights, support strategic initiatives, and drive informed business decisions.
• Develop financial models, KPI dashboards, and variance analyses to identify trends, evaluate business performance, and support executive reporting.
• Collaborate with Sales, Operations, IT, and Accounting to analyze pipeline activity, staffing needs, capital investments, profitability, and return on investment.
• Build and enhance financial reporting infrastructure, improve processes, and leverage data to support continued organizational growth.
• Lead financial analysis for strategic initiatives, special projects, and executive requests while helping establish best practices across the finance function.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 8+ years of progressive FP&A, financial analysis, or corporate finance experience.
• Strong experience with budgeting, forecasting, financial modeling, and business partnering.
• Advanced Excel skills; experience with Power BI or other business intelligence tools preferred.
• Accounting foundation and/or CPA or MBA preferred.
• Healthcare or other complex, multi-entity industry experience is a plus.
• Strong analytical, communication, and relationship-building skills with the ability to thrive in a fast-paced, high-growth environment.

Pay Transparency Statement: The compensation philosophy reflects the Company's reasonable expectation at the time of posting. We consider a number of factors when making individual compensation decisions including, but not limited to, skill sets, experience, education, certifications, and other business needs. This role may also be eligible to participate in a discretionary incentive program, subject to the rules governing the program.