Financial Planning and Analysis Manager

firstPRO, Inc; Massachusetts; On-site; USD 120,000 - 170,000; Full time

Job summary

firstPRO, Inc. is seeking a highly analytical FP&A Manager to guide financial planning, forecasting, and decision support. You will work closely with the CFO and senior leadership to deliver actionable insights, scalable processes, and robust financial models.

The role emphasizes building enterprise reporting infrastructure, KPI frameworks, dashboards, and strategic analyses to drive growth and capital allocation decisions. A hands-on, fast-paced environment is expected.

Qualifications

• Advanced Excel and financial modelling skills with ability to build complex models from scratch.
• Experience in budgeting, forecasting, cash flow modelling, KPI reporting, and variance analysis.
• Strong GAAP knowledge and three-statement financial modelling.

Responsibilities

• Own and manage the annual budgeting process with department leaders to create a bottom‑up/top‑down plan.
• Lead quarterly forecasting and reforecasting with variance analysis and management commentary.
• Develop and maintain rolling cash flow forecasts, including working capital and liquidity analysis.
• Build and maintain three‑statement financial models (P&L, balance sheet, cash flow).
• Prepare executive reporting, Board materials, and investor communications.

Skills

Advanced Excel

Financial modelling

GAAP knowledge

Budgeting & forecasting

KPI reporting

Variance analysis

Tools

NetSuite Planning

Oracle Planning (EPM/PBCS)

Job description

Make an Impact at a Growing, PE-Backed Organization

Our client is seeking a highly analytical and strategic FP&A Manager to play a key role in shaping the company's financial planning, forecasting, and decision-making processes.

This is a high-impact opportunity to work closely with the CFO and senior leadership team, providing the financial insights, modelling, and reporting needed to support growth, capital allocation, operational performance, and investor decision-making.

The ideal candidate is a hands‑on FP&A professional who thrives in a fast‑paced environment and enjoys building scalable processes, developing sophisticated financial models, and turning complex data into clear, actionable business insights.

What You’ll Do

• Own and manage the annual budgeting process, partnering with department and business unit leaders to develop a comprehensive bottom‑up and top‑down plan
• Lead quarterly forecasting and reforecasting cycles, providing meaningful variance analysis and clear business commentary
• Develop and maintain rolling cash flow forecasts, including working capital and liquidity analysis
• Build and maintain sophisticated three‑statement financial models, including the P&L, balance sheet, and cash flow statement

Partner with the CFO & Senior Leadership

• Serve as a trusted analytical partner to the CFO and senior leadership team
• Prepare executive reporting, Board presentations, investor materials, and management reporting packages
• Develop monthly and quarterly FP&A reporting, including KPI analysis, bridge analyses, and executive‑level commentary
• Support strategic initiatives, including M&A diligence, integration modelling, and scenario analysis
• Provide financial insights that support strategic decision-making and business growth
• Own the aggregation and reporting of enterprise‑wide financial and operational metrics
• Develop standardised KPI frameworks across multiple business units
• Lead the development of dashboards that provide leadership with meaningful, actionable insights
• Partner with Finance, Operations, and IT to consolidate data sources and improve reporting visibility
• Help build a scalable, enterprise‑wide reporting infrastructure

Drive Systems & Process Improvement

• Own and optimise financial planning processes within NetSuite Planning and/or Oracle Planning (EPM/PBCS)

What We’re Looking For

• 5–8 years of progressive FP&A experience, including experience at the Senior Analyst, Senior Manager, or Manager level
• Experience supporting a CFO, VP Finance, or senior leadership team
• Background in a PE‑backed company or large corporate FP&A environment strongly preferred
• Hands‑on experience with NetSuite Planning and/or Oracle Planning (EPM/PBCS)
• Advanced Excel and financial modelling skills with the ability to build complex models from scratch
• Strong understanding of GAAP and three‑statement financial modelling
• Experience with budgeting, forecasting, cash flow modelling, KPI reporting, and variance analysis