Financial Planning and Analysis Manager

Codex; New York (NY); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan with companyck

Job summary

Codex in New York is seeking a Financial Planning and Analysis Manager to partner with senior leaders and own enterprise-wide planning, reporting, and forecasting. The role emphasizes board materials, 3-statement modelling, and actionable insights to drive financial discipline.

The ideal candidate has 7–10 years in FP&A, strong Excel and analytics skills, and experience guiding cross-functional teams in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 7–10 years of progressive FP&A or corporate finance experience.
• 3+ years in FP&A management or leadership role.
• Advanced financial modeling experience, including 3-statement models.
• Strong budgeting, forecasting, and variance analysis experience.
• Advanced Excel skills with complex models and scenarios.
• Ability to translate financial data into executive insights.
• Experience partnering with senior leadership and cross-functional teams.

Responsibilities

• Own and manage the enterprise FP&A calendar (monthly, quarterly, annual).
• Lead development of Board materials with 3-statement modeling and scenarios.
• Deliver monthly and quarterly financial reporting with key drivers and risks.
• Collaborate with regional finance for budgeting and forecasting standardization.
• Support monthly close with flash results and accurate submissions.
• Prepare interim financial statements for lender reporting needs.
• Perform variance analysis to identify trends and root causes.
• Own leverage metrics, covenants, and forecasting.
• Develop and maintain lender-adjusted EBITDA calculations.
• Improve financial processes, reporting accuracy, and data quality.

Skills

Financial modeling

Budgeting & forecasting

Variance analysis

Excel - Advanced

Executive storytelling

Leadership

Cross-functional partnering

Pigment knowledge

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA and/or CPA

Tools

Pigment

Job description

Financial Planning and Analysis Manager (Pigment)

United States (Hybrid) - New York | $160K–$180K Base + Benefits | No Sponsorship

The Manager/Sr. Manager FP&A role supports the Sr. Director of FP&A in enterprise-wide financial planning, analysis, and reporting. This role owns consolidated reporting, board and lender deliverables, and forecasting processes, while partnering closely with regional finance and accounting teams.

This position plays a critical role in translating financial data into actionable insights, driving financial discipline, and supporting executive decision-making.

• Own and manage the enterprise financial planning calendar (monthly, quarterly, annual)


• Lead development of Board of Directors materials, including integrated 3-statement modeling and scenario analysis


• Deliver monthly and quarterly financial reporting, highlighting key drivers, risks, and forward-looking insights


• Partner with regional finance teams to support annual budgeting and quarterly forecasting, including template design and process standardization


• Support monthly close by preparing flash results and ensuring timely, accurate submissions across business units


• Prepare interim financial statements (P&L, balance sheet, cash flow) for lender and external reporting needs


• Perform variance (flux) analysis across actuals, budget, and forecast to identify trends and root causes


• Own leverage metrics and forecasting, including covenant compliance and reporting


• Develop and maintain lender-adjusted EBITDA calculations and validate add-backs


• Continuously improve financial processes, reporting accuracy, and data quality

Minimum Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, or related field


• 7–10 years of progressive experience in FP&A or corporate finance


• 3+ years in an FP&A Manager or similar leadership role


• Advanced financial modeling experience, including integrated 3-statement models


• Strong experience with budgeting, forecasting, and variance analysis


• Advanced Excel skills (complex models, scenario analysis)


• Proven ability to synthesize financial data into executive-level insights


• Experience partnering with senior leadership and cross-functional teams


• Ability to manage multiple priorities in a fast-paced, deadline-driven environment

Preferred:

• MBA and/or CPA


• Experience with FP&A tools (e.g., Pigment or similar platforms)


• Background in project-based industries (construction, engineering, etc.)


• Knowledge of project accounting concepts (WIP, revenue recognition, margin analysis)


• Experience with lender reporting, covenant compliance, and leverage metrics


• Medical, dental, and vision insurance


• 401(k) retirement plan with company match