Financial Planning and Analysis Manager

Theory; New York (NY); On-site; USD 140,000 - 150,000; Full time

Job summary

The Theory LLC FP&A Manager will own the full budgeting, forecasting and month-end close for a multi-channel retail business spanning Brick & Mortar, E-commerce, and Wholesale. You will build models, deliver executive-ready insights, and partner with cross-functional leaders to drive profitability.

We seek a proactive finance professional who translates data into actionable narratives, mentors the team, and relentlessly improves forecasting accuracy through standardized processes and systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Business Administration with concentration in Finance (CPA, CFA, MBA preferred).
• 5+ years FP&A experience with at least 2 years in people management or team lead capacity; retail experience a plus.
• Professional services background (Big 4, consulting, or advisory) essential.
• Experience in retail finance or margin planning in a multi-channel environment.
• Meticulous, self-starter with strong organizational, analytical and problem-solving skills.
• Advanced Excel and driver-based modeling; Copilot, Word and PowerPoint experience preferred.
• Solid understanding of accruals and accounting concepts.
• Ability to work independently and manage multiple priorities under deadline pressure.
• Excellent communication and interpersonal skills; credibility to influence senior executives.
• Experience with system implementations, QA and testing.
• Project management experience leading cross-functional finance initiatives.

Responsibilities

• Own the budget and mid-term plan process across the P&L and consolidate channels into an enterprise view.
• Lead weekly re-forecasting with driver-based approach and surface risks/opportunities.
• Build and maintain integrated financial models linking drivers to P&L outcomes.
• Coordinate month-end close activities with Accounting.

Skills

Advanced Excel

Driver-based modeling

Analytical skills

Communication

Interpersonal skills

Project management

Microsoft Word

Microsoft PowerPoint

Education

Bachelor’s degree in Finance, Accounting, or Business Administration with concentration in Finance

CPA, CFA, or MBA

Tools

Copilot

Job description

Defining the New Modern Founded by Andrew Rosen in 1997, Theory revolutionized the contemporary market with its concept of the urban uniform, a modern edit of elevated essentials. The Fast Retailing acquisition of Theory in 2004 spurred global expansion of the brand; today, Theory operates 221 freestanding stores worldwide. The launch of e-commerce in 2010 and collaborative relationships with department and specialty stores continue to position Theory as a continually expanding international omnichannel phenomenon. A leader in Fast Retailing Group's dossier, Theory balances luxury with accessibility in collections with integrity known for their precisely tailored silhouettes and exceptional fabrics.

About the Role

We are seeking an accomplished and self-directed Manager, Financial Planning & Analysis to join our team. This is a highly visible role that sits at the center of financial decision-making for a multi-channel retail business spanning Brick & Mortar, E-commerce, and Wholesale. The Manager will serve as the trusted lead of Financial Planning & Analysis owning the full FP&A cycle -- from the annual budget, which links to strategic goals, through to weekly forecasts and the monthly close. The ideal candidate is a proactive, intellectually curious finance professional who does not wait to be directed – they identify the question before it is asked, build the model before it is requested, and drive the conversation with facts and analysis. They bring a structured professional services-caliber approach to financial analysis, paired with the commercial instincts that come from experience in a multi-channel consumer or retail environment. This role works closely with many cross-functional business partners daily, requiring effective communication, organizational and interpersonal skills.

Key Responsibilities

Financial Planning Cycle - Budgeting, Forecasting and Close

• Own the budget and mid-term plan process across the P&L, partnering with business leaders to set targets, align assumptions and consolidate channels into an enterprise view; lead deliverables preparation.
• Lead weekly re-forecasting using a driver-based approach that connects operational metrics to P&L outputs, proactively surfacing risks and opportunities with clear supporting rationale.
• Build and maintain integrated financial models that connect operational drivers to P&L outcomes, enabling scenario and sensitivity analysis.
• Coordinate month-end close activities including financial validation, accrual support preparation, and reconciliation of results in close partnership with the Accounting team.

Financial Analysis & Business Insights

• Deliver high quality variance analysis against budget, forecast and prior year – consistently going beyond the ‘what’ to surface the ‘why’ and ‘so what.’
• Analyze Net Sales, Gross Margin, SG&A and Operating Profit across channels and cost centers, identifying trends, inefficiencies, and margin expansion opportunities.
• Conduct ROI, sensitivity, and scenario analysis to support decisions and strategic trade-offs presented to the leadership team for all investments including, but not limited to, Marketing.
• Build and maintain recurring management reporting packages that translate financial data into an actionable narrative.

Executive Reporting & Business Partnership

• Serve as the primary FP&A business partner to commercial and operational leaders across all channels, embedding financial rigor into channel-level decisions.
• Translate complex financial outputs into concise executive narratives for audiences at all levels, including non-finance leaders.
• Facilitate cross-functional alignment on financial targets and operating assumptions across channels and business units.

Process Improvement & Financial Systems

• Identify and lead initiatives to improve forecast accuracy, streamline workflows and reduce planning cycle time.
• Drive standardization of financial models, reporting templates, and planning processes to improve scalability and consistency.
• Support systems upgrade through design, testing and implementation.
• Directly manage and mentor FP&A Analyst, setting ambitious standards for quality, rigor and ownership.
• Create an environment where team members are challenged to grow their modeling, communication, and business partnership skills.
• Model the behaviors of a self-directed finance professional, setting the tone for proactivity, precision, and follow-through within the team.

Skills & Qualifications Required

• Bachelor’s degree in Finance, Accounting, or Business Administration with concentration in Finance. CPA, CFA, or MBA strongly preferred.
• 5+ years of progressive FP&A experience including a minimum of 2 years in a people management or team lead capacity. Retail Sales and Margin Planning experience a plus.
• 1+ years of experience at a professional services background required; Big 4 accounting firm, management consulting firm, or financial advisory practice is essential to success in this role.
• Experience of having worked in a similar role in a retail organization.
• Must be a highly meticulous, self-starter with strong organizational, analytical and problem-solving skills.
• Advanced Excel, driver-based modeling skills; Copilot, Word and PowerPoint experience preferred.
• Strong knowledge of financial and accounting concepts, including accruals.
• Proven ability to work independently, manage multiple competing priorities under deadline pressure, and drive work to completion without close direction.
• Exceptional analytical, communication and interpersonal skills, with the credibility to present to and influence senior executives.
• Experience with system implementations, including quality assurance and testing.
• Prior project management experience – demonstrated ability to lead cross-functional finance initiatives, manage workstreams with multiple stakeholders and deliver on time against a defined scope.

Salary: $140,000-150,000 per year*

*The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.

As an Equal Opportunity Employer, Theory LLC does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law.