Financial Planning and Analysis Manager

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with company-<|

Job summary

Codex in New York is seeking a Financial Planning and Analysis Manager (Pigment) to partner with the Sr. Director of FP&A and lead enterprise-wide planning, analysis, and reporting.

This role owns consolidated reporting, board deliverables, and forecasting processes, while collaborating with regional finance teams. You will translate financial data into actionable insights, drive financial discipline, and support executive decision-making.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 7–10 years of FP&A or corporate finance experience.
• 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.

Responsibilities

• 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.

Skills

Advanced Excel

Executive storytelling

Strategic thinking

Variance analysis

Financial modeling

Cross-functional collaboration

Budgeting & forecasting

Time management

Leadership

Education

Bachelor’s degree in Finance or Accounting

MBA or CPA (Preferred)

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