Financial Planning and Analysis Manager

The Kostelic Agency; Phoenix (AZ); Hybrid; USD 108,000 - 132,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonus

Job summary

The Kostelic Agency is seeking a Financial Planning and Analysis Manager to join our Phoenix-based team. This hybrid role partners with Regional VPs and Area Managers to translate financial and performance data into actionable business decisions.

You will lead regionals P&L reviews, forecasting, and KPI development, building staffing and capacity models, and guiding strategic initiatives to improve profitability across markets.

Qualifications

• 4–7+ years of FP&A, operational or corporate finance experience.

Responsibilities

• Serve as dedicated finance partner for one or more operating regions.
• Lead recurring business reviews covering market-level P&Ls, KPIs, forecasts, risks, and performance trends.
• Partner with regional leadership on budgeting, forecasting, and weekly performance reviews.
• Develop staffing and capacity models that align technician headcount with market demand.
• Analyze market, service-line, and customer-cohort profitability.
• Identify the operational drivers behind performance gaps and recommend corrective actions.
• Support decisions involving recruiting, fleet investment, marketing spend, and regional expansion.
• Provide financial visibility into greenfield market launches and flag potential issues early.
• Contribute field-level assumptions and insights to strategic forecasts and financial models.

Skills

FP&A

Operational finance

P&L drivers

Advanced Excel

Finance partnering

Communication to non-finance leaders

Tools

Excel

Job description

Position: Financial Planning and Analysis Manager

Location: Phoenix, AZ

Work Type: Hybrid — 3 Days In-Office / 2 Days Remote

Compensation: Up to $120,000 base + 10% bonus

The Kostelic Agency is conducting a search for an FP&A Manager to join a rapidly growing, multi-state organization headquartered in Phoenix.

Our client generated approximately $300M in revenue last year and is projected to approach $400M this year, driven by continued expansion into new markets and strategic acquisitions. With the finance function evolving alongside the business, this is a unique opportunity to join a proven platform and help build the operational finance capabilities needed for its next stage of growth.

This newly created role will serve as a finance business partner to Regional Vice Presidents and Area Managers, helping operating leaders translate financial and performance data into better business decisions.

Reporting to a senior finance leader, this individual will support one or more operating regions and help build an operational finance function that does not currently exist. The ideal candidate combines strong FP&A fundamentals with an operator’s mindset and the ability to identify issues, challenge assumptions, and recommend practical solutions.

Scope & Impact

• Serve as the dedicated finance partner for one or more operating regions.
• Lead recurring business reviews covering market-level P&Ls, KPIs, forecasts, risks, and performance trends.
• Partner with regional leadership on budgeting, forecasting, and weekly performance reviews.
• Develop staffing and capacity models that align technician headcount with market demand.
• Analyze market, service-line, and customer-cohort profitability.
• Identify the operational drivers behind performance gaps and recommend corrective actions.
• Support decisions involving recruiting, fleet investment, marketing spend, and regional expansion.
• Provide financial visibility into greenfield market launches and flag potential issues early.
• Contribute field-level assumptions and insights to strategic forecasts and financial models.

The Ideal Background

• 4–7+ years of progressive experience in FP&A, operational finance, corporate finance, or finance business partnering.
• Strong Senior Financial Analysts ready to step into a Finance Manager-level role will be considered.
• Strong understanding of P&L drivers and the relationship between staffing, capacity, demand, and profitability.
• Experience building KPI, staffing, capacity, profitability, or other financial models.
• Advanced Excel skills and comfort working with large operational datasets.
• Ability to explain financial concepts clearly to non-finance leaders.
• Proactive, solutions-oriented approach—you identify problems and bring recommendations, not just reporting.